1. FIN 402 GUIDE Education Your Life-- fin402guide.com

2. FIN 402 Final Exam Guide FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide True/False FIN 402 GUIDE Education Your Life-- fin402guide.com

3. FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper FOR MORE CLASSES VISIT www.fin402guide.com FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper FIN 402 GUIDE Education Your Life-- fin402guide.com

4. FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 1.2 Preparing Carolyn Bowen’s Investment FIN 402 GUIDE Education Your Life-- fin402guide.com

5. FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy FIN 402 GUIDE Education Your Life-- fin402guide.com

6. FIN 402 Week 1 Assignment Case Problem 2.1Dara’s Dilemma: What to Buy? FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.1Dara’s Dilemma: What to Buy? Dara Simmons, a 40-year-old financial analyst and divorced mother of two teenage children, considers herself a savvy investor. She has increased her investment portfolio considerably over the past five years. Although she FIN 402 GUIDE Education Your Life-- fin402guide.com

7. FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account Ravi Dumar is a stockbroker who lives with his wife, Sasha, and their five children in Milwaukee, Wisconsin. Ravi firmly believes that the only way to make money in the market is to follow an aggressive investment posture FIN 402 GUIDE Education Your Life-- fin402guide.com

8. FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 3.1 The Perezes’ Good Fortune Angel and Marie Perez own a small pool hall located in southern New Jersey. They enjoy running the business, which they FIN 402 GUIDE Education Your Life-- fin402guide.com

9. FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds The Reverend Mark Thomas is the minister of a church in the San Diego area. He is married, has FIN 402 GUIDE Education Your Life-- fin402guide.com

10. FIN 402 Week 1 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What are capital market instruments? How are they used? Which is most important? Explain your answer. FIN 402 GUIDE Education Your Life-- fin402guide.com

11. FIN 402 Week 1 DQ 2 FOR MORE CLASSES VISIT www.fin402guide.com What is an asset class? How are asset classes selected? What factors affect the selection? FIN 402 GUIDE Education Your Life-- fin402guide.com

12. FIN 402 Week 1 DQ 3 FOR MORE CLASSES VISIT www.fin402guide.com What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks? FIN 402 GUIDE Education Your Life-- fin402guide.com

13. FIN 402 Week 1 Individual Problem Set FOR MORE CLASSES VISIT www.fin402guide.com The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook FIN 402 GUIDE Education Your Life-- fin402guide.com

14. FIN 402 Week 1 Individual Problem Set FOR MORE CLASSES VISIT www.fin402guide.com The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook FIN 402 GUIDE Education Your Life-- fin402guide.com

15. FIN 402 Week 2 Assignment Asset Classes Paper FOR MORE CLASSES VISIT www.fin402guide.com FIN402 Week 2 Assignment Asset Classes Paper FIN 402 GUIDE Education Your Life-- fin402guide.com

16. FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right? Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over the years, as they moved FIN 402 GUIDE Education Your Life-- fin402guide.com

17. FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 4.1 Coates’s Decision On January 1, 2017, FIN 402 GUIDE Education Your Life-- fin402guide.com

18. FIN 402 Week 2 Assignment Case Problem 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d) FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s FIN 402 GUIDE Education Your Life-- fin402guide.com

19. FIN 402 Week 2 Assignment Case Problem 4.2 The Risk- Return Tradeoff Molly O’Rourke’s Stock Purchase Decision FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio FIN 402 GUIDE Education Your Life-- fin402guide.com

20. FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 5.2 Susan Lussier’s Inherited Portfolio: Does It Meet Her Needs? Susan Lussier is 35 years old and employed as a tax accountant for a major oil and gas exploration company. She earns nearly $135,000 a year from her salary and from participation in the company’s FIN 402 GUIDE Education Your Life-- fin402guide.com

21. FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance Mary and Nick Stalcheck have an investment portfolio containing four investments. It was developed to provide them with a balance between current income and capital appreciation. Rather than acquire mutual FIN 402 GUIDE Education Your Life-- fin402guide.com

22. FIN 402 Week 2 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why? FIN 402 GUIDE Education Your Life-- fin402guide.com

23. FIN 402 Week 2 DQ 2 FOR MORE CLASSES VISIT www.fin402guide.com What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions? FIN 402 GUIDE Education Your Life-- fin402guide.com

24. FIN 402 Week 2 DQ 3 FOR MORE CLASSES VISIT www.fin402guide.com What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why? FIN 402 GUIDE Education Your Life-- fin402guide.com

25. FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) FOR MORE CLASSES VISIT www.fin402guide.com Resources: Electronic Reserve Readings, Internet, University Library Select one publicly traded bond. FIN 402 GUIDE Education Your Life-- fin402guide.com

26. FIN 402 Week 2 Weekly Problem Set FOR MORE CLASSES VISIT www.fin402guide.com The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook FIN 402 GUIDE Education Your Life-- fin402guide.com

27. FIN 402 Week 2 Weekly Question FOR MORE CLASSES VISIT www.fin402guide.com 1. (2 point) Calculate the expected return of the following stocks using CAPM. FIN 402 GUIDE Education Your Life-- fin402guide.com

28. FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 6.1 Sara Decides to Take the Plunge Sara Thomas is a child psychologist who has built a thriving practice in her hometown of Boise, Idaho FIN 402 GUIDE Education Your Life-- fin402guide.com

29. FIN 402 Week 3 Assignment Case Problem 6.1, 6.2, 7.1, 7.2, 8.1, 8.2, 9.2 FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides FIN 402 GUIDE Education Your Life-- fin402guide.com

30. FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends Wally Wilson is a commercial artist who makes a good living by doing freelance work—mostly layouts and FIN 402 GUIDE Education Your Life-- fin402guide.com

31. FIN 402 Week 3 Assignment Case Problem 7.2 Doris Looks at an Auto Issue FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 7.2 Doris Looks at an Auto Issue Doris Wise is a young career woman. She lives in Phoenix, Arizona, where she owns and operates a highly successful modeling agency. Doris manages her modest but rapidly growing investment portfolio, made up mostly FIN 402 GUIDE Education Your Life-- fin402guide.com

32. FIN 402 Week 3 Assignment Case Problem 8.1 Chris Looks for a Way to Invest His Wealth FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 8.1 Chris Looks for a Way to Invest His Wealth Chris Norton is a young Hollywood writer who is well on his way to television superstardom. After writing FIN 402 GUIDE Education Your Life-- fin402guide.com

33. FIN 402 Week 3 Assignment Relative Performance Paper FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 3 Assignment Relative Performance Paper FIN 402 GUIDE Education Your Life-- fin402guide.com

34. FIN 402 Week 3 AssignmentCase Problem 7.1 Some Financial Ratios Are Real Eye-Openers FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 7.1 Some Financial Ratios Are Real Eye- Openers Jack Arnold is a resident of Lubbock, Texas, where he is a prosperous rancher and businessman. He FIN 402 GUIDE Education Your Life-- fin402guide.com

35. FIN 402 Week 3 AssignmentCase Problem 8.2 An Analysis of a High-Flying Stock FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 8.2 An Analysis of a High-Flying Stock Marc Dodier is a recent university graduate and a security analyst with the Kansas City brokerage firm of Lippman, Brickbats, and Shaft. Marc has been following one of the hottest issues on Wall Street, C&I Medical Supplies, a company FIN 402 GUIDE Education Your Life-- fin402guide.com

36. FIN 402 Week 3 AssignmentCase Problem 9.2 Deb Takes Measure of the Market FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 9.2 Deb Takes Measure of the Market Several months ago, Deb Forrester received a substantial sum of money from the estate of her late aunt. Deb initially FIN 402 GUIDE Education Your Life-- fin402guide.com

37. FIN 402 Week 3 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What is the difference between systematic and unsystematic risk? How is the beta coefficient used to assess risk? Is it better to maximize return or minimize risk? Why? FIN 402 GUIDE Education Your Life-- fin402guide.com

38. FIN 402 Week 3 DQ 2 FOR MORE CLASSES VISIT www.fin402guide.com What is the relationship between inflation and interest rates? How does this relationship affect asset prices? How does the unemployment rate affect interest rates? FIN 402 GUIDE Education Your Life-- fin402guide.com

39. FIN 402 Week 3 DQ 3 FOR MORE CLASSES VISIT www.fin402guide.com What factors must be taken into consideration when creating an investment portfolio? How must a portfolio’s components be weighted? FIN 402 GUIDE Education Your Life-- fin402guide.com

40. FIN 402 Week 3 Individual Assignment CAPM Web Exercise FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 3 Individual Assignment CAPM Web Exercise Resource:Fundamentals of Investment Management FIN 402 GUIDE Education Your Life-- fin402guide.com

41. FIN 402 Week 3 Weekly Problem Set FOR MORE CLASSES VISIT www.fin402guide.com The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your FIN 402 GUIDE Education Your Life-- fin402guide.com

42. FIN 402 Week 3 Weekly Question FOR MORE CLASSES VISIT www.fin402guide.com Submit your Weekly Questions, with original questions, in a Microsoft Word or text file. Be sure to show your work to earn full credit. FIN 402 GUIDE Education Your Life-- fin402guide.com

43. FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 10.1 Max and Veronica Develop a Bond Investment FIN 402 GUIDE Education Your Life-- fin402guide.com

44. FIN 402 Week 4 Assignment Case Problem 10.1, 10.2, 11.1, 11.2 FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 4 Assignment Case Problem 10.1 Max FIN 402 GUIDE Education Your Life-- fin402guide.com

45. FIN 402 Week 4 Assignment Case Problem 10.2 The Case of the Missing Bond Ratings FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 10.2 The Case of the Missing Bond Ratings It’s probably safe to say that there’s nothing more important in determining a bond’s rating than the underlying FIN 402 GUIDE Education Your Life-- fin402guide.com

46. FIN 402 Week 4 Assignment Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter Dave and Marlene Carter live in the Boston area, where Dave has a successful orthodontics practice FIN 402 GUIDE Education Your Life-- fin402guide.com

47. FIN 402 Week 4 Assignment Case Problem 11.2 Grace Decides to Immunize Her Portfolio FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 11.2 Grace Decides to Immunize Her Portfolio Grace Hesketh is the owner of an extremely successful dress boutique in downtown Chicago. Although high fashion is Grace’s first love, she’s also interested in investments, particularly bonds and other fixed FIN 402 GUIDE Education Your Life-- fin402guide.com

48. FIN 402 Week 4 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What are examples of active and passive portfolio management techniques? Why would a portfolio manager pursue active instead of passive techniques? FIN 402 GUIDE Education Your Life-- fin402guide.com

49. FIN 402 Week 4 DQ 2 FOR MORE CLASSES VISIT www.fin402guide.com Does international diversification enhance risk reduction? Why or why not? What measures may be taken to reduce risks of international portfolio investing? FIN 402 GUIDE Education Your Life-- fin402guide.com

50. FIN 402 Week 4 DQ 3 FOR MORE CLASSES VISIT www.fin402guide.com What are unique risks associated with foreign investments? How might an investor protect his or her portfolio against such risks? Is it possible to protect a portfolio from all risk? FIN 402 GUIDE Education Your Life-- fin402guide.com

51. FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo (2 Papers) FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo Resources: Constructing and Managing a Portfolio Simulation, Electronic Reserve Readings, University Library Complete the Constructing and Managing a Portfolio simulation on the student website. FIN 402 GUIDE Education Your Life-- fin402guide.com

52. FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper (Portfolio Risk Analysis) FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper Complete the following activities: FIN 402 GUIDE Education Your Life-- fin402guide.com

53. FIN 402 Week 4 Weekly Problem Set FOR MORE CLASSES VISIT www.fin402guide.com The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your solutions to those problems. FIN 402 GUIDE Education Your Life-- fin402guide.com

54. FIN 402 Week 4 Weekly Question FOR MORE CLASSES VISIT www.fin402guide.com 1. (2 point) Go to Morningstar.com. Find the listed mutual funds’ profiles on the website FIN 402 GUIDE Education Your Life-- fin402guide.com

55. FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’ Investment Options FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 14.1 The Franciscos’ Investment Options Hector Francisco is a successful businessman in Atlanta. The box-manufacturing firm he and his wife, Judy, founded several years ago has prospered. Because he is self-employed, Hector is building his own retirement fund. FIN 402 GUIDE Education Your Life-- fin402guide.com

56. FIN 402 Week 5 Assignment Case Problem 14.1, 14.2, 15.1, 15.2FIN 402 Week 5 Assignment Case Problem 14.1, 14.2, 15.1, 15.2 FOR MORE CLASSES VISIT www.fin402guide.com FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’ Investment Options FIN 402 Week 5 Assignment Case Problem 14.2 Luke’s Quandary To Hedge or Not to Hedge FIN 402 Week 5 Assignment Case Problem 15.1 T. J.’s Fast-Track Investments Interest Rate Futures FIN 402 GUIDE Education Your Life-- fin402guide.com

57. FIN 402 Week 5 Assignment Case Problem 14.2 Luke’s Quandary To Hedge or Not to Hedge FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 14.2 Luke’s Quandary: To Hedge or Not to Hedge A little more than 10 months ago, Luke Weaver, a mortgage banker in Phoenix, bought 300 shares of stock at $40 per share FIN 402 GUIDE Education Your Life-- fin402guide.com

58. FIN 402 Week 5 Assignment Case Problem 15.1 T. J.’s Fast-Track Investments Interest Rate Futures FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 15.1 T. J.’s Fast-Track Investments: Interest Rate Futures T. J. Patrick is a young, successful industrial designer in Portland, Oregon, who enjoys the excitement of FIN 402 GUIDE Education Your Life-- fin402guide.com

59. FIN 402 Week 5 Assignment Case Problem 15.2 Jim and Polly Pernelli Try Hedging with Stock Index Futures FOR MORE CLASSES VISIT www.fin402guide.com Case Problem 15.2 Jim and Polly Pernelli Try Hedging with Stock Index Futures Jim Pernelli and his wife, Polly, live in Augusta, Georgia. Like many young couples, the Pernellis are FIN 402 GUIDE Education Your Life-- fin402guide.com

60. FIN 402 Week 5 Assignment Investment Portfolio Paper (2 Papers) FOR MORE CLASSES VISIT www.fin402guide.com This tutorial contains 2 Different Papers Prepare a paper, not to exceed 5 pages, in which you assess the performance of your portfolio, using William Sharpe’s and Harry Markowitz’s modern portfolio theories FIN 402 GUIDE Education Your Life-- fin402guide.com

61. FIN 402 Week 5 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What are different types of alternative investment vehicles? Which is preferable? What factors could affect the choice of such a vehicle? FIN 402 GUIDE Education Your Life-- fin402guide.com

62. FIN 402 Week 5 DQ 2 FOR MORE CLASSES VISIT www.fin402guide.com What is an individual retirement account? Is it important to have an individual retirement account? FIN 402 GUIDE Education Your Life-- fin402guide.com

63. FIN 402 Week 5 DQ 3 FOR MORE CLASSES VISIT www.fin402guide.com What are derivatives? How may they be used to manage a portfolio? FIN 402 GUIDE Education Your Life-- fin402guide.com

64. FIN 402 Week 5 Individual Assignment Investment Enhancement Paper FOR MORE CLASSES VISIT www.fin402guide.com Prepare a 1,050- to 1,750-word paper in which you address the following: Analyze effects of international portfolio diversification on an investment portfolio. FIN 402 GUIDE Education Your Life-- fin402guide.com

65. FIN 402 Week 5 Weekly Problem Set FOR MORE CLASSES VISIT www.fin402guide.com 1. You purchase one IBM July 125 call contract for a premium of $5. You hold the option until the expiration date when IBM stock sells for $123 per share. You will realize a ______ on the investment. FIN 402 GUIDE Education Your Life-- fin402guide.com

66. FIN 402 Week 5 Weekly Questions FOR MORE CLASSES VISIT www.fin402guide.com Submit your Weekly Questions, with original questions, in a Microsoft Word or text file. Be sure to show your work to earn full credit. FIN 402 GUIDE Education Your Life-- fin402guide.com