Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Review Sheet for Fin 430 Exam 1 Although the below list reflects the large majority of the material on the test; there may be a few questions that appear on the exam and are not directly stated below. Good luck with your studies. Article entitled: Financial Physicians Chapter 1: Introduction to Investments Basic time Value of money calculations Define stocks, bonds and understand their risk return relationship Define a defined benefit and defined contribution plan Define a CFA, CFP and churning All HW problems and class notes Chapter 9: Business Environment Define macroeconomics and microeconomics According to the author what are the major forces impacting the economy What are the key variables that should be cited in an economic analysis? Discuss a SWOT analysis Discuss the business cycle Discuss key leading economic indicators Define the SIC and NAICS system Discuss Michael Porter’s five forces Define an oligopoly Discuss corporate governance, the agency problem and monitoring All HW and class notes Chapter 10: Financial Statement Analysis Be able to construct a basic income statement, and balance sheet Be able to define the three categories in a statement of cash flow Be able to define basic and diluted EPS Be able to calculate and interpret the following ratios: ROE, ROA, PM, Dupont identity, receivables turnover, inventory turnover, asset turnover, equity multiple, D/E, Total debt ratio, current ratio, quick ratio, and interest coverage. Be able to discuss and use the P/E, P/B and dividend yield ratios Be able to calculate EVA All HW and class notes Chapter 11: Value Stock Investing Be able to define, value, growth and contrarian investing Be able to use the CAPM to calculate the required return Be able to use the constant growth model Be able to use the multi-stage growth model Be able to use the P/E model Be able to discuss the Graham and Dodd approach Be able to discuss Warrant Buffett’s approach Be able to discuss the criteria for value stocks Be able to discuss and use the value of ROE (ROE divided by P/E) All HW and class notes Chapter 12: Growth stock investing What are fertile grounds for growth stocks? What are pitfalls for growth? Be able to calculate and use the PEG ratio Be able to use equation 12.7: The forward P/E ratio stated in terms of k, ROE and b Be able to use and discuss the cash flow model Be able to discuss the representativeness bias and financial analyst bias All HW and class notes Chapter 7: Market Anomalies Be able to define the three forms of the efficient market hypothesis Be able to discuss the joint hypothesis problem Be able to discuss the fundamental anomalies Be able to discuss the calendar anomalies Be able to calculate the market model abnormal return Be able to define, record date, announcement date, pay date, ex-split date and split ratio All HW and class notes