Learning Guide Unit 1 Financial management

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University of the People *

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5111

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Finance

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Nov 24, 2024

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Learning Guide Unit 1 Financial management  Book  More Next Overview Unit 1: Financial Statement Review, Capital Structure, and Bankruptcy Issues Topics  Analysis of Financial Statements  Characteristics of Capital Structure  Corporate Bankruptcy Process (USA) Learning Objectives By the end of this Unit, you will be able to:  Evaluate financial statements using Ratio Analyses.  Describe the advantages and disadvantages of capital structure  Explain how capital structure affects the bankruptcy process of a corporation.  Analyze existing deficits in your quantitative skills. Tasks  Introduce yourself in the Course Forum  Read through the Learning Guide and the Reading Assignment  Complete the Discussion Assignment by posting in the Discussion Forum  Respond to three of your fellow classmates’ posts in the Discussion Forum  Complete and submit the Case Study/ Written Assignment  Respond to the Portfolio Activity

Reading Assignment All course textbooks are accessible through the Syllabus or through the course's "Textbook" page. Any additional, non-textbook Reading Assignments will provide text access/location information below 1. Dauderis, H., Annand, D., & Jensen, T. (2021A). Introduction to financial Accounting . Lyryx Learning Inc. Licensed under Creative Commons BY-NC-SA 3.0. https://lyryx.com/introduction- financial-accounting/ You can also access the text from the homepage. o Read Chapter 1 o Read Chapter 5 o Read Chapter 6 o Read Chapter 12 2. SEC.gov. Bankruptcy: What Happens When Public Companies Go Bankrupt . (2009, February 3). Retrieved from https://www.sec.gov/reportspubs/investor- publications/investorpubsbankrupt 3. Bankruptcy . (2019). United States Courts. https://www.uscourts.gov/services- forms/bankruptcy Discussion Assignment In the discussion forum, you are expected to participate often and engage in deep levels of discourse. Please post your initial response as early as possible and continue to participate throughout the unit. You are required to post an initial response to the question/issue presented in the Forum and then respond to at least 3 of your classmates’ initial posts. You should also respond to anyone who has responded to you. Your Discussion should be a minimum of 250 words in length and not more than 450 words. Please include a word count. Following the APA standard, use references and in- text citations for the textbook and any other sources. For this discussion use your resources in the Reading Assignments and your own to research the bankruptcy process, capital structure, and legal structure and find a firm that has gone bankrupt recently. Explain how these structures can impact a firm’s progress through the bankruptcy process. Be specific to the firm you researched.

Written Assignment Submit a written paper that is 2-3 pages in length, exclusive of the reference page. Papers should be double-spaced in Times New Roman font which is no greater than 12 points in size. The paper should cite at least one source independent of the textbook. Case Study Comic book sales have hit record highs due to the volume of comic book-based movies achieving great success. With each new movie and character announcement, collectors and investors feed off the speculation. Many collectors send their books for grading, certification, and encapsulation to protect their investments. The Exceptional Service Grading Company provides those services and wants to expand to assessing other publication formats, such as certifying large magazines and movie posters. What is the company’s financial position? Please refer to the income statement and balance sheet for the Exceptional Service Grading Company available here. Using the learning resources provided in the Reading Assignment, perform a financial ratio analysis of the company using the following ratios:  Gross profit margin  Current ratio  Debt ratio Locate two other ratios to calculate. Define them and explain their purpose and how they add value to your analysis. Select significant lines from the financial statements and provide observation of their trends. For example, if the account is increasing or decreasing in value, what would that indicate?  Draw some conclusions based on your observations. For example:  Is there any viability for a new project?  Why do you think the assets of the company went up from 2017 to 2018?  What implications does this have?  What follow-up questions do you have to ask the company’s management?  Logically support your observations. Explain the limitations when using ratio analysis of financial statements. Submission Instructions

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Submit a 2-3 page written paper following the APA format, exclusive of the title and reference pages. This means 2-3 body pages of the research, and include the title page and reference page. The Abstract is not required or needed. Papers should be double spaced in Times New Roman font and 12 point size. The paper should cite at least one other validated (peer-reviewed) source independent of the textbook. In this paper, please include the following:  Provide the correct values for the calculations  Explain your approach to the problem.  Support your approach with references, and execute your approach.  Provide an answer to the case study questions with a recommendation. This assignment will be assessed using the BUS 5111 Written Assignment (with calculations) rubric . Portfolio Activity The Portfolio entry should be a minimum of 250 words and not more than 750 words. Use APA citations and references if you use ideas from the readings or other sources. For this week’s portfolio activity, please advise the instructor of the following:  Discuss your strengths and weaknesses regarding your quantitative skills. Are there any quantitative skills that you are struggling with?  Please let your instructor know how you feel as you begin the course and if you have any concerns as we move forward. This activity will be assessed using the Portfolio rubric.