Past Midterm Questions
1. List 3 cases where the ACB of a security is NOT its average cost
i) if you can buy a car for $500, you are allowed to calculate the ACB as the MAX(cost, 1000)
which in this c
Business 413
Mid-Term Test
Page 11
PART A: MULTIPLE CHOICE ( 1.50 MARK EACH ) : Answer Only 20 questions.
Answer Sheet For Multiple Choice Questions:
1.
B
2.
A
3.
A
4.
D
5.
E
6.
C
7.
D
8.
C
9.
C
10.
D
BU413 Review Notes
Financial Planning Process (Canadian Institute of Financial Planning)
1. Establish Financial Objectives
- should be specific, measurable, attainable, realistic, and time framed (SMA
Chapter 2: Time Value of Money
Discount Bond pays no interest during its life
Arithmetic Mean Return = 0.17 + 0.08 + 0.02 +_0.15
4
Geometric Mean Return = square root of the product of the returns
GM
Lecture 4: Exponents and Logarithms. Compound
Interest
MA170: Introduction to Mathematics of Finance
September 23, 2010
Mathematics of Finance (MA170)
Lecture 4: Exponents and Logarithms. Compound Int
Lecture 8: Compound Interest: Extensions and
Applications
MA170: Introduction to Mathematics of Finance
October 7, 2010
Mathematics of Finance (MA170)
Lecture 8: Compound Interest: Extensions and Appl
Lecture 11: Discounted Values and Annuities-Due
MA170: Introduction to Mathematics of Finance
October 19, 2010
Mathematics of Finance (MA170)
Lecture 11: Discounted Values and Annuities-Due
October 19
Critical illness insurance
Critical illness claims.
Were here for you. Providing support when you need it.
Critical illness is something none of us wish to face. Yet it affects many of us, often when
Learning Outcome Statements - Week 0
Time Value of Money is a very important topic in Financial Planning, but it was covered
in great depth in the Bu383/Bu393 courses and will not be taken up duing cl
Risk Monitoring
Continuous monitoring by the project risk manager and the project team ensures that new and changing
risks are detected and managed and that risk response actions are implemented and e
Learning Outcome Statements - Week 8 - Part A
Learning Outcome Statements *
1. Define or Distinguish Between
o
saving vs investing
o
safety, risk, income, growth, marketability and liquidity in invest
Problems on Capital Gains
1. Example of Listed Personal Property:
a.
Throughout 1962, Eddy Current bought the first twelve editions of Teenage Mutant
Ninja Grasshoppers for a total cost of $25. Eddy w
WILFRID LAURIER UNIVERSITY
School of Business and Economics
MIDTERM COVER SHEET
COURSE NAME:
PERSONAL FINANCIAL PLANNING & MANAGEMENT
Sample Mid-Term Exam
LENGTH (DURATION) OF TEST:
NUMBER OF PAGES:
1
Lecture 6: Compound Interest: Special Topics
MA170: Introduction to Mathematics of Finance
September 30, 2010
Mathematics of Finance (MA170)
Lecture 6: Compound Interest: Special Topics
September 30,
Lecture 9: Progressions
MA170: Introduction to Mathematics of Finance
October 14, 2010
Mathematics of Finance (MA170)
Lecture 9: Progressions
October 14, 2010
1 / 18
Outline
1 Sequences and Series
2 A
Lecture 14: General Annuities
MA170: Introduction to Mathematics of Finance
October 28, 2010
Mathematics of Finance (MA170)
Lecture 14: General Annuities
October 28, 2010
1 / 11
Outline
1 General Annu
Week 6 BU413 Personal Finance
Tax Shelters
o Labor sponsored venture capital corporations
Maximum put in each year for tax purposes = $5000 a year
Combined credit limited to 30%
Non-refundable tax
Lectures 18: Outstanding Balance. Refinancing
MA170: Introduction to Mathematics of Finance
November 11, 2010
Mathematics of Finance (MA170)
Lectures 18: Outstanding Balance. Refinancing
November 11,
Lecture 20: Introduction to Bonds
MA170: Introduction to Mathematics of Finance
November 18, 2010
Mathematics of Finance (MA170)
Lecture 20: Introduction to Bonds
November 18, 2010
1 / 12
Outline
1 Se
Lecture 22: Callable Bonds. Bond Prices between
Coupon Dates
MA170: Introduction to Mathematics of Finance
November 25, 2010
Mathematics of Finance (MA170)
Lecture 22: Callable Bonds. Bond Prices betw
Lecture 3: Topics in Simple Interest
MA170: Introduction to Mathematics of Finance
September 21, 2010
Mathematics of Finance (MA170)
Lecture 3: Topics in Simple Interest
September 21, 2010
1 / 20
Outl
Lecture 12: Deferred Annuities. Term of an Annuity
MA170: Introduction to Mathematics of Finance
October 21, 2010
Mathematics of Finance (MA170)
Lecture 12: Deferred Annuities. Term of an Annuity
Octo
Lecture 13: Annuities: Determining the Rate
MA170: Introduction to Mathematics of Finance
October 26, 2010
Mathematics of Finance (MA170)
Lecture 13: Annuities: Determining the Rate
October 26, 2010
1
Lecture 17: Amortization of a Debt
MA170: Introduction to Mathematics of Finance
November 9, 2010
Mathematics of Finance (MA170)
Lecture 17: Amortization of a Debt
November 9, 2010
1 / 12
Outline
1 Am
3A-a)
European Call Options on S&P 500 at Jan 6, 2010
S(t)
r
q
DTM
K
Option Price
Dailly Vol
Annualize
d
Volatility
1137.14
1137.14
1137.14
1137.14
1137.14
1137.14
1137.14
1137.14
1137.14
1137.14
1137