TO COMPLETE ALL ASSIGNMENTS FOR THIS CLASS, WEEKLY ASSIGNMENTS HAVE TO BE COMPLETED BY DUE DATES, NO EXCEPTIONS AT ALL, FROM 04/06/20-06/22/20 THIS CLASS IS 11 WEEKS
TEXT BOOK WILL BE ELECTRONIC AND PROVIDED
LOGIN INFO WILL BE PROVIDED ALSO
A BONUS ALSO IF FINAL GRADE IS AN A PLUS
COOMUNICATION WEEKLY IS A MUST, NO EXCEPTION
3 Payments $200 down, $100 midterm grade, $200 final grade
Preview: FIN100 : Principles of Finance
Course Guide
Prerequisites
Course Description
Instructional Materials
Course Resources
Course Learning Outcomes
ACC100 and MAT104
Serves as a foundation course in business finance. Provides a conceptual framework for the financial decision-making process and introduces tools
and techniques of finance including financial mathematics, capital budgeting, sources of funds and financial analysis. Topics include acquisition and use
of short-term and long-term capital; financial markets, institutions and instruments; financial control; time value of money; cash, operation and long-
range budgeting; and cost of capital.
Required Resources
Ronald W. Melicher. 2017. Introduction to Finance (16th ed.). John Wiley & Sons.
infobundl. 2014. Growth Mindset [Video]. https://www.youtube.com/watch?v=ElVUqv0v1EE
Federal Reserve Bank of San Francisco. No date. Chair the Fed: A Monetary Policy Game. https://www.sffed-education.org/chairthefed/default
Jonathan Kingsbury. 2013. Am I Diversified – Mad Money [Video]. https://www.youtube.com/watch?v=f3lDxexupcE
graphixmdp. 2011. The Crisis of Credit Visualized – HD [Video]. https://www.youtube.com/watch?v=bx_LWm6_6tA
unlistedoo7. 2010. 60 Minutes Episode – Wall Street – Inside the Collapse P-1 [Video]. https://www.youtube.com/watch?v=FMt_ZczGmEU
incomeinvestor. 2009. How the Stock Market Works [Video]. https://youtu.be/GnJCOof2HJk
Kurzgesagt – In a Nutshell. 2013. How the Stock Exchange Works (For Dummies) [Video]. https://youtu.be/F3QpgXBtDeo
PBS. 2009. FRONTLINE | Inside the Meltdown | Sneak Peek 2 | PBS [Video]. https://www.youtube.com/watch?v=HX6Fg62l0e8
TradingCoachUK. 2017. Best Documentary of the Housing Market Crash (of 2020?) | Inside the Meltdown | Behind the Big Short [Video].
Supplemental Resources
Intercontinental Exchange, Inc. No date. The New York Stock Exchange. https://www.nyse.com/index
Google. No date. Google Finance. https://www.google.com/finance
Nasdaq. No date. https://www.nasdaq.com/
Verizon Media. No date. Yahoo! Finance. https://finance.yahoo.com/
Monster. No date. https://www.monster.com/
Indeed. No date. https://www.indeed.com/
United States Office of Personnel Management. No date. USAJobs. https://www.indeed.com/
NOTE: The links in this document do not function. Please refer to your online course to view/download linked content.
https://www.sffed-education.org/chairthefed/default
https://www.youtube.com/watch?v=HX6Fg62l0e8
https://www.nyse.com/index
https://www.google.com/finance
https://www.nasdaq.com/
https://finance.yahoo.com/
https://www.monster.com/
https://www.indeed.com/
https://www.usajobs.gov/
Weekly Course Schedule
Week 1 – To Do List
Discuss: Introduce yourself to your professor and fellow students.
Learn: Complete this week’s readings from Introduction to Finance.
Learn: View Lecture 1, The Financial Environment.
Learn: View the Growth Mindset video.
Practice: Complete the Week 1 Homework.
Week 2 – To Do List
Learn: Complete this week’s readings from Introduction to Finance.
Learn: View Lecture 2, The Role of Government in Finance.
Discuss: Chair the Fed: A Monetary Policy Game.
Practice: Complete the Week 2 Homework.
Week 3 – To Do List
Learn: Complete this week’s readings from Introduction to Finance.
Learn: View Lecture 3, What is Interest, Inflation, and Savings?
Quiz: Complete the Chapters 1, 4, and 5 Quiz.
Practice: Complete the Week 3 Homework.
Assignment: Complete the Week 3 Stock Journal.
Explain the fundamental concepts of finance in personal, national, international, and business contexts.1
Analyze the performance of an investment portfolio over time.2
Discuss investment plans based on finance principles.3
Week 4 – To Do ListWeek 4 – To Do List
Learn: Complete this week’s readings from Introduction to Finance.
Learn: View Lecture 4, Time Value of Money Part 1.
Discuss: Watch a video and discuss The Credit Crisis.
Practice: Complete the Week 4 Homework.
Week 5 – To Do List
Learn: Complete this week’s readings from Introduction to Finance.
Learn: View Lecture 5, Time Value of Money Part 2.
Discuss: Watch a video and discuss The Financial Crash.
Practice: Complete the Week 5 Homework.
Week 6 – To Do List
Learn: Complete this week’s readings from Introduction to Finance.
Learn: View Lecture 6, Interest Rates, Stocks, & Bonds.
Learn: View the How the Stock Market Works video.
Learn: View the How the Stock Exchange Works (For Dummies) video.
Practice: Complete the Week 6 Homework.
Week 7 – To Do List
Learn: Complete the assigned readings from Introduction to Finance.
Learn: View Lecture 7, Security Markets, Financial Return, & Risk Concepts.
Discuss: View a video and discuss Money Market Failures.
Quiz: Complete the Chapters 6, 7, 8, and 10 Quiz.
Week 7 – To Do List
Practice: Complete the Week 7 Homework.
Week 8 – To Do List
Learn: Complete the week’s assigned readings from Introduction to Finance.
Learn: View Lecture 8, Business Organization and Long-Term Financial Planning.
Assignment: Complete the Week 8 Stock Journal.
Practice: Complete the Week 8 Homework.
Week 9 – To Do List
Learn: Complete the week’s assigned readings from Introduction to Finance.
Learn: View the Lecture 9, Short-Term Financing.
Discuss: A Dream Business.
Practice: Complete the Week 9 Homework.
Quiz: Complete the Chapters 11–14 Quiz.
Week 10 – To Do List
Learn: Complete the week’s assigned readings from Introduction to Finance.
Learn: View Lecture 10, The Cost of Capital.
Practice: Complete the Week 10 Homework.
Assignment: Complete the Investing in My Future assignment.
Assignment: Complete the Week 10 Stock Journal.
Week 11 – To Do List
Discuss: Careers in Finance.
Week 11 – To Do List
Quiz: Complete the Chapters 15–18 Quiz.
Grading Scale
Participation Total Points % of Grade
Discussion Participation 180 18%
Assignment Total Points % of Grade
w01q1 – Week 1 Homework 44 4.4 %
w02q1 – Week 2 Homework 44 4.4 %
w03a1 – Week 3 Stock Journal 30 3 %
w03q1 – Week 3 Quiz: Chapters 1, 4 and 5 40 4 %
w03q2 – Week 3 Homework 44 4.4 %
w04q1 – Week 4 Homework 44 4.4 %
w05q1 – Week 5 Homework 44 4.4 %
w06a1 – Week 6 Homework 54 5.4 %
w07a1 – Week 7 Homework 54 5.4 %
w07q1 – Week 7 Quiz: Chapters 6, 7, 8, and 10 40 4 %
w08a1 – Week 8 Stock Journal 30 3 %
w08a2 – Week 8 Homework 54 5.4 %
w09q1 – Week 9 Homework 44 4.4 %
w09q2 – Week 8 Quiz: Chapters 11–14 40 4 %
w10a1 – Week 10: Investing in My Future 100 10 %
w10a2 – Week 10 Stock Journal 30 3 %
w10q1 – Week 10 Homework 44 4.4 %
w11q1 – Week 11 Quiz: Chapters 15–18 40 4 %
Totals 1000 100%
Final Course Grade
Points Percentage Grade
900 – 1000 90% – 100% A
800 – 899 80% – 89% B
700 – 799 70% – 79% C
600 – 699 60% – 69% D
599 59% and below F
Unique Course Features
Assignments
Teaching Assistants and Live Chat
This course will use Teaching Assistants (TAs) in order to assist the instructor with the learning experience. TAs play an active role in working with the
instructor to provide student support, grading and grading feedback, and also posting content in the course (e.g., discussion posts). This course also
utilizes a live chat feature that is tied to the instructor and the TA support team.
w08a2 – Week 8 Homework
Summary
Click the link to access the assignment instructions.
Text
Instructions
Complete the following homework scenario using the templates provided:
1. Select one U.S. publicly traded company and review its most recent annual report. (You may use one of the three companies you selected for your
Stock Journal assignment.)
Use the Excel template provided to report assets, liabilities, equity, revenue, and income for your selected company.
2. Determine changes in assets, liabilities, and equity.
3. Determine changes in total revenue and net income.
4. Describe the changes from the current and prior years in each of these key areas and whether the changes would be positive or negative from an
investor/stockholder’s view.
5. Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer
University Library. Note: Wikipedia and other Websites do not qualify as academic resources.
6. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:
Completed Excel template.
Completed Word document template.
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-
hand menu of your course.
Resource Templates
Week 8 Homework Assignment Excel Template [XLSX].
Week 8 Homework Template [DOC].
Scoring Guide
Select one U.S. publicly traded company and review the annual report. 20 %
Unacceptable
Did not select one U.S.
publicly traded company
and did not review the
annual report.
Needs Improvement
Insufficiently selected one
U.S. publicly traded
company and insufficiently
reviewed the annual report.
Satisfactory
Partially selected one U.S.
publicly traded company
and partially reviewed the
annual report.
Competent
Satisfactorily selected one
U.S. publicly traded
company and satisfactorily
reviewed the annual report.
Exemplary
Thoroughly selected one
U.S. publicly traded
company and thoroughly
reviewed the annual report.
Determine changes in assets, liabilities, and equity. 20 %
Unacceptable
Did not determine changes
in assets, liabilities, and
equity.
Needs Improvement
Insufficiently determined
changes in assets,
liabilities, and equity.
Satisfactory
Partially determined
changes in assets,
liabilities, and equity.
Competent
Satisfactorily determined
changes in assets,
liabilities, and equity.
Exemplary
Thoroughly determined
changes in assets,
liabilities, and equity.
Determine changes in total revenue and net income. 20 %
Unacceptable Needs Improvement Satisfactory Competent Exemplary
https://research.strayer.edu/
https://atlas.capella.edu/Course_Files/cf_week_8_homework_assignment_excel_template.xlsx
https://atlas.capella.edu/Course_Files/cf_week_8_homework_template
Did not determine changes
in total revenue and net
income.
Insufficiently determined
changes in total revenue
and net income.
Partially determined
changes in total revenue
and net income.
Satisfactorily determined
changes in total revenue
and net income.
Thoroughly determined
changes in total revenue
and net income.
Describe the changes from the current and prior years in each of these key
areas and determine if the changes would be positive or negative from an
investor/stockholder’s view. 25 %
Unacceptable
Did not describe the
change from the current
and prior years in each of
these key areas and
determine if the changes
would be positive or
negative from an
investor/stockholder’s view.
Needs Improvement
Insufficiently described the
change from the current
and prior years in each of
these key areas and
determined if the changes
would be positive or
negative from an
investor/stockholder’s view.
Satisfactory
Partially described the
change from the current
and prior years in each of
these key areas and
determined if the changes
would be positive or
negative from an
investor/stockholder’s view.
Competent
Satisfactorily described the
change from the current
and prior years in each of
these key areas and
determined if the changes
would be positive or
negative from an
investor/stockholder’s view.
Exemplary
Thoroughly described the
change from the current
and prior years in each of
these key areas and
determined if the changes
would be positive or
negative from an
investor/stockholder’s view.
Incorporate Strayer Writing Standards, clarity, writing mechanics, and
formatting requirements. 10 %
Unacceptable
Did not incorporate Strayer
Writing Standards, clarity,
writing mechanics, and
formatting requirements.
Needs Improvement
Insufficiently incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
Satisfactory
Partially incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
Competent
Satisfactorily incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
Exemplary
Thoroughly incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
Provide two references. 5 %
Unacceptable
No references provided.
Needs Improvement
Does not meet the required
number of references; all
references are poor-quality
choices.
Satisfactory
Does not meet the required
number of references;
some references are poor-
quality choices.
Competent
Meets the required number
of references; all
references are high-quality
choices.
Exemplary
Exceeds the required
number of references; all
references are high-quality
choices.
w07a1 – Week 7 Homework
Summary
Click the link to access your assignment instructions.
Text
For this week’s homework assignment, please answer the following questions using the Week 7 Homework Template [DOCX]:
1. Describe the differences among the following three types of orders: market, limit, and stop loss. Provide examples of each in your own words.
2. What is a short sale? Provide an example in your own words.
3. Describe buying on margin. Provide an example in your own words.
4. Why is it illegal to trade on insider information? Provide an example in your own words.
Note: Responses must be written in your own words, do not copy/paste from the Internet.
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-
hand menu of your course.
Scoring Guide
Describe in your own words, and cite an example of, the differences among
the following three types of orders: market, limit, and stop loss. 25 %
Unacceptable Needs Improvement Satisfactory Competent Exemplary
https://atlas.capella.edu/Course_Files/cf_week_7_homework_template x
Did not describe in your
own words, and did not cite
an example of, the
differences among the
following three types of
orders: market, limit, and
stop loss.
Insufficiently described in
your own words, and cited
an example of, the
differences among the
following three types of
orders: market, limit, and
stop loss.
Partially described in your
own words, and cited an
example of, the differences
among the following three
types of orders: market,
limit, and stop loss.
Satisfactorily described in
your own words, and cited
an example of, the
differences among the
following three types of
orders: market, limit, and
stop loss.
Thoroughly described in
your own words, and cited
an example of, the
differences among the
following three types of
orders: market, limit, and
stop loss.
Describe in your own words, and cite an example of, a short sale. 25 %
Unacceptable
Did not describe in your
own words, and did not cite
an example of, a short sale.
Needs Improvement
Insufficiently described in
your own words, and cited
an example of, a short sale.
Satisfactory
Partially described in your
own words, and did not cite
an example of, a short sale.
Competent
Satisfactorily described in
your own words, and cited
an example of, a short sale.
Exemplary
Thoroughly described in
your own words, and cited
an example of, a short sale.
Describe in your own words, and cite an example of, buying on margin. 25 %
Unacceptable
Did not describe in your
own words, and did not cite
an example of, buying on
margin.
Needs Improvement
Insufficiently described in
your own words, and cited
an example of, buying on
margin.
Satisfactory
Partially described in your
own words, and cited an
example of, buying on
margin.
Competent
Satisfactorily described in
your own words, and cited
an example of, buying on
margin.
Exemplary
Thoroughly described in
your own words, and cited
an example of, buying on
margin.
Explain in your own words, and cite an example of, why it is illegal to trade
on insider information. 20 %
Unacceptable
Did not explain in your own
words, and did not cite an
example of, why it is illegal
to trade on insider
information.
Needs Improvement
Insufficiently explained in
your own words, and cited
an example of, why it is
illegal to trade on insider
information.
Satisfactory
Partially explained in your
own words, and cited an
example of, why it is illegal
to trade on insider
information.
Competent
Satisfactorily explained in
your own words, and cited
an example of, why it is
illegal to trade on insider
information.
Exemplary
Thoroughly explained in
your own words, and cited
an example of, why it is
illegal to trade on insider
information.
Provide two references. 5 %
Unacceptable
No references provided.
Needs Improvement
Does not meet the required
number of references; all
references are poor-quality
choices.
Satisfactory
Does not meet the required
number of references;
some references are poor-
quality choices.
Competent
Meets the required number
of references; all
references are high-quality
choices.
Exemplary
Exceeds the required
number of references; all
references are high-quality
choices.
w10a2 – Week 10 Stock Journal
Summary
Click the link to complete your Stock Journal Assignment for this week.
Text
This is the week you have been waiting for— to see if you are walking home a pretend millionaire, or whether you would be finding a side job to recoup
your losses!
This is the last of the three stock journal assignments that you will complete during this course. For this assignment, you will add your work for Week 10
to your previous work from Weeks 3 and 8, following the instructions below. Two templates have been provided for your use. One template is where
you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other
template is where you will write your rationale/summary. Please download both templates, then complete, save, and upload both templates to
Blackboard when submitting your work.
Instructions
For Week 10, review your investment for the last time and complete the following:
1. Record the current price of the stock for each company you selected in Week 3’s Stock Journal.
You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you
check it during the day). Use the MS Excel spreadsheet or MS Word document to put your Week 8 and Week 10 stock prices side-by-
side, to show the comparison.
2. Determine the total value of your investment.
3. Provide your final opinion/assessment of your investments.
Consider the following questions as you provide your assessment:
Did you make money or lose money?
What were your results?
Based on hindsight, what you would do differently?
4. Discuss what you learned from this assignment and how this assignment could help you in the future.
5. Use at least two quality references. Consider using the sources of information ideas above and/or searching and locating resources from the Strayer
University Library. Note: Wikipedia and other Websites do not qualify as academic resources.
6. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:
Completed Excel template with Week 3, 8, and 10 complete.
Completed Word document template with your rationale with Week 3, 8, and 10 complete.
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-
hand menu of your course.
The course outcome associated with this assignment is:
Analyze the performance of an investment portfolio over time.
Resources
Weeks 3, 8, and 10 Stock Journal Project Excel Template 1 [XLSX].
Note: The above Excel template has been provided for your use for the stock journal assignment. You will notice that there are directions for
your work in Weeks 3, 8, and 10. When submitting your assignment for each week, you may use the provided Excel template above, your
own Excel template that you create or a Word document that you create as long as it communicates the requested information.
Weeks 3, 8, and 10 Stock Journal Writing Assignment Template [DOC].
Scoring Guide
Record the current price of the stock for each company you selected in
Week 3’s Stock Journal. 20 %
Unacceptable
Did not record the current
price of the stock for each
company you selected in
Week 3’s Stock Journal.
Needs Improvement
Insufficiently recorded the
current price of the stock
for each company you
selected in Week 3’s Stock
Journal.
Satisfactory
Partially recorded the
current price of the stock
for each company you
selected in Week 3’s Stock
Journal.
Competent
Satisfactorily recorded the
current price of the stock
for each company you
selected in Week 3’s Stock
Journal.
Exemplary
Thoroughly recorded the
current price of the stock
for each company you
selected in Week 3’s Stock
Journal.
Determine the total value of your investment. 25 %
Unacceptable
Did not determine the total
value of your investment.
Needs Improvement
Insufficiently determined
the total value of your
investment.
Satisfactory
Partially determined the
total value of your
investment.
Competent
Satisfactorily determined
the total value of your
investment.
Exemplary
Thoroughly determined the
total value of your
investment.
Provide your final opinion/assessment of your investments. 25 %
Unacceptable
Did not provide your final
opinion/assessment of your
investments.
Needs Improvement
Insufficiently provided your
final opinion/assessment of
your investments.
Satisfactory
Partially provided your final
opinion/assessment of your
investments.
Competent
Satisfactorily provided your
final opinion/assessment of
your investments.
Exemplary
Thoroughly provided your
final opinion/assessment of
your investments.
Discuss what you learned from this assignment and how this assignment
could help you in the future. 25 %
Unacceptable Needs Improvement Satisfactory Competent Exemplary
https://research.strayer.edu/
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_project_excel_template.xlsx
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_writing_assignment_template
Did not discuss what you
learned from this
assignment and how this
assignment could help you
in the future.
Insufficiently discussed
what you learned from this
assignment and how this
assignment could help you
in the future.
Partially discussed what
you learned from this
assignment and how this
assignment could help you
in the future.
Satisfactorily discussed
what you learned from this
assignment and how this
assignment could help you
in the future.
Thoroughly discussed what
you learned from this
assignment and how this
assignment could help you
in the future.
Two references provided. 5 %
Unacceptable
No references provided.
Needs Improvement
Does not meet the required
number of references; all
references are poor-quality
choices.
Satisfactory
Does not meet the required
number of references;
some references are poor-
quality choices.
Competent
Meets the required number
of references; all
references are high-quality
choices.
Exemplary
Exceeds the required
number of references; all
references are high-quality
choices.
w08a1 – Week 8 Stock Journal
Summary
Click the link to complete your Stock Journal Assignment for this week.
Text
This is the second of three stock journal assignments that you will complete during this course. For this assignment, you will add your work for Week 8
to your previous work from Week 3, following the instructions below. Two templates have been provided for your use. In one template, you will enter
your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other template is where you
will write your rationale/summary. Please download both templates, then complete, save, and submit both templates to Blackboard.
Instructions
For this week’s portion of the assignment, complete the following:
1. Record the current price of the stock for each company you selected in Week 3’s Stock Journal.
You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you
check it during the day).
Use the MS Excel spreadsheet or MS Word document to put your Week 3 and Week 8 stock prices side-by-side, to show your
comparison.
2. Determine the current value of your total investment.
Do not make any changes to your investment at this time.
Calculate your total based on the number of shares and the new price per share, for each company.
3. Evaluate the results of your current investment to provide your opinion/assessment of your investments.
Consider the following questions as you provide your opinion:
Why do you believe the stock increased, decreased, or remained static?
Are you upset because your investment is worth less than $25,000?
Are you happy with the result and the trend?
4. Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer
University Library. Note: Wikipedia and other websites do not qualify as academic resources.
5. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:
Completed Excel template with Week 3 and Week 8 complete.
Completed Word document template with your rationale with Week 3 and Week 8 complete.
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-
hand menu of your course.
The specific course learning outcome associated with this assignment is:
Analyze the performance of an investment portfolio over time.
Resources
Weeks 3, 8, and 10 Stock Journal Project Excel Template 1 [XLSX].
https://research.strayer.edu/
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_project_excel_template.xlsx
Note: The above Excel template has been provided for your use for the stock journal assignment. You will notice that there are directions for
your work in Weeks 3, 8, and 10. When submitting your assignment for each week, you may use the provided Excel template above, your
own Excel template that you create or a Word document that you create as long as it communicates the requested information.
Weeks 3, 8, and 10 Stock Journal Writing Assignment Template [DOC].
Scoring Guide
Record the current price of the stock for each company you selected in
Week 3. 30 %
Unacceptable
Did not record the current
price of the stock for each
company you selected in
Week 3.
Needs Improvement
Insufficiently recorded the
current price of the stock
for each company you
selected in Week 3.
Satisfactory
Partially recorded the
current price of the stock
for each company you
selected in Week 3.
Competent
Satisfactorily recorded the
current price of the stock
for each company you
selected in Week 3.
Exemplary
Thoroughly recorded the
current price of the stock
for each company you
selected in Week 3.
Determine the current value of your total investment. 30 %
Unacceptable
Did not determine the
current value of your total
investment.
Needs Improvement
Insufficiently determined
the current value of your
total investment.
Satisfactory
Partially determined the
current value of your total
investment.
Competent
Satisfactorily determined
the current value of your
total investment.
Exemplary
Thoroughly determined the
current value of your total
investment.
Provide your assessment of your investments after evaluating the results of
your current investment. 35 %
Unacceptable
Did not provide your
assessment of your
investments after
evaluating the results of
your current investment.
Needs Improvement
Insufficiently provided your
assessment of your
investments after
evaluating the results of
your current investment.
Satisfactory
Partially provided your
assessment of your
investments after
evaluating the results of
your current investment.
Competent
Satisfactorily provided your
assessment of your
investments after
evaluating the results of
your current investment.
Exemplary
Thoroughly provided your
assessment of your
investments after
evaluating the results of
your current investment.
Two references provided. 5 %
Unacceptable
No references provided.
Needs Improvement
Does not meet the required
number of references; all
references are poor-quality
choices.
Satisfactory
Does not meet the required
number of references;
some references are poor-
quality choices.
Competent
Meets the required number
of references; all
references are high-quality
choices.
Exemplary
Exceeds the required
number of references; all
references are high-quality
choices.
w03a1 – Week 3 Stock Journal
Summary
Click the link to complete your Stock Journal Assignment for this week.
Text
This is the first of three stock journal assignments that you will complete during this course. For this assignment, two templates have been provided for
your use. In one template, you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget
of $25K. The other template is where you will write your rationale/summary. Please download both templates, and complete, save, then upload both
templates to Blackboard when submitting your work.
Scenario
Capital markets and the ability to raise funds for corporate uses are essential to the U.S. economic system. For this assignment, imagine that you have
$25,000 to invest in U.S. companies. You are buying used stock. The company got the money when it issued the stock originally. You will be buying it
from an existing owner.
You are investing, or buying, the stock because you believe the company will make money and pay you a dividend in cash. Each share of stock that you
buy entitles you to any dividend declared and a vote at the annual stockholders’ meeting.
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_writing_assignment_template
The stock also allows you the ability to earn your money back by selling the stock. Of course, investing in stocks is risky and there is the possibility that
the stock you buy will be worth less when you want your money back. The company is not obligated to give you any of your money back. You will only
get your money back if another investor wants to buy your stock.
Instructions
Using the above scenario and the resources listed below, complete the following directions for your Week 3 Stock Journal entry:
1. Select three US companies that are publicly traded using your knowledge and experience and make sure you are practicing good diversification. Jim
Cramer, Money Manager, on CNBC, plays a game at the end of his show called “Am I Diversified.” Check out the short clip, Am I Diversified – Mad
Money [Video], to get a sense of industry diversification.
Ideas for Sources of Information: There are many ways to find such companies and the stock prices, including the New York Stock
Exchange, Google Finance, NASDAQ, and Yahoo! Finance.
2. Describe how you will divide $25,000 across the three companies (e.g. $10,000 in Company 1, $10,000 in Company 2, and $5,000 in Company 3).
You decide the amount you are investing in each company. You do not have to provide any analysis to justify your decisions.
3. Provide a reason for picking each company.
For example, you might invest in Ford because that company gets a lot of your money and you hear that Ford is doing well, and will
continue to do well.
4. Identify the number of shares you are buying, and the price of the shares you are buying for each company.
Once you decide the companies and the amount for each company, determine how many shares you can buy. For example, if Company 1
is selling for $42.16, then you may buy $10,000/$42.16, or 237.19 shares. But you cannot buy a part of a share, so you decide to buy
either 237 or 238. In this example, you buy 237 shares at $42.16 per share, investing $9,991.92. You won’t be able to buy exactly
$10,000, or $5,000, or $25,000, but it will be relatively close.
5. Use at least two quality references. Consider using the sources of information ideas above and/or searching and locating resources from the Strayer
University Library. Note: Wikipedia and other websites do not qualify as academic resources.
6. Submit two documents for your journal assignment submission by uploading them to the assignment submission area:
Completed Excel template.
Completed Word document template with your rationale.
Note: This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in
the left-hand menu of your course.
The specific course learning outcome associated with this assignment is:
Analyze the performance of an investment portfolio over time.
Resources
Weeks 3, 8, and 10 – Stock Journal Project Excel Template [XLSX].
Note: The above Excel template has been provided for your use for the stock journal assignment. You will notice that there are directions for
your work in Weeks 3, 8, and 10. When submitting your assignment for each week, you may use the provided Excel template above, your
own Excel template that you create, or a Word document that you create as long as it communicates the requested information.
Weeks 3, 8, and 10 – Stock Journal Writing Assignment Template [DOC].
Scoring Guide
Select three U.S. companies that are publicly traded and make an attempt to
practice good diversification. 25 %
Unacceptable
Did not select three U.S.
companies that are publicly
traded.
Needs Improvement
Selected one or two U.S.
companies that are publicly
traded. Insufficient attempt
to practice good
diversification.
Satisfactory
Selected three U.S.
companies that are publicly
traded. Partial attempt to
practice good
diversification.
Competent
Selected three U.S.
companies that are publicly
traded. Satisfactory
attempt to practice good
diversification.
Exemplary
Selected three U.S.
companies that are publicly
traded. Thorough attempt
to practice good
diversification.
Describe how you will divide the $25,000 across the three companies. 25 %
Unacceptable
Did not describe how you
would divide the $25,000
Needs Improvement
Insufficiently describes how
you would divide the
Satisfactory
Partially describes how you
would divide the $25,000
Competent
Satisfactorily describes
how you would divide the
Exemplary
Thoroughly describes how
you would divide the
http://www.nyse.com/
https://www.google.com/finance
https://www.nasdaq.com/
https://finance.yahoo.com/
https://research.strayer.edu/
http://cf_weeks_3_8_10_stock_journal_project_excel_template.xlsx/
https://atlas.capella.edu/Course_Files/cf_weeks_3_8_10_stock_journal_writing_assignment_template
across the three
companies.
$25,000 across the three
companies.
across the three
companies.
$25,000 across the three
companies.
$25,000 across the three
companies.
Provide a reason for why you chose the selected three U.S. companies. 25
%
Unacceptable
Did not provide a reason
for why you chose the
selected three U.S.
companies.
Needs Improvement
Insufficiently provided a
reason for why you chose
the selected three U.S.
companies.
Satisfactory
Partially provided a reason
for why you chose the
selected three U.S.
companies.
Competent
Satisfactorily provided a
reason for why you chose
the selected three U.S.
companies.
Exemplary
Thoroughly provided a
reason for why you chose
the selected three U.S.
companies.
Identify the number of shares you are buying, and the price of the shares you
are buying for each company. 20 %
Unacceptable
Did not identify the number
of shares you are buying,
and the price of the shares
you are buying for each
company.
Needs Improvement
Insufficiently identified the
number of shares you are
buying, and the price of the
shares you are buying for
each company.
Satisfactory
Partially identified the
number of shares you are
buying, and the price of the
shares you are buying for
each company.
Competent
Satisfactorily identified the
number of shares you are
buying, and the price of the
shares you are buying for
each company.
Exemplary
Thoroughly identified the
number of shares you are
buying, and the price of the
shares you are buying for
each company.
Provide two references. 5 %
Unacceptable
No references provided.
Needs Improvement
Does not meet the required
number of references; all
references are poor-quality
choices.
Satisfactory
Does not meet the required
number of references;
some references are poor-
quality choices.
Competent
Meets the required number
of references; all
references are high-quality
choices.
Exemplary
Exceeds the required
number of references; all
references are high-quality
choices.
w10a1 – Week 10: Investing in My Future
Summary
Click the link for the assignment.
Text
Finance is exciting! In this course, we learned how money can grow through the use of compounding and interest rates and your growth strategies may
now be different. What are your new financial goals? Would you like to become more liquid, to save more for your retirement, or to start a new
business? Whatever your goals, finance is right at the core. Think about what you learned in this course regarding investing to complete this
assignment.
Write a two to three-page paper in which you:
1.
Describe three ways you will invest in your future based on the principles of
finance discussed in this course. Include terminology from the course
and use citations as necessary to support your explanation of the terminology.
2. Discuss one of the three ways you feel most confident as a way to invest in your future. Explain your level of confidence.
3. Of the three ways that you will invest in your future, discuss the one that you perceive might be the most challenging. Then, discuss how you might
overcome some of those challenges.
4. Use the Week 10 Writing Assignment Template [DOC] to provide additional help with organizing your assignment.
Note: This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in
the left-hand menu of your course.
The specific course learning outcome associated with this assignment is:
Discuss investment plans based on finance principles.
For help with this assignment, view the FIN100 Writing Assignment Help video.
Scoring Guide
Describe three ways you will invest in your future based on the principles of
https://atlas.capella.edu/Course_Files/cf_week_10_writing_assignment_template
http://cdnapisec.kaltura.com/html5/html5lib/v2.74.1/mwEmbedFrame.php/p/956951/uiconf_id/10709241/entry_id/1_t7knz2qy?wid=_956951&iframeembed=true&playerId=kaltura_player_1534864235&entry_id=1_t7knz2qy&flashvars[streamerType]=auto#
finance discussed in this course. Include terminology from the course and
use citations as necessary to support your explanation of the terminology.
35 %
Unacceptable
Did not describe three
ways you will invest in your
future based on the
principles of finance
discussed in this course.
Did not include terminology
from the course and use
citations as necessary to
support your explanation of
the terminology.
Needs Improvement
Insufficiently described
three ways you will invest
in your future based on the
principles of finance
discussed in this course.
Insufficiently included
terminology from the
course and use citations as
necessary to support your
explanation of the
terminology.
Satisfactory
Partially described three
ways you will invest in your
future based on the
principles of finance
discussed in this course.
Partially included
terminology from the
course and use citations as
necessary to support your
explanation of the
terminology.
Competent
Satisfactorily described
three ways you will invest
in your future based on the
principles of finance
discussed in this course.
Satisfactorily included
terminology from the
course and use citations as
necessary to support your
explanation of the
terminology.
Exemplary
Thoroughly described three
ways you will invest in your
future based on the
principles of finance
discussed in this course.
Thoroughly included
terminology from the
course and use citations as
necessary to support your
explanation of the
terminology.
Discuss one of the three ways you feel most confident as a way to invest in
your future. Explain your level of confidence. 30 %
Unacceptable
Did not discuss one of the
three ways you feel most
confident as a way to invest
in your future. Did not
explain your level of
confidence.
Needs Improvement
Insufficiently discussed one
of the three ways you feel
most confident as a way to
invest in your future.
Insufficiently explained
your level of confidence.
Satisfactory
Partially discussed one of
the three ways you feel
most confident as a way to
invest in your future.
Partially explained your
level of confidence.
Competent
Satisfactorily discussed
one of the three ways you
feel most confident as a
way to invest in your future.
Satisfactorily explained
your level of confidence.
Exemplary
Thoroughly discussed one
of the three ways you feel
most confident as a way to
invest in your future.
Thoroughly explained your
level of confidence.
Discuss one of the three ways that you will invest in your future that you
perceive might be the most challenging and how you might overcome some
of those challenges. 25 %
Unacceptable
Did not discuss one of the
three ways that you will
invest in your future that
you perceive might be the
most challenging. Did not
discuss how you might
overcome some of those
challenges.
Needs Improvement
Insufficiently discussed one
of the three ways that you
will invest in your future
that you perceive might be
the most challenging.
Insufficiently discussed
how you might overcome
some of those challenges.
Satisfactory
Partially discussed one of
the three ways that you will
invest in your future that
you perceive might be the
most challenging. Partially
discussed how you might
overcome some of those
challenges.
Competent
Satisfactorily discussed
one of the three ways that
you will invest in your future
that you perceive might be
the most challenging.
Satisfactorily discussed
how you might overcome
some of those challenges.
Exemplary
Thoroughly discussed one
of the three ways that you
will invest in your future
that you perceive might be
the most challenging.
Thoroughly discussed how
you might overcome some
of those challenges.
Incorporate Strayer Writing Standards, clarity, writing mechanics, and
formatting requirements. 10 %
Unacceptable
Did not incorporate Strayer
Writing Standards, clarity,
writing mechanics, and
formatting requirements.
Needs Improvement
Insufficiently incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
Satisfactory
Partially incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
Competent
Satisfactorily incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
Exemplary
Thoroughly incorporated
Strayer Writing Standards,
clarity, writing mechanics,
and formatting
requirements.
w06a1 – Week 6 Homework
Summary
Click the link to access the assignment.
Text
For this assignment, you will read the scenario and then use the provided Excel and Word document templates to complete your assignment before
uploading them to the assignment submission area.
Scenario
Larry and Beth are both married, working adults. They both plan for retirement and consider the $6,000 annual contribution a must.
First, consider Beth’s savings. She began working at age 20 and began making an annual contribution to her IRA of $6,000 each year until age 32 (12
contributions). She then left full-time work to have children and be a stay-at-home mom. She left her IRA invested and plans to begin drawing from her
IRA when she is 65.
Larry started contributing to his IRA at age 32. In the first 12 years of his working career, he used his discretionary income to buy a home, upgrade the
family cars, take vacations, and pursue his golfing hobby. At age 32, he made his first $6,000 contribution to an IRA and contributed $6,000 every year
up until age 65 (33 contributions). He plans to retire at age 65 and make withdrawals from his IRA.
Both IRA accounts grow at an 8% annual rate. Do not consider any tax or inflation effect.
Instructions
Create a chart summarizing the details of the investment for both Larry and Beth.
Write a one-paragraph summary in which you explain the results in terms of the time value of money for both Larry and Beth. (Hint: discuss why
one person was able to save a great deal more than the other.)
Note: This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in
the left-hand menu of your course.
Resource Templates
Week 6 Homework Excel Template [XLSX].
Week 6 Homework Template [DOC].
Scoring Guide
Create a chart summarizing the details of Beth’s Investment. 20 %
Unacceptable
Did not create a chart
summarizing the details of
Beth’s investment.
Needs Improvement
Insufficiently created a
chart summarizing the
details of Beth’s
investment.
Satisfactory
Partially created a chart
summarizing the details of
Beth’s investment.
Competent
Satisfactorily created a
chart summarizing the
details of Beth’s
investment.
Exemplary
Thoroughly created a chart
summarizing the details of
Beth’s investment.
Create a chart summarizing the details of Larry’s investment. 20 %
Unacceptable
Did not create a chart
summarizing the details of
Larry’s investment.
Needs Improvement
Insufficiently created a
chart summarizing the
details of Larry’s
investment.
Satisfactory
Partially created a chart
summarizing the details of
Larry’s investment.
Competent
Satisfactorily created a
chart summarizing the
details of Larry’s
investment.
Exemplary
Thoroughly created a chart
summarizing the details of
Beth’s investment.
Explain the results of Beth’s investment in terms of the Time Value of Money
principle. 20 %
Unacceptable
Did not explain the results
of Beth’s investment in
terms of the Time Value of
Money principle.
Needs Improvement
Insufficiently explained the
results of Beth’s investment
in terms of the Time Value
of Money principle.
Satisfactory
Partially explained the
results of Beth’s investment
in terms of the Time Value
of Money principle.
Competent
Satisfactorily explained the
results of Beth’s investment
in terms of the Time Value
of Money principle.
Exemplary
Thoroughly explained the
results of Beth’s investment
in terms of the Time Value
of Money principle.
Explain the results of Larry’s investment in terms of the Time Value of Money
principle. 20 %
Unacceptable
Did not explain the results
of Larry’s investment in
terms of the Time Value of
Money principle.
Needs Improvement
Insufficiently explained the
results of Larry’s
investment in terms of the
Time Value of Money
principle.
Satisfactory
Partially explained the
results of Larry’s
investment in terms of the
Time Value of Money
principle.
Competent
Satisfactorily explained the
results of Larry’s
investment in terms of the
Time Value of Money
principle.
Exemplary
Thoroughly explained the
results of Larry’s
investment in terms of the
Time Value of Money
principle.
https://atlas.capella.edu/Course_Files/cf_week_6_homework_excel_template.xlsx
https://atlas.capella.edu/Course_Files/cf_week_6_homework_template
© 2020 Strategic Education, Inc.
Write a one paragraph summary, utilizing Strayer Writing Standards, clarity,
writing mechanics, and formatting requirements. 20 %
Unacceptable
Did not write a one
paragraph summary,
utilizing Strayer Writing
Standards, clarity, writing
mechanics, and formatting
requirements.
Needs Improvement
Insufficiently wrote a one
paragraph summary,
utilizing Strayer Writing
Standards, clarity, writing
mechanics, and formatting
requirements.
Satisfactory
Partially wrote a one
paragraph summary,
utilizing Strayer Writing
Standards, clarity, writing
mechanics, and formatting
requirements.
Competent
Satisfactorily wrote a one
paragraph summary,
utilizing Strayer Writing
Standards, clarity, writing
mechanics, and formatting
requirements.
Exemplary
Thoroughly wrote a one
paragraph summary,
utilizing Strayer Writing
Standards, clarity, writing
mechanics, and formatting
requirements.
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