Personal Balance Sheet February 2016
Total Liquid Assets
Chequing Account Balance. $890
Total Liquid Assets
Car (2007 Toyota Yaris) Market Value. $4500
Home Furniture. $1000
Electronics (Computer and etc.). $
CHAPTER 11 & 12 Quiz Review
DIVIDENDS. Dividends are usually paid by order, more established firms that
have: Less potential for substantial growth. Stocks with potential for substantial
growth are: growth stocks. Stocks that deliver larger di
The more deductions you have, the less tax you will have to pay. The most
common deduction include: Contributions to a RPP
The calculation of net provincial tax payable and the calculation for net federal
tax payable both use marginal tax rate
One advantage of using a credit card is that: They provide free financing until the
statement arrives. A disadvantage to using a credit card is that: the interest rates
are high if you do not pay off the balance when due.
NET WORTH STATEMENT INSTRUCTIONS
1 Using proper Excel technique, refernce the items and the appropriate values on the
data page and complete the Statement of Net Worth
2 List the liquid assets in order of liquidity
3 List the current liabilities in order
ProductivityThe ratio of an organizations outputs to inputs.
MetricsStatistics used to measure activities and results
StrategyThe companys plan for how it will balance its internal strengths and weaknesses with
external opportunities and threats to mainta
FIN2303 INTRODUCTION TO FINANCE
THURSDAY, SEPTEMBER 22, 2016
HOMEWORK ASSIGNMENT 12
Future Value - Annuity Due - C/Y = 1 - CFO
Calculate the future value of an annuity, with case A
being an ordinary annuity and case B being an
1) Before you start to invest, you should ensure liquidity by owning
A) individual stocks.
B) money market mutual funds.
C) options and puts.
D) corporate bonds.
2) The security that represents equity or ownership of a corporation is
Financial Case # 2
Submit ONE Microsoft Word file using Blackboard, do not email to professor.
Part A: Take a look at the Canadian Andex chart: CHART LINK
1. List 10 elements of the Andex chart. All combined Indices performance count as 1
Personal Finance: the process of planning your spending, financing, and investing activities, while taking into account
uncontrollable events such as death or disability, in order to optimize your financial situation over time.