FIN 470

GUIDELINES
1 -Issue Presentation and Submission
-- Case Study Presentation and Submission
B. SCHEDULE OF ASSESSMENT

Proportion of
Assess Final
ment Assessment Task Week Due Assessment

1 Quiz 1 4 10%

2 Major 1 8 15%
Continuous
3 Issue Presentation (2) Assessment 5% x 2 = 10%
Written Case Analysis Continuous
4 (5 cases) Assessment 5% x 5 = 25%

5 Final Examination Final Period 40%

2
ISSUE PRESENTATION
 Students are required to form a group, consisting
of 3 members and present the assigned work.
Each group is required to present TWO issues
related to the financial management.
 Note that students are given the assignment
requirements during the first week of the
semester 151.
 Students are required to choose the topic and
date of presentation in the second week and the
presentation begins in week 8 until week 14

3
WRITTEN CASE ANALYSIS
 Students are required to form a group, consisting
of 3 members and solve the given case study in
written.
 The case study is given on weekly basis
from the Raymond Brook’s text book (end of
chapter mini case study) and students are
required to submit 5 cases.
 Each case contributes 5%.

4
CASE STUDY PRESENTATION
QUESTION
 Students are required to form a group of THREE
members and register their grouping with their
respective class representative (CR) by Week 2.
Lecturer’s approval must be obtained if there is any
change in the number of students due to withdrawal
from the course.

 REQUIRED: TEAM PRESENTATION

Prepare a 20 minutes presentation for the class related

to issues in financial management. Each member of the
team MUST participate in the presentation, and after
the presentation you will be expected to entertain
questions for a 10 minutes from both the class and the
lecturer.
Note that students are required to present TWO 5
issues in financial management
CASE STUDY PRESENTATION
QUESTION
 Note that students are required to present TWO issues in financial
management

 Issues in financial management:

 Value investing and growth investing

 Investing in the bond market
 Investing in the stock market
 Company restructuring
 Risk and return
 Investing in positive NPV project
 Capital structure decision
 Dividend and share repurchase
6
 This oral presentation carries weight of 10% from the overall grades.
GRADING OF ORAL PRESENTATION
THE ORAL PRESENTATION IS WORTH 30 POINTS AND WILL BE GRADED
USING THE FOLLOWING RUBRIC

Organization Posture and eye Attire Confidence

Logical sequence of contact Standard business Confidence in
information Eye contact and dress presenting the ideas
posture

Content Use of time Visual presentation Elocution

Fulfills the Time management Visual aids used to Pronunciation
requirements of the pace for each point present text
assignment presented

Question and Reference

answer References used in
Ability to elaborate the text.
the answer

7
GROUP ASSIGNMENT 1-
ORAL PRESENTATION EVALUATION FORM
(1) (2)

Name & Matric Number: (3) (4)

(5)

Title of Report:

TRAITS 1 – BELOW EXPECTATION 2 – MEET EXPECTATION 3 – EXCEED EXPECTATION

No logical or unorganized sequence of

organization Acceptable sequence Excellent and logical sequence
information
Fulfills the minimum
Does not fulfill any requirements of the Fulfills most of the requirements
Content requirements of the
assignment of the assignment
assignment

Some eye contact and

Posture and eye No or little eye contact and poor Maintain good eye contact most
maintain acceptable
contact posture of the time and good posture
posture with audience

Good time management and

Presentation is either extremely short Mostly stay within the time
Use of time keep an appropriate pace for
or long frame
each point presented
Casual or inappropriate attire with no Meet minimum standard of Good standard of business
Attire
respect to occasion business dress dress

Does not use visual aid or uses visual Student uses visual aids Student uses visual aids that
Visual presentation aids that does not support the text and that in general support text relate well to text and
presentation and presentation presentation

Confidence level is
Confidence No or poor confidence Confidence level is excellent
average
Clear pronunciation in Excellent and precise
Mumbles, incorrect pronunciation and
Elocution some part of the pronunciation in all parts of the
soft
presentation presentation
Student can answer but fail Student answers all questions
Questions & answers Student cannot answers questions
to elaborate with excellent elaboration

REFERENCE No reference disclosed Disclose some references Disclose most references 8

Total

Overall Total (30 Marks) Overall Total (5% )

WRITTEN CASE STUDY - QUESTION
 Students are required to form a group of THREE
members and register their grouping with their respective
class representative (CR) by Week 2. Lecturer’s approval
must be obtained if there is any change in the number of
students due to withdrawal from the course. The deadline
for written assignment submission is set at the end of
week throughout the semester during the class hour.
Note: that students are given FIVE written case
studies to complete.
REQUIREMENTS:
The case study is given on weekly basis from the Raymond
Brook’s text book (end of chapter mini case study) and
students are required to submit 5 cases. Each case
contributes 5%, yielding 25% in total
9
GROUP ASSIGNMENT - WRITTEN EVALUATION FORM
(1) (2)

Name & Matric Number: (3) (4)

(5) (6)

Title of Report:

DIMENSIONS TRAITS 1 – BELOW EXPECTATION 2 – MEET EXPECTATION 3 – EXCEED EXPECTATION

Presents the topic but
Clearly presents the topic
Introduction Not clearly stated about the topic does not engage the
in informative manner
reader
Sensible flow but Logical and consistent
Logical Flow No logical flow, confusing, choppy
inconsistent flow
Sections, sub-topics,
Poor labeling of sections, Improper and inconsistent
ORGANISATIO Layout tables and figures are
N subtopics, tables and figures labeling
clearly labeled
Poor sentence connection, long Acceptable sentencing but Excellent connection with
Sentencing
sentences not clear enough clear sentences
Summarize and offer
Summarise and repeat
Conclusion Lacks an identifiable conclusion excellent overview of the
what has been said
topic

Too broad or too narrow Clear and focused

Problem statement No identification of statement
and loosely presented statement

Evidence of Missing or irrelevant supporting Well supported with

Relevant support of ideas
support ideas relevant details
IDEAS
Provision of Adequate examples with Relevant examples which
No example given
examples no connection to the ideas connect to the ideas

Presentation of Excellent and original

Repetitive or lack of clear point Satisfactory argument
argument argument

Available but inadequate, Comprehensive

REFERENCE No reference
no proper referencing compilation of reference
10
Total

Overall Total (30 Marks) Overall Total (5% )

ISSUE PRESENTATION:
Go the web site such as Yahoo.com and find the financial statements
of any one company for the past three years (try to use the recent
years i.e. 2013,2014,2015)
Using common size statements for the three years , calculate the
financial ratios: current ratio, profit margin, debt to equity ratio,
total asset turnover ratio, return on assets, return on equity, EPS,
PEG ratio.
Use the extended Du Pont equation to provide a summary and
overview of the company’s financial condition.
Based on your analysis of the above ratio, would you invest in,
either as a bond holder or a stock holder.
Industry: Retail, Airline, Auto, Oil and gas, Computer Hardware,
Pharmaceuticals etc
Few websites: tadawul.com.sa; finance.yahoo.com
Note: 1. Submission and Presentation as per the guidelines
2. Submission in print format.
3. Submit your industry and companies name at the earliest for
confirmation. 11
4. Approval of your issue presentation is required before
presentation, to avoid redo of the work.