Case Studies in Financial Management

Faculty
Commerce & Business Administration
Department
Finance
Course Code
FINC 3360
Credits
3.00
Semester Length
15 Weeks X 4 Hours per Week = 60 Hours
Max Class Size
35
Method Of Instruction
Lecture
Seminar
Typically Offered
To be determined

Overview

Course Description
This is a case course where students apply financial theory to actual company situations. Cases will be concerned with the financing of current operations through efficient management of current assets and situations where long-term financing is appropriate.
Course Content
  1. Financing Current Operations:
    • Determinants of capital needs: accounts receivable, inventories and seasonal funds requirements.
    • Current asset management: ratio analysis, flow of funds and cash budgeting.
    • Managing corporate assets: liquid cash management, trade credit policy and strategy, and inventory management.
  2. Long-Term Financing
    • Valuation: methods of valuation including long-term capital structure and cost of capital.
    • Dividend policy.
    • Debt management and leasing.
    • Capital budgeting decisions.
  3. Mergers and Acquisitions
    • Relevant costs and methods of evaluating investment alternatives.
  4. Public Offerings
    • the use of common and preferred stock as a source of new capital.
    • Pricing the new issue.
    • Use of derivative instruments: warrants, rights and convertible securities.
Methods Of Instruction

Material will be presented within a lecture format.

Means of Assessment

Minimum of 3 evaluations, none of which will exceed 40%, for a total of 100%.

Learning Outcomes

At the end of the course, the successful student should be able to:

 

  1. recognize and develop viable financial strategies in the context of a complex corporate environment;
  2. practice and develop competence in financial analysis skills;
  3. develop practical decision-making skills by integrating the conceptual knowledge and functional techniques with case analyses;
  4. clearly present and substantiate all case recommendations, recognizing the strengths and weaknesses of each analysis.
Textbook Materials

Textbooks and Materials to be Purchased by Students

  • De Mello, Jim.  Cases in Finance, latest ed.  McGraw Hill Irwin.
  • Shaw, Foerster.  Canadian Cases in Financial Management, latest ed.  Prentice Hall.

Requisites

Prerequisites

Corequisites

No corequisite courses.

Equivalencies

No equivalent courses.

Requisite for

This course is not required for any other course.

Course Guidelines

Course Guidelines for previous years are viewable by selecting the version desired. If you took this course and do not see a listing for the starting semester / year of the course, consider the previous version as the applicable version.

Course Transfers

Institution Transfer Details Effective Dates
Langara College (LANG) LANG FMGT 2XXX (3) 2009/01/01 to -

Course Offerings

Winter 2021

There aren't any scheduled upcoming offerings for this course.