FINAN305-23B (TGA)

Financial Management 2

15 Points

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The University of Waikato
Academic Divisions
Division of Management
School of Accounting, Finance and Economics

Staff

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Convenor(s)

Lecturer(s)

Administrator(s)

: denise.martin@waikato.ac.nz
: uwt@waikato.ac.nz

Placement/WIL Coordinator(s)

Tutor(s)

Student Representative(s)

Lab Technician(s)

Librarian(s)

: yilan.chen@waikato.ac.nz

You can contact staff by:

  • Calling +64 7 838 4466 select option 1, then enter the extension.
  • Extensions starting with 4, 5, 9 or 3 can also be direct dialled:
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What this paper is about

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This paper is one step further of FINAN200. The objective of this paper is to develop an understanding of some advanced issues financial managers face. Towards the end of this paper students will be familiar with working capital management i.e., financial planning and short-term finance and decisions that involve financing those investments (financial leverage and capital structure policy, payout policy), while touching on related issues in short-term financial planning and management and topics in corporate finance and behavioral finance (such as international corporate finance, behavioral finance, and mergers and acquisitions).

This paper also examines how managers should make investment, financing, and dividend decisions that enhance stockholders’ investment value and why management often doesn’t make decisions that increase shareholder value.

The issues we consider are applicable to those planning to work in: Corporate Finance (CFO, Treasury, and Financial Analysis), Investment Banking, Private Equity, Venture Capital understanding financial decision-making and how to communicate in the language of finance is also useful for those planning to work in strategy, operations, marketing, and consulting.

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How this paper will be taught

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The main activities of this paper include:

1. Face-to-face and Zoom lectures

2. On-campus and Zoom tutorial activities

3. Individual assignment

4. Comprehensive Equity Research Project

5. Moodle Discussions.

6. Online Quiz.
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Required Readings

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Learning Outcomes

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Students who successfully complete the course should be able to:

  • Optimise cash holdings, collection and disbursements
    [LO3]
    Linked to the following assessments:
  • Use interest rate theory and institutional knowledge to develop strategies for trading of foreign exchange using spot and/or forward rates
    [LO4]
    Linked to the following assessments:
  • Evaluate dividend payout policies
    [LO1]
    Linked to the following assessments:
  • Determine optimal capital structure for a firm having evaluate the effects of leverage on risk and return and other relevant factors
    [LO2]
    Linked to the following assessments:
  • Evaluate mergers and acquisitions and methods to fund a merger or acquisition
    [LO6]
    Linked to the following assessments:
  • Identify biases, framing effects and heuristics relating to the effects of irrational behaviour on corporate decision-making processes
    [LO5]
    Linked to the following assessments:
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Assessments

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How you will be assessed

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Internal Assessments are by the components as listed below. Note there is no examination for this paper.
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The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam. The final exam makes up 0% of the overall mark.

The internal assessment/exam ratio (as stated in the University Calendar) is 100:0 or 0:0, whichever is more favourable for the student. The final exam makes up either 0% or 0% of the overall mark.

Component DescriptionDue Date TimePercentage of overall markSubmission MethodCompulsory
1. Assignment 1
22 Aug 2023
5:00 PM
20
  • Online: Submit through Moodle
2. Comprehensive Equity Research Project - Group Project
13 Oct 2023
5:00 PM
30
  • Online: Submit through Moodle
3. Assignment 2
17 Oct 2023
5:00 PM
20
  • Online: Submit through Moodle
4. Weekly Online Quiz
15
  • Online: Submit through Moodle
5. Moodle Discussion
15
  • Online: Moodle Forum Discussion
Assessment Total:     100    
Failing to complete a compulsory assessment component of a paper will result in an IC grade
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