FIN 320 Final Project Guidelines and Rubric
Final Project Part I
Part I Overview Business professionals typically need to demonstrate a core set of financial knowledge to earn the job and to succeed on a job. For this part of the assessment, you will be given a scenario in which you are asked to illustrate your financial management knowledge. This part of the final project addresses the following course outcomes:
? Analyze the roles and responsibilities of financial managers in confirming compliance with federal and shareholder requirements
? Differentiate between various financial markets and institutions by comparing and contrasting options when selecting appropriate private and corporate investments
Part I Prompt You have completed an internship in the finance division of a fast-growing information technology corporation. Your boss, the financial manager, is considering hiring you for a full-time job. He first wants to evaluate your financial knowledge and has provided you with a short examination. When composing your answers to this employment examination, ensure that they are cohesive and read like a short essay.
Your submission must address the following critical elements:
I. Analyze Roles and Responsibilities for Compliance A. Examine the types of decisions financial managers make. How are these decisions related to the primary objective of financial managers? B. Analyze the various ethical issues a financial manager could potentially face and how these could be handled. C. Compare and contrast the different federal safeguards that are in place to reduce financial reporting abuse. Why are these considered
appropriate safeguards? II. Investment Options
A. If a private company is going public, what does this mean, and how would the company do this? What are the advantages of doing this? Do you see any disadvantages? If so, what are they?
B. How do the largest U.S. stock markets differ? Out of those choices, which would be the smartest private investment option, in your opinion? Why?
C. Compare and contrast the various investment products that are available and the types of institutions that sell them.
Final Project Part I Rubric Guidelines for Submission: Ensure that your employment examination is submitted as one comprehensive and cohesive short essay. It should use double spacing, 12-point Times New Roman font, and one-inch margins. Citations should be formatted according to APA style.
Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Roles and Responsibilities:
Examine
Meets Proficient criteria and includes examples in analysis
Comprehensively examines the types of decisions financial managers make, including how these decisions are related to their primary objective
Examines the types of decisions financial managers make, including how these decisions are related to their primary objective, but examination is not comprehensive
Does not examine the types of decisions financial managers make
15.83
Roles and Responsibilities:
Analyze
Meets Proficient criteria, and analysis indicates a clear understanding of ethical standards in finance
Comprehensively analyzes the various ethical issues a financial manager could potentially face and how these issues could be handled
Analyzes the various ethical issues a financial manager could potentially face and how these issues could be handled, but analysis is not comprehensive
Does not analyze the various ethical issues a financial manager could potentially face and how these issues could be handled
15.83
Roles and Responsibilities:
Compare and Contrast
Meets Proficient criteria, and analysis indicates a clear understanding of federal safeguards in finance
Accurately analyzes different federal safeguards that are in place to reduce financial reporting abuse, including why these safeguards are appropriate
Analyzes different federal safeguards that are in place to reduce financial reporting abuse, but analysis is inaccurate or cursory, or analysis of why these safeguards are appropriate is inaccurate or cursory
Does not analyze different federal safeguards
15.83
Investment: Private Company
Meets Proficient criteria and includes examples in analysis
Comprehensively compares and contrasts the advantages and disadvantages of a company going public versus staying private
Compares and contrasts the advantages and disadvantages of a company going public versus staying private, but analysis is not comprehensive
Does not compare and contrast the advantages and disadvantages of a company going public versus staying private
15.83
Investment: U.S. Stock Markets
Meets Proficient criteria and explains choice of smartest stock market to invest private money into
Comprehensively and accurately differentiates between the largest U.S. stock markets and indicates choice of smartest stock market to invest private money into
Differentiates between the largest U.S. stock markets, but analysis is inaccurate or cursory or is missing choice of smartest stock market to invest private money into
Does not differentiate between the largest U.S. stock markets
15.83
Investment: Compare and Contrast
Meets Proficient criteria and includes both foreign and domestic institutions
Comprehensively compares and contrasts the various investment products available and the types of institutions that sell them
Compares and contrasts the various investment products and the types of institutions that sell them, but analysis is not comprehensive
Does not compare and contrast the various investment products and the types of institutions that sell them
15.83
Articulation of Response
Submission is free of errors related to citations, grammar, spelling, syntax, and organization and is presented in a professional and easy to read format
Submission has no major errors related to citations, grammar, spelling, syntax, or organization
Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas
Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas
5.02
Earned Total 100%
Final Project Part II
Part II Overview For this part of the final project, you will be given a scenario in which you are asked to illustrate your financial computation and analysis skills. This part of the assessment addresses the following course outcomes:
? Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success
? Analyze corporate financial data for multiple companies in evaluating past and future financial performances
Part II Prompt For this section of your employment exam, you will select two companies. The first company needs to come from your TDAU thinkorswim portfolio. The second needs to be a competitor of the first company from the same industry. You will be responsible for collecting, synthesizing, and making decisions regarding both companies. After evaluating these companies financial data, you will then decide which companys stock is the better investment. This section of your employment examination must be submitted in two parts. Part A will contain the workbooks that house all of your quantitative data and formulas, along with any of the information that is relevant for your chosen companies. Part B will contain your answers to the questions asked below, composed in a cohesive manner. If you are referring to data that is found within the workbooks in Part A, be sure to include a citationfor example, rate of return is 3.570 USD (E64, WB2), where E64 is the cell that the calculation took place in and WB2 is designating workbook 2. This ensures that your instructor can quickly and accurately check data entry, formula use, and financial calculations. Your submission must address the following critical elements:
I. Preparing the Workbooks A. Download the annual income statements, balance sheets, and cash flow statements for the last three completed fiscal years for your chosen
companies. This information must be included in your final submission. B. Prepare a worksheet for each of the companies to display their financial data for the last three fiscal years. Ensure your data is accurate and
organized. Include these worksheets as a workbook in your final submission. C. Find historical stock prices for both companies and add this information to the respective spreadsheets. Consider the appropriate date range
you should use. II. Three-Year Returns
A. What is the three-year return on the stock price of the first company (Company A)? How is the stock performing? Ensure that you use the appropriate formula in your spreadsheets to calculate the three-year return on the given companys stock price.
B. What is the three-year return on the stock price of the second company (Company B)? How is this stock performing? Ensure that you use the appropriate formula in your spreadsheets to calculate the three-year return on your chosen companys stock price.
C. How do these two stocks compare in terms of three-year returns? What does this indicate about these two companies?
III. Financial Calculations A. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the price-to-earnings ratio for the last three fiscal
years of the given and your chosen companies. Be sure that you are entering and using the correct formula. B. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the debt-to-equity ratios for the last three fiscal years
of the given and your chosen companies. Be sure that you are entering and using the correct formula. C. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the return-on-equity ratios for the last three fiscal
years of the given and your chosen companies. Be sure that you are entering and using the correct formula. D. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the earnings per share for the last three fiscal years of
the given and your chosen companies. Be sure that you are entering and using the correct formula. E. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the profit margins for the last three fiscal years of the
given and your chosen companies. Be sure that you are entering and using the correct formula. F. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the free cash flows for the last three fiscal years of the
given and your chosen companies. Be sure that you are entering and using the correct formula. IV. Industry Averages
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