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Principles of Finance

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1

Preface

  • About OpenStax
  • About OpenStax resources
  • About Principles of Finance
2

Introduction to Finance

  • What Is Finance?
  • The Role of Finance in an Organization
  • Importance of Data and Technology
  • Careers in Finance
  • Markets and Participants
  • Microeconomic and Macroeconomic Matters
  • Financial Instruments
  • Concepts of Time and Value
  • Summary
  • Video Activity
3

Corporate Structure and Governance

  • Business Structures
  • Relationship between Shareholders and Company Management
  • Role of the Board of Directors
  • Agency Issues: Shareholders and Corporate Boards
  • Interacting with Investors, Intermediaries, and Other Market Participants
  • Companies in Domestic and Global Markets
  • Summary
  • Video Activity
4

Economic Foundations: Money and Rates

  • Microeconomics
  • Macroeconomics
  • Business Cycles and Economic Activity
  • Interest Rates
  • Foreign Exchange Rates
  • Sources and Characteristics of Economic Data
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
5

Accrual Accounting Process

  • Cash versus Accrual Accounting
  • Economic Basis for Accrual Accounting
  • How Does a Company Recognize a Sale and an Expense?
  • When Should a Company Capitalize or Expense an Item?
  • What Is "Profit" versus "Loss" for the Company?
  • Summary
  • Problems
  • Video Activity
6

Financial Statements

  • The Income Statement
  • The Balance Sheet
  • The Relationship between the Balance Sheet and the Income Statement
  • The Statement of Owner’s Equity
  • The Statement of Cash Flows
  • Operating Cash Flow and Free Cash Flow to the Firm (FCFF)
  • Common-Size Statements
  • Reporting Financial Activity
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
7

Measures of Financial Health

  • Ratios: Condensing Information into Smaller Pieces
  • Operating Efficiency Ratios
  • Liquidity Ratios
  • Solvency Ratios
  • Market Value Ratios
  • Profitability Ratios and the DuPont Method
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
8

Time Value of Money I: Single Payment Value

  • Now versus Later Concepts
  • Time Value of Money (TVM) Basics
  • Methods for Solving Time Value of Money Problems
  • Applications of TVM in Finance
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
9

Time Value of Money II: Equal Multiple Payments

  • Perpetuities
  • Annuities
  • Loan Amortization
  • Stated versus Effective Rates
  • Equal Payments with a Financial Calculator and Excel
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
10

Time Value of Money III: Unequal Multiple Payment Values

  • Timing of Cash Flows
  • Unequal Payments Using a Financial Calculator or Microsoft Excel
  • Summary
  • Problems
  • CFA Institute
  • Video Activity
11

Bonds and Bond Valuation

  • Characteristics of Bonds
  • Bond Valuation
  • Using the Yield Curve
  • Risks of Interest Rates and Default
  • Using Spreadsheets to Solve Bond Problems
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
12

Stocks and Stock Valuation

  • Multiple Approaches to Stock Valuation
  • Dividend Discount Models (DDMs)
  • Discounted Cash Flow (DCF) Mode
  • Preferred Stock
  • Efficient Markets
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
13

Historical Performance of US Markets

  • Overview of US Financial Markets
  • Historical Picture of Inflation
  • Historical Picture of Returns to Bonds
  • Historical Picture of Returns to Stocks
  • Summary
  • Video Activity
14

Statistical Analysis in Finance

  • Measures of Center
  • Measures of Spread
  • Measures of Position
  • Statistical Distributions
  • Probability Distributions
  • Data Visualization and Graphical Displays
  • The R Statistical Analysis Tool
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
15

Regression Analysis in Finance

  • Correlation Analysis
  • Linear Regression Analysis
  • Best-Fit Linear Model
  • Regression Applications in Finance
  • Predictions and Prediction Intervals
  • Use of R Statistical Analysis Tool for Regression Analysis
  • Summary
  • Problems
  • Video Activity
16

How to Think about Investing

  • Risk and Return to an Individual Asset
  • Risk and Return to Multiple Assets
  • The Capital Asset Pricing Model (CAPM)
  • Applications in Performance Measurement
  • Using Excel to Make Investment Decisions
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
17

How Companies Think about Investing

  • Payback Period Method
  • Net Present Value (NPV) Method
  • Internal Rate of Return (IRR) Method
  • Alternative Methods
  • Choosing between Projects
  • Using Excel to Make Company Investment Decisions
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
18

How Firms Raise Capital

  • The Concept of Capital Structure
  • The Costs of Debt and Equity Capital
  • Calculating the Weighted Average Cost of Capital
  • Capital Structure Choices
  • Optimal Capital Structure
  • Alternative Sources of Funds
  • Summary
  • CFA Institute
  • Problems
  • Video Activity
19

Financial Forecasting

  • The Importance of Forecasting
  • Forecasting Sales
  • Pro Forma Financials
  • Generating the Complete Forecast
  • Forecasting Cash Flow and Assessing the Value of Growth
  • Using Excel to Create the Long-Term Forecast
  • Summary
  • Problems
  • Video Activity
20

The Importance of Trade Credit and Working Capital in Planning

  • What Is Working Capital?
  • What Is Trade Credit?
  • Cash Management
  • Receivables Management
  • Inventory Management
  • Using Excel to Create the Short-Term Plan
  • Summary
  • Video Activity
21

Risk Management and the Financial Manager

  • The Importance of Risk Management
  • Commodity Price Risk
  • Exchange Rates and Risk
  • Interest Rate Risk
  • Summary
  • CFA Institute
  • Problems
  • Video Activity

Principles of Finance

$ 139.99

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