You are a securities salesperson. Many of your clients are elderly people who want very secure investments.
They remember the days when interest rates were very stable (before the 1970's) and bond prices hardly
fluctuated at all regardless of their terms.
FN300 Finance LOA
Problem Introduction Tab
This financial planning project is split into several parts
Each section has its own tab.
Problem Introduction TAB
Gustafson Financial Information TAB
You will find all the given data here
Katelyn Neumaier Unit 4
Instructions: Answer each question by putting the appropriate Excel formula in the green box.
If you do not want to use Excel, show your work to the right of each problem; for example, how you entered the problem into a calculator.
Marketing Assignment 1
Your company president has decided to restructure the firm and become more
market-oriented. She is going to announce the changes at an upcoming meeting.
Outline the points she should make to describe why a market-oriented approach i
Calculating Balance Sheet Amounts. Based on the following data, compute the total assets, total liabilities, and net worth.
Determining an Annual Interest Rate. A payday loan company charges 4 percent interest for a two-week
period. What would be the annual interest rate from that company?
Determining Savings Goals. What would be common savin
Marketing Unit 6 Assignment
What kind of marketing channel functions can be performed over the Internet? Why do
you think so?
The internet is essential nowadays to the strategy of each firm and their marketing chain.
Marketing channels that can be perform
Marketing Unit 8 Assignment A
What is the primary factor that determines sales promotion objectives? Name some
different types of sales promotion techniques, and explain the type of customer they
are intended to influence.
The prime factor that determines
Why is understanding the target market a crucial aspect of the communication process?
It is important to understand target marketing because it is the group of people that you are
specifically trying to reach. In business marketing there is a strategy wh
Calculating the Future Value of Property. Ben Collins plans to buy a house for
$220,000. If that real estate is expected to increase in value by 3 percent each
year, what will its approximate value be seven years from now?
Marketing Unit 9 Assignment
You are considering a price change for an established product sold by your firm. Write a
memo analyzing the factors you need to consider in your decision.
Since this product has already been introduced to the market we need to
On pages 529-533
Problems: 3, 4, 7, 8, 12, 13
3. Determining the Approximate Market Value for a Bond. Approximate the market value for the
following $1,000 bonds.
4. Calculating Total Return. Jean Miller purchased a $1
On pages 277-281
Financial Planning Problems: 3, 4, 6, 12
3. Future Value of Wise Buying. If a person saves $63 a month by using coupons and doing
comparison shopping, (a) what is the amount for a year? (b) What would be the future value of
this annual am
On pages 342-345
Financial Planning Problems: 2, 4, 5, 6, 9, 10
2) Computing Actual Cash Value Coverage. What amount would a person with actual cash
value (ACV) coverage receive for two-year-old furniture destroyed by a fire? The furniture would
On pages 454-459
Problems: 1, 3, 4, 5, 10
1. Calculating the Amount for an Emergency Fund. Beth and Bob Martin have total takehome pay of $3,600 a month. Their monthly expenses total $3,100. Calculate the
minimum amount this couple needs to establish an e
On pages 248-251
Problems: 1, 2, 3, 4, 5, 7, 13
1) Calculating the Finance Charge on a Loan. Dave borrowed $500 for one year and paid $50 in
interest. The bank charged him a $5 service charge. What is the finance charge on this loan?
2. Calculating Balance Sheet Amounts. Based on the following data, compute the total
assets, total liabilities, and net worth.
3. Preparing a Personal Balance Sheet. Use the following
MBA 670: Financial Analysis
Chapter 3 Outline: Analysis of Financial Statements
I. Financial Analysis in General
A. Gather Data
B. Examine the Statement of Cash Flows
C. Calculate ROIC
D. Conduct Ratio Analysis
II. Ratio Analysis the most important part o
MBA 670: Financial Analysis
Chapter 2 Outline: Financial Statements, Cash Flows, and Taxes
I. Financial Statements and Reports: Found primarily in a firms quarterly and
annual reports, and in SEC filings. The four basic statements are the balance sheet,
Assignment for Chapter Twenty-Three
You are 25 years old and looking at starting an investment fund using mutual funds as the vehicle to
invest your money. Tell me what type of funds you will invest your money for your financial future
(percentage in each
Assignment for Chapter Twenty-Four
The company you work for has a number of projects that require substantial investment over the
next three years. The company is currently privately held by a small number of investors. The
group can no longer be counted
MBA 670: Financial Analysis
Chapter One Outline: An Overview of Corporate Finance and the
I. The Five Minute MBA? (The Secrets of Successful Companies)
A. Identify, create and deliver products/services that are highly
What will $100,000 grow to be in 15 years if it is invested today in an account with an annual interest rate of 12%?
Future Value =
Interest Rate Interest $
FN200 Financial Planning
Your project in this course is to create your own financial plan. Ideally, you will write the financial
plan based on your real, current situation. However, if you are not comfortable giving this
information, you ma