Learning Plan
Topics
Orientation
I. Introduction to Financial
Management (Chapter 1-4)
1. What is Financial Management?
2. The Goal of the Firm
3. Legal Forms of Business
Organization
II. Evaluating A Firm’s Financial
(Chapter 5-8)
1. Performance
2. Balance Sheet
3. Income Statement
4. Uses and limitations of
Financial Statements
5. Ratio Analysis
III. Financial Forecasting, Planning
and Budgeting (Chapter 9-10)
1. Financial Forecasting and
Planning Sustainable rate of
Growth
2. Financial Planning and
Budgeting
IV. Working Capital Management
and Short-Term Financing
(Chapter 11-12 and 14)
1. Working Capital Financing
Policy
2. Sources of Short-term funds
Long Quiz
PRELIM EXAM
V. Receivables and Inventory
Management (Chapter 13)
1. Credit Policy
2. Credit investigation and
approval
3. Monitoring Receivables
4. Office forms to document
receivable
5. Duties & responsibilities of
personnel handling receivable
6. Ways of converting receivable
into cash
7. Types of inventory
8. Inventory Costs
9. Independent Monitoring
10. Production Management
Systems
11. Other Issues in Inventory
Management
12. Office forms to document
inventory
13. Duties & responsibilities of
personnel handling inventory
Specific Learning Outcomes Session Learning
Activities
Acquaint the students in this course and integrate 1 Lecture Discussion
future subjects related to the course
1. Identify the goals of the firm. 2 Lecture
2. Enumerate the legal forms of business Discussion
organization.
3. Understand the interaction between the Interactive Seatwork
corporation and the financial markets.
4. Identify and understand the ten principles that form
the foundation of financial Quiz
management.
1. Prepare the different financial statements 3 Lecture
prepared by business firms. Discussion
2. Enumerate and explain the limitations of financial
statements. Interactive Seatwork
3. Analyze the financial statements.
4. Perform ratio analysis
5. Identify relationships between ratios Quiz
6. Interpret ratios
1. Explain the nature and concept of financial 4 Lecture
forecasting, planning and budgeting Discussion
2. Prepare financial forecasting, planning and
budgeting
Interactive Seatwork
3. Prepare a cash budget
Quiz
1. Understand the nature of working capital and 5 Lecture
working capital financing policy Discussion
2. Explain the sources of short-term funds
Interactive Seatwork
5
6
1. Thoroughly explain the nature and concepts 7 Lecture
of receivables and receivables management Discussion
2. Know the importance and concepts of credit
policy
3. Understand the process of credit Interactive Seatwork
investigation and approval
4. Understand the methods of monitoring company
Quiz
receivables
5. Thoroughly discuss the nature and concepts
of inventory management
6. Explain the different costs associated with inventory
7. Distinguish the nature of independent demand
items
8. Know the ways of monitoring inventory
9. Explain the different production management
systems
10. Identify and discuss other issues in inventory
management
14. Marketing Management
Inventory
VI. Cost of Capital (Chapter 15) 1. To identify the different components in a project’s 8 Lecture
1. The Cost of Equity cost of capital, the methods used to determine the Discussion
2. The Cost of Debt and cost of each component, and how the costs are
Preferred Stock combined into a weighted cost of capital.
3. The Weighted Average Cost
of Capital
VII. Capital Budgeting: Features of 1. To compare and contrast net present value with 9 Lecture
Various Capital Budgeting other methods for selecting among alternative Discussion
Techniques (Chapter 16-17) investment proposals
1. Finding Profitable Projects
2. Payback Period Interactive Seatwork
3. Net Present Value
4. Profitability Index
5. Internal Rate of Return Quiz
6. Ethics in Capital Budgeting
7. Some Actual Capital Budgeting
Practices
VIII. Financial Leverage and Capital 1. To show what happens when the firm’s reliance on 10 Lecture
Structure Policy (Chapter 18) debt changes Discussion
1. The Effect of Financial 2. To discuss taxes, bankruptcy, costs, and capital
Leverage structure decisions
2. Capital Structure and the Interactive Seatwork
Cost of Equity
3. Observed Capital Structures
Quiz

IX. Long-Term Financing (Chapter 19) 1. To describe the main features of long-term 11 Lecture
1. Features of Equity Securities financing and corporate securities Discussion
2. Features of Corporate and 2. To discuss long-term debt, preferred stock, and
Government Securities common stock
3. To understand the historical patterns of long-term Interactive Seatwork
financing
Long Quiz 11
MIDTERM EXAM 12

X. Dividends and Dividend Policy 1. To identify and discuss the important factors that 13 Lecture
(Chapter 20) financial managers must consider in establishing a Discussion
1. Cash Dividends and Dividend Payment dividend policy.
2. Real-World Factors Favoring a Low
Dividend Payout Interactive Seatwork
3. Real-World Factors Favoring a High
Dividend Payout
4. Stock Repurchases Quiz
5. Stock Dividends and Stock
Splits
XI. Mergers and Acquisitions (Chapter 21) 1. To understand the nature, types and how to value 14 Lecture
1.Nature and Types of Mergers and Merger and Acquisition transactions. Discussion
Acquisitions 2. To identify and discuss types of Divestiture.
2.Valuing Merger Interactive Seatwork
3.Divestitures

Long Quiz 14
FINAL EXAM 15