## ASSIGNMENT DETAILS

Financial Management Practices

Your assignment will be assessed by the following Course Outcomes:

GB550-1: Evaluate the impact of financial management practices on organizational decision-making.

PC-5.1: Use language that is clear, concise, and organized.

One career role in the financial planning industry is that of the investment advisor. In this assignment, you act in this role for the sake of the mini-case study to respond to questions regarding financial management practices that affect organizational decision-making. Read the case and the questions carefully and respond in a thorough manner.

View the complete assignment details.

Access the assignment grading rubric located in the Course Resources area.

GB550: Financial Management | Unit 1

Details This assignment is assessing the following Course Outcomes:

GB550-1: Evaluate the impact of financial management practices on organizational decision-making.

PC-5.1: Use language that is clear, concise, and organized. Complete the following questions below. Prepare this Assignment as a Word® document. List each question (a– r), followed by your answer. Please submit this Assignment through the Dropbox.

Assume that you recently graduated and have just reported to work as an investment advisor at the brokerage firm of XYZ, Inc. One of the firm’s clients is Sofia Matias, a professional tennis player who has just come to the United States from Chile. Matias is a highly ranked tennis player who would like to start a company to produce and market apparel she designs. She also expects to invest substantial amounts of money through XYZ, Inc. Matias is very bright, and she would like to understand in general terms what will happen to her money. Your boss has developed the following set of questions you must answer to explain the U.S. financial system to Matias.

a. Why is corporate finance important to all managers? b. Describe the organizational forms a company might have as it evolves from a start-up to a major

corporation. List the advantages and disadvantages of each form. c. How do corporations go public and continue to grow? What are agency problems? What is corporate

governance? d. What should be the primary objective of managers?

1. Do firms have any responsibilities to society at large? 2. Is stock price maximization good or bad for society? 3. Should firms behave ethically?

e. What three aspects of cash flows affect the value of any investment? f. What are free cash flows? g. What is the weighted average cost of capital? h. How do free cash flows and the weighted average cost of capital interact to determine a firm’s value? i. Who are the providers (savers) and users (borrowers) of capital? How is capital transferred between

savers and borrowers? j. What do we call the cost that a borrower must pay to use debt capital? What two components make up

the cost of using equity capital? What are the four most fundamental factors that affect the cost of money, or the general level of interest rates, in the economy?

k. What are some economic conditions that affect the cost of money? l. What are financial securities? Describe some financial instruments. m. List some financial institutions. n. What are some different types of markets? o. Along what two dimensions can we classify trading procedures? p. What are the differences between market orders and limit orders? q. Explain the differences among broker-dealer networks, alternative trading systems, and registered

stock exchanges. r. Briefly explain mortgage securitization and how it contributed to the global economic crisis.

Once completed, submit your Assignment to the Unit 1 Assignment Dropbox. The Assignment is due Tuesday 11:59 p.m. ET of their assigned unit.

Rubric Title: GB550 Unit 1 Assignment Rubric Assignment Criteria Level III Level II Level I Not Present Criteria 1 (80%) Level III

Max Points: 68 Level II

Max Points: 57.8 Level I

Max Points: 47.6 Not Present

Analysis and Synthesis

Meets all criteria: ● Provides a complete

evaluation of the impact of financial management practices on organizational decision-making.

● Provides a complete listing and description of the primary objectives of a manager.

● Completes 18 out of 18 requirements (a-r questions).

Meets criteria:

● Completes 10-17 out of 18 requirements (a-r questions)

Meets criteria:

● Completes 6-10 out of 18 requirements (a-r questions)

Does not meet any criteria.

Criteria 2 (10%)

Level III Max Points: 8.5

Level II Max Points: 7.225

Level I Max Points: 5.95 Not Present

APA Style

Meets all criteria ● Applies APA style to

in-text citations with minor errors

Meets two criteria ● Applies APA style to in-

text citations with minor errors

Meets one criterion ● Applies APA style to in-

text citations with minor errors

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present

● Applies APA style to references, with minor to no errors

● Resources are from reliable and/or scholarly sources

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Criteria 3 (10%) Level III

Max Points: 8.5 Level II

Max Points: 7.225 Level I

Max Points: 5.95 Not Present

Writing Conventions Meets all criteria ● Writing is focused,

concise and organized

● Articulates at a college level

● Few or no grammar or punctuation errors

● Uses non-offensive, inclusive, and respectful language

Meets three criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Meets 1-2 criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Does not meet any criteria.

Maximum Total Points 85 72.25 59.50 0

Minimum Total Points 72.251 points minimum 59.501 points minimum .001 point minimum 0

Rubric Title: GB550 Unit 2 Assignment Rubric Assignment Criteria Level III Level II Level I Not Present Criteria 1 (60%) Level III

Max Points: 51 Level II

Max Points: 43.35 Level I

Max Points: 35.7 Not Present

Assignment Criteria Level III Level II Level I Not Present

Analysis and Synthesis

Meets all criteria:

● Completes the Total Net Operating Capital problem.

● Completes the Balance Sheet Analysis problem.

● Completes the Scenario problem.

Meets two criteria:

● Completes the Total Net Operating Capital problem.

● Completes the Balance Sheet Analysis problem.

● Completes the Scenario problem

Meets one criterion:

● Completes the Total Net Operating Capital problem.

● Completes the Balance Sheet Analysis problem.

● Completes the Scenario problem

Does not meet any criteria.

Criteria 2 (20%) Level III

Max Points: 17 Level II

Max Points: 14.45 Level I

Max Points: 11.9 Not Present

Quantitative Articulation

Meets all criteria: ● Articulates the

financial problem’s quantitative steps by showing work for the Total Net Operating Capital problem.

● Articulates the financial problem’s quantitative steps by showing work for the Balance Sheet problem.

● Articulates the financial problem’s quantitative steps by

Meets two criteria: ● Articulates the financial

problem’s quantitative steps by showing work for the Total Net Operating Capital problem.

● Articulates the financial problem’s quantitative steps by showing work for the Balance Sheet problem.

● Articulates the financial problem’s quantitative steps by showing work for the Scenario

Meets one criterion: ● Articulates the financial

problem’s quantitative steps by showing work for the Total Net Operating Capital problem.

● Articulates the financial problem’s quantitative steps by showing work for the Balance Sheet problem.

● Articulates the financial problem’s quantitative steps by showing work for the Scenario

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present

showing work for the Scenario problem.

problem. problem.

Criteria 3 (10%) Level III

Max Points: 8.5 Level II

Max Points: 7.225 Level I

Max Points: 5.95 Not Present

APA Style

Meets all criteria ● Applies APA style to

in-text citations with minor errors

● Applies APA style to references, with minor to no errors

● Resources are from reliable and/or scholarly sources

Meets two criteria ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Meets one criterion ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Does not meet any criteria.

Criteria 4 (10%) Level III

Max Points: 8.5 Level II

Max Points: 7.225 Level I

Max Points: 5.95 Not Present

Writing Conventions Meets all criteria ● Writing is focused,

concise and organized

● Articulates at a college level

● Few or no grammar or punctuation errors

● Uses non-offensive, inclusive, and respectful language

Meets three criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Meets 1-2 criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present Maximum Total Points 85 72.25 59.50 0

Minimum Total Points 72.251 points minimum 59.501 points minimum .001 point minimum 0

Rubric Title: GB550 Unit 3 Assignment Rubric Assignment Criteria Level III Level II Level I Not Present Criteria 1 (75%) Level III

Max Points: 63.75 Level II

Max Points: 54.1875 Level I

Max Points: 44.625 Not Present

Analysis & Synthesis: Yield to Maturity, Required Rate of Return & Portfolio Beta

All of the following are true:

● Completes the YTM problem.

● Completes the Rate of Return Problem.

● Completes the Portfolio Beta Problem.

Two of the following are true: ● Completes the YTM

problem ● Completes the Rate of

Return Problem ● Completes the Portfolio

Beta Problem.

One of the following is true:

● Completes the YTM problem

● Completes the Rate of Return Problem

● Completes the Portfolio Beta Problem.

Does not meet any criteria.

Criteria 2 (25%) Level III

Max Points: 21.25 Level II

Max Points: 18.0625 Level I

Max Points: 14.875 Not Present

Quantitative Articulation

All of the following are true: ● Correctly articulates

Two of the following are true: ● Correctly articulates the

financial problem’s

One of the following is true: ● Correctly articulates the

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present

the financial problem’s quantitative steps by showing work for the Yield to Maturity for Annual Payment problem.

● Correctly articulates the financial problem’s quantitative steps by showing work for the Required Rate of Return problem.

● Correctly articulates the financial problem’s quantitative steps by showing work for the Portfolio Beta problem.

quantitative steps by showing work for the Yield to Maturity for Annual Payment problem.

● Correctly articulates the financial problem’s quantitative steps by showing work for the Required Rate of Return problem.

● Correctly articulates the financial problem’s quantitative steps by showing work for the Portfolio Beta problem.

financial problem’s quantitative steps by showing work for the Yield to Maturity for Annual Payment problem.

● Correctly articulates the financial problem’s quantitative steps by showing work for the Required Rate of Return problem.

● Correctly articulates the financial problem’s quantitative steps by showing work for the Portfolio Beta problem.

Maximum Total Points 85 72.25 59.50 0

Minimum Total Points 72.251 points minimum 59.501 points minimum .01 points minimum 0

Rubric Title: GB550 Unit 4 Assignment Rubric

Assignment Criteria Level III Level II Level I Not Present Criteria 1 (60%) Level III

Max Points: 51 Level II

Max Points: 43.35 Level I

Max Points: 35.7 Not Present

Analysis and Synthesis

Meets all criteria:

● Completes the Cost of Equity- CAMP problem.

● Completes the NPV, IRR, MIRR, Profitability Index, Payback, Discounted Payback problem.

● Completes the Investment Project problem.

Meets two criteria:

● Completes the Cost of Equity-CAMP problem.

● Completes the NPV, IRR, MIRR, Profitability Index, Payback, Discounted Payback problem.

● Completes the Investment Project problem.

Meets one criterion:

● Completes the Cost of Equity-CAMP problem.

● Completes the NPV, IRR, MIRR, Profitability Index, Payback, Discounted Payback problem.

● Completes the Investment Project problem.

Does not meet any criteria.

Criteria 2 (20%) Level III

Max Points: 17 Level II

Max Points: 14.45 Level I

Max Points: 11.9 Not Present

Quantitative Articulation

Meets all criteria: ● Articulates the

financial problem’s quantitative steps by showing work for the Cost of Equity- CAMP problem.

● Articulates the financial problem’s quantitative steps by showing work for the

Meets two criteria: ● Articulates the financial

problem’s quantitative steps by showing work for the Cost of Equity- CAMP problem.

● Articulates the financial problem’s quantitative steps by showing work for the NPV, IRR, MIRR, Profitability

Meets one criterion: ● Articulates the financial

problem’s quantitative steps by showing work for the Cost of Equity- CAMP problem.

● Articulates the financial problem’s quantitative steps by showing work for the NPV, IRR, MIRR, Profitability

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present

NPV, IRR, MIRR, Profitability Index, Payback, Discounted Payback problem.

● Articulates the financial problem’s quantitative steps by showing work for the Investment Project problem.

Index, Payback, Discounted Payback problem.

● Articulates the financial problem’s quantitative steps by showing work for the Investment Project problem.

Index, Payback, Discounted Payback problem.

● Articulates the financial problem’s quantitative steps by showing work for the Investment Project problem.

Criteria 3 (10%) Level III

Max Points: 8.5 Level II

Max Points: 7.225 Level I

Max Points: 5.95 Not Present

APA Style

Meets all criteria ● Applies APA style to

in-text citations with minor errors

● Applies APA style to references, with minor to no errors

● Resources are from reliable and/or scholarly sources

Meets two criteria ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Meets one criterion ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Does not meet any criteria.

Criteria 4 (10%) Level III

Max Points: 8.5 Level II

Max Points: 7.225 Level I

Max Points: 5.95 Not Present

Writing Conventions Meets all criteria ● Writing is focused,

concise and organized

● Articulates at a college level

Meets three criteria ● Writing is focused,

concise and organized ● Articulates at a college

level

Meets 1-2 criteria ● Writing is focused,

concise and organized ● Articulates at a college

level

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present

● Few or no grammar or punctuation errors

● Uses non-offensive, inclusive, and respectful language

● Few or no grammar or punctuation errors

● Uses non-offensive, inclusive, and respectful language

● Few or no grammar or punctuation errors

● Uses non-offensive, inclusive, and respectful language

Maximum Total Points 85 72.25 59.5 0

Minimum Total Points 72.251 points minimum 59.501 points minimum .001 point minimum 0

Rubric Title: GB550 Unit 5 Assignment Rubric Assignment Criteria Level III Level II Level I Not Present Criteria 1 (60%) Level III

Max Points: 60 Level II

Max Points: 51 Level I

Max Points: 42 Not Present

Capital Structure

Meets all criteria:

● Completes each question 1-7.

● Provides a complete evaluation by supporting each question 1-7.

Meets criteria:

● Completes 4 out of 7 questions.

● Provides a complete evaluation by supporting each question 4 out of 7.

Meets criteria:

● Completes 3 out of 7 questions.

● Provides a complete evaluation by supporting each question 3 out of 7.

Does not meet any criteria.

Criteria 2 (20%) Level III

Max Points: 20 Level II

Max Points: 17 Level I

Max Points: 14 Not Present

Assignment Criteria Level III Level II Level I Not Present

Analysis and Synthesis

Meets all criteria: ● Presentation of

briefing demonstrates excellent college- level organization and style.

● Shows reasoning and/or calculations used to arrive at the correct answer or conclusion.

● Articulates the financial problem’s quantitative steps by showing work for each problem.

Meets two criteria: ● Presentation of briefing

demonstrates excellent college-level organization and style.

● Shows reasoning and/or calculations used to arrive at the correct answer or conclusion.

● Articulates the financial problem’s quantitative steps by showing work for each problem.

Meets one criterion: ● Presentation of briefing

demonstrates excellent college-level organization and style.

● Shows reasoning and/or calculations used to arrive at the correct answer or conclusion.

● Articulates the financial problem’s quantitative steps by showing work for each problem.

Does not meet any criteria.

Criteria 3 (10%) Level III

Max Points: 10 Level II

Max Points: 8.5 Level I

Max Points: 7 Not Present

APA Style

Meets all criteria ● Applies APA style to

in-text citations with minor errors

● Applies APA style to references, with minor to no errors

● Resources are from reliable and/or scholarly sources

Meets two criteria ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Meets one criteria ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present Criteria 4 (10%)

Level III Max Points: 10

Level II Max Points: 8.5

Level I Max Points: 7 Not Present

Writing Conventions Meets all criteria ● Writing is focused,

concise and organized

● Articulates at a college level

● Few or no grammar or punctuation errors

● Uses non-offensive, inclusive, and respectful language

Meets three criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Meets 1-2 criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Does not meet any criteria.

Maximum Total Points 100 85 70 0

Minimum Total Points 85.001 points minimum 70.001 points minimum .01 point minimum 0

Rubric Title: GB550 Unit 6 Assignment Rubric Assignment Criteria Level III Level II Level I Not Present Criteria 1 (60%) Level III

Max Points: 51 Level II

Max Points: 43.35 Level I

Max Points: 35.7 Not Present

Analysis and Synthesis

Meets all criteria:

● Defines each term in questions a-f.

Meets criteria:

● Defines 4 to 5 terms from questions a-f.

● Provides a complete evaluation by supporting each

Meets criteria:

● Defines 2 to 3 terms from questions a-f.

● Provides a complete evaluation by supporting each

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present

● Provides a complete evaluation by supporting each term in questions a-f.

term (4-5) in questions a-f.

term (2-3) in questions a-f.

Criteria 2 (20%) Level III

Max Points: 17 Level II

Max Points: 14.45 Level I

Max Points: 11.9 Not Present

Financial Risk

Meets all criteria: ● Completes the

Premium of Financial Risk problem.

● Shows reasoning and/or calculations used to arrive at the correct answer or conclusion.

● Articulates the financial problem’s quantitative steps by showing work for the Premium for Financial Risk problem.

Meets two criteria: ● Completes the

Premium of Financial Risk problem.

● Shows reasoning and/or calculations used to arrive at the correct answer or conclusion.

● Articulates the financial problem’s quantitative steps by showing work for the Premium for Financial Risk problem.

Meets one criterion: ● Completes the

Premium of Financial Risk problem.

● Shows reasoning and/or calculations used to arrive at the correct answer or conclusion.

● Articulates the financial problem’s quantitative steps by showing work for the Premium for Financial Risk problem.

Does not meet any criteria.

Assignment Criteria Level III Level II Level I Not Present Criteria 3 (10%)

Level III Max Points: 8.5

Level II Max Points: 7.225

Level I Max Points: 5.95 Not Present

APA Style

Meets all criteria ● Applies APA style to

in-text citations with minor errors

● Applies APA style to references, with minor to no errors

● Resources are from reliable and/or scholarly sources

Meets two criteria ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Meets one criteria ● Applies APA style to in-

text citations with minor errors

● Applies APA style to references, with minor errors

● Resources are from reliable and/or scholarly sources

Does not meet any criteria.

Criteria 4 (10%)

Level III Max Points: 8.5

Level II Max Points: 7.225

Level I Max Points: 5.95 Not Present

Writing Conventions Meets all criteria ● Writing is focused,

concise and organized

● Articulates at a college level

● Few or no grammar or punctuation errors

● Uses non-offensive, inclusive, and respectful language

Meets three criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Meets 1-2 criteria ● Writing is focused,

concise and organized ● Articulates at a college

level ● Few or no grammar or

punctuation errors ● Uses non-offensive,

inclusive, and respectful language

Does not meet any criteria.

Maximum Total Points 85 72.25 59.5 0

Assignment Criteria Level III Level II Level I Not Present Minimum Total Points 72.251 points minimum 59.501 points minimum .001 point minimum 0

Updated 2/2/2021