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FIN 320 Final Project Guidelines and Rubric
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FIN 320 Final Project Guidelines and Rubric
Final Project Part I
Part I Overview
Business professionals typically need to demonstrate a core set of financial knowledge to earn the job and to succeed on a job. For this part of the assessment,
you will be given a scenario in which you are asked to illustrate your financial management knowledge.
This part of the final project addresses the following course outcomes: Analyze the roles and responsibilities of financial managers in confirming compliance with federal and shareholder requirements
Differentiate between various financial markets and institutions by comparing and contrasting options when selecting appropriate private and corporate
investments Part I Prompt
You have completed an internship in the finance division of a fast-growing information technology corporation. Your boss, the financial manager, is considering
hiring you for a full-time job. He first wants to evaluate your financial knowledge and has provided you with a short examination. When composing your answers
to this employment examination, ensure that they are cohesive and read like a short essay.
Your submission must address the following critical elements:
I. Analyze Roles and Responsibilities for Compliance
A. Examine the types of decisions financial managers make. How are these decisions related to the primary objective of financial managers?
B. Analyze the various ethical issues a financial manager could potentially face and how these could be handled.
C. Compare and contrast the different federal safeguards that are in place to reduce financial reporting abuse. Why are these considered
appropriate safeguards?
II. Investment Options
A. If a private company is “going public,” what does this mean, and how would the company do this? What are the advantages of doing this? Do
you see any disadvantages? If so, what are they?
B. How do the largest U.S. stock markets differ? Out of those choices, which would be the smartest private investment option, in your opinion?
Why?
C. Compare and contrast the various investment products that are available and the types of institutions that sell them. Final Project Part I Rubric
Guidelines for Submission: Ensure that your employment examination is submitted as one comprehensive and cohesive short essay. It should use double
spacing, 12-point Times New Roman font, and one-inch margins. Citations should be formatted according to APA style.
Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information,
review these instructions.
Critical Elements
Roles and
Responsibilities:
Examine Exemplary (100%)
Meets “Proficient” criteria and
includes examples in analysis Roles and
Responsibilities:
Analyze Meets “Proficient” criteria, and
analysis indicates a clear
understanding of ethical
standards in finance Roles and
Meets “Proficient” criteria, and
Responsibilities:
analysis indicates a clear
Compare and Contrast understanding of federal
safeguards in finance Investment: Private
Company Meets “Proficient” criteria and
includes examples in analysis Investment: U.S. Stock Meets “Proficient” criteria and
Markets
explains choice of smartest stock
market to invest private money
into Proficient (85%)
Comprehensively examines the
types of decisions financial
managers make, including how
these decisions are related to
their primary objective Needs Improvement (55%)
Examines the types of decisions
financial managers make,
including how these decisions are
related to their primary objective,
but examination is not
comprehensive
Comprehensively analyzes the
Analyzes the various ethical issues
various ethical issues a financial
a financial manager could
manager could potentially face
potentially face and how these
and how these issues could be
issues could be handled, but
handled
analysis is not comprehensive
Accurately analyzes different
Analyzes different federal
federal safeguards that are in
safeguards that are in place to
place to reduce financial
reduce financial reporting abuse,
reporting abuse, including why
but analysis is inaccurate or
these safeguards are appropriate cursory, or analysis of why these
safeguards are appropriate is
inaccurate or cursory
Comprehensively compares and
Compares and contrasts the
contrasts the advantages and
advantages and disadvantages of
disadvantages of a company
a company “going public” versus
“going public” versus staying
staying private, but analysis is not
private
comprehensive
Comprehensively and accurately Differentiates between the
differentiates between the largest largest U.S. stock markets, but
U.S. stock markets and indicates analysis is inaccurate or cursory
choice of smartest stock market
or is missing choice of smartest
to invest private money into
stock market to invest private
money into Not Evident (0%)
Does not examine the types of
decisions financial managers
make Value
15.83 Does not analyze the various
ethical issues a financial manager
could potentially face and how
these issues could be handled 15.83 Does not analyze different federal
safeguards 15.83 Does not compare and contrast
the advantages and
disadvantages of a company
“going public” versus staying
private
Does not differentiate between
the largest U.S. stock markets 15.83 15.83 Investment: Compare
and Contrast Articulation of
Response Meets “Proficient” criteria and
includes both foreign and
domestic institutions Comprehensively compares and
contrasts the various investment
products available and the types
of institutions that sell them Submission is free of errors
Submission has no major errors
related to citations, grammar,
related to citations, grammar,
spelling, syntax, and organization spelling, syntax, or organization
and is presented in a professional
and easy to read format Compares and contrasts the
various investment products and
the types of institutions that sell
them, but analysis is not
comprehensive
Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact readability
and articulation of main ideas Does not compare and contrast
the various investment products
and the types of institutions that
sell them 15.83 Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas
Earned Total 5.02 100% Final Project Part II
Part II Overview
For this part of the final project, you will be given a scenario in which you are asked to illustrate your financial computation and analysis skills.
This part of the assessment addresses the following course outcomes: Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success
Analyze corporate financial data for multiple companies in evaluating past and future financial performances Part II Prompt
For this section of your employment exam, you will select two companies. The first company needs to come from your TDAU thinkorswim portfolio. The second
needs to be a competitor of the first company from the same industry. You will be responsible for collecting, synthesizing, and making decisions regarding both
companies. After evaluating these companies’ financial data, you will then decide which company’s stock is the better investment.
This section of your employment examination must be submitted in two parts. Part A will contain the workbooks that house all of your quantitative data and
formulas, along with any of the information that is relevant for your chosen companies. Part B will contain your answers to the questions asked below,
composed in a cohesive manner. If you are referring to data that is found within the workbooks in Part A, be sure to include a citation—for example, “rate of
return is 3.570 USD (E64, WB2),” where E64 is the cell that the calculation took place in and WB2 is designating “workbook 2.” This ensures that your instructor
can quickly and accurately check data entry, formula use, and financial calculations.
Your submission must address the following critical elements:
I. Preparing the Workbooks
A. Download the annual income statements, balance sheets, and cash flow statements for the last three completed fiscal years for your chosen
companies. This information must be included in your final submission.
B. Prepare a worksheet for each of the companies to display their financial data for the last three fiscal years. Ensure your data is accurate and
organized. Include these worksheets as a workbook in your final submission.
C. Find historical stock prices for both companies and add this information to the respective spreadsheets. Consider the appropriate date range
you should use.
II. Three-Year Returns
A. What is the three-year return on the stock price of the first company (Company A)? How is the stock performing? Ensure that you use the
appropriate formula in your spreadsheets to calculate the three-year return on the given company’s stock price.
B. What is the three-year return on the stock price of the second company (Company B)? How is this stock performing? Ensure that you use the
appropriate formula in your spreadsheets to calculate the three-year return on your chosen company’s stock price.
C. How do these two stocks compare in terms of three-year returns? What does this indicate about these two companies? III. Financial Calculations
A. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the price-to-earnings ratio for the last three fiscal
years of the given and your chosen companies. Be sure that you are entering and using the correct formula.
B. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the debt-to-equity ratios for the last three fiscal years
of the given and your chosen companies. Be sure that you are entering and using the correct formula.
C. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the return-on-equity ratios for the last three fiscal
years of the given and your chosen companies. Be sure that you are entering and using the correct formula.
D. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the return on assets for the last three fiscal years of
the given and your chosen companies. Be sure that you are entering and using the correct formula.
E. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the profit margins for the last three fiscal years of the
given and your chosen companies. Be sure that you are entering and using the correct formula.
F. Using the appropriate spreadsheets, which are to be included in the workbooks, calculate the free cash flows for the last three fiscal years of the
given and your chosen companies. Be sure that you are entering and using the correct formula.
IV. Industry Averages
A. Obtain current industry averages of three of the financial calculations above for both companies and add this information to your spreadsheet
for comparison. Ensure the accuracy and organization of your data.
B. In this context, how is each company’s financial health? How do these two companies compare to one another? Consider the appropriate date
range you should use.
V. Performance Over Time
A. Analyze the performance of the Company A over time. What financial strengths and weaknesses does this company have? Consider addressing
the free cash flows and ratios you calculated earlier.
B. Analyze the performance of your Company B over time. What financial strengths and weaknesses does this company have? Consider addressing
the free cash flows and ratios you calculated earlier.
C. Analyze how the data differ between these two companies. Why do you think this is? Consider addressing the free cash flows and ratios you
calculated earlier.
VI. Investment
A. Are the companies considered growth or value companies? Why?
B. Which company’s stock is the better investment? Consider supporting your answer with data. Final Project Part II Rubric
Guidelines for Submission: This part of the final project will be submitted in two parts. Part A will contain the workbooks that house all of your quantitative data and
formulas, along with any of the information that is relevant for your chosen company. Part B will contain your answers to the prompts, composed in a cohesive
manner. Part B should use double spacing, 12-point Times New Roman font, and one-inch margins. Citations should be formatted according to APA style.
Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information,
review these instructions.
Critical Elements
Preparing: Download Exemplary Preparing: Worksheet Preparing: Stock Prices Returns: Company A Meets “Proficient” criteria and
logically explains reasoning
behind indication of stock
performance (100%) Returns: Company B Meets “Proficient” criteria and
logically explains reasoning
behind indication of stock
performance (100%) Proficient
Downloads and includes annual
income statements, balance
sheets, and cash flow
statements for the last three
fiscal years for chosen
companies (100%)
Prepares worksheet for chosen
and given companies,
displaying all financial data for
the last three fiscal years in an
accurate and organized manner
(100%)
Adds historical stock prices for
an appropriate date range for
the chosen and given
companies to their respective
worksheets (100%)
Correctly calculates the threeyear return on the stock price
of the given company and
accurately indicates how this
stock is performing (85%)
Correctly calculates the threeyear return on the stock price
of the chosen company and
accurately indicates how this
stock is performing (85%) Needs Improvement
Downloads and includes annual income
statements, balance sheets, and cash
flow statements for chosen companies
but is missing various components
(55%) Not Evident
Does not download and include
annual income statements,
balance sheets, and cash flow
statements for the last three
fiscal years for chosen
companies (0%)
Does not prepare worksheets
for both the chosen and given
companies (0%) Value
2 Adds historical stock prices for the
chosen and given companies, but data
has been inaccurately entered or is not
for an appropriate date range (55%) Does not add historical stock
prices for the given and chosen
companies to their respective
worksheets (0%) 2 Calculates the three-year return on the
stock price of the given company, but
calculation is incorrect or indication of
how this stock is performing is
inaccurate or missing (55%)
Calculates the three-year return on the
stock price of the chosen company, but
calculation is incorrect or indication of
how this stock is performing is
inaccurate or missing (55%) Does not calculate the threeyear return on the stock price of
the given company (0%) 5.63 Does not calculate the threeyear return on the stock price of
the chosen company (0%) 5.63 Prepares worksheet for chosen and
given companies, displaying financial
data for the last three fiscal years, but
worksheets are unorganized, inaccurate,
or incomplete (55%) 2 Returns: Compare Meets “Proficient” criteria, and
explanation demonstrates
nuanced understanding of
three-year returns and their
implications (100%) Calculations: Price-toEarnings Ratios Calculations: Debt-toEquity Ratios Calculations: Returnon-Equity Ratios Calculations: Return on
Assets Calculations: Profit
Margins Calculations: Free Cash
Flows Industry Averages:
Industry Averages Industry Averages:
Financial Health Meets “Proficient” criteria and
includes current industry
averages within an appropriate
date range (100%) Compares the three-year
returns of the given and chosen
companies, explaining what
this indicates about each
company (85%)
Correctly calculates the priceto-earnings ratios for the last
three fiscal years of the given
and chosen companies (100%)
Correctly calculates the debtto-equity ratios for the last
three fiscal years of the given
and chosen companies (100%)
Correctly calculates the returnon-equity ratios for the last
three fiscal years of the given
and chosen companies (100%)
Correctly calculates the return
on assets for the last three
fiscal years of the given and
chosen companies (100%)
Correctly calculates the profit
margins for the last three fiscal
years of the given and chosen
companies (100%)
Correctly calculates the free
cash flows for the last three
fiscal years of the given and
chosen companies (100%)
Adds current industry averages
for chosen and given
companies to worksheet in an
accurate and organized manner
(100%)
Analyzes the given and chosen
companies’ financial health by
comparing the two companies’
current industry averages
(85%) Compares the three-year returns of the
given and chosen companies, but
explanation of what this indicates about
each company is cursory or missing
(55%)
Calculates the price-to-earnings ratios of
the given and chosen companies, but
calculations are incorrect or do not
consider the last three fiscal years (55%)
Calculates the debt-to-equity ratios of
the given and chosen companies, but
calculations are incorrect or do not
consider the last three fiscal years (55%)
Calculates the return-on-equity ratios of
the given and chosen companies, but
calculations are incorrect or do not
consider the last three fiscal years (55%)
Calculates the return on assets of the
given and chosen companies, but
calculations are incorrect or do not
consider the last three fiscal years (55%)
Calculates the profit margins of the
given and chosen companies, but
calculations are incorrect or do not
consider the last three fiscal years (55%)
Calculates the free cash flows of the
given and chosen companies, but
calculations are incorrect or do not
consider the last three fiscal years (55%)
Adds current industry averages for
chosen and given companies to
worksheets, but some data is
inaccurate, unorganized, or missing
(55%)
Analyzes the given and chosen
companies’ financial health by
comparing the two companies’ industry
averages but does not consider the
current industry rates (55%) Does not compare the threeyear returns of the given and
chosen companies (0%) 6.43 Does not calculate the price-toearnings ratios of the given and
chosen companies (0%) 5.63 Does not calculate the debt-toequity ratios of the given and
chosen companies (0%) 5.63 Does not calculate the returnon-equity ratios of the given and
chosen companies (0%) 5.63 Does not calculate the return on
assets ratios of the given and
chosen companies (0%) 5.63 Does not calculate the profit
margins of the given and chosen
companies (0%) 5.63 Does not calculate the free cash
flows of the given and chosen
companies (0%) 5.63 Does not add current industry
averages for chosen and given
companies to worksheets (0%) 2 Does not analyze the given and
chosen companies’ financial
health (0%) 6.43 Performance: Company Meets “Proficient” criteria and
A
references free cash flow and
ratios calculated for the given
company in analysis (100%)
Performance: Company Meets “Proficient” criteria and
B
references free cash flow and
ratios calculated for the chosen
company in analysis (100%)
Performance: Differ Meets “Proficient” criteria and
references the companies’ free
cash flows and ratios calculated
in analysis (100%) Comprehensively analyzes the
strengths and weaknesses of
the given company over time
(85%)
Comprehensively analyzes the
strengths and weaknesses of
the chosen company over time
(85%)
Accurately contrasts the
performances of the given and
chosen companies over time,
including a logical, proposed
explanation of these
performances (85%)
Comprehensively analyzes
whether the companies are
considered growth or value
companies, including a logical
explanation of why (85%)
Analyzes each company’s stock,
including a logical explanation
of personal preference of
which stock to purchase (85%) Analyzes the strengths and weaknesses
of the given company over time, but
analysis is not comprehensive (55%) Does not analyze the strengths
and weaknesses of the given
company over time (0%) 6.43 Analyzes the strengths and weaknesses
of the chosen company over time, but
analysis is not comprehensive (55%) Does not analyze the strengths
and weaknesses of the chosen
company over time (0%) 6.43 Does not contrast the
performances of the given and
chosen companies over time
(0%) 6.43 Does not analyze whether the
companies are considered
growth or value companies (0%) 6.43 Does not analyze each
company’s stock (0%) 6.43 Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas (0%) 1.95 Contrasts the performances of the given
and chosen companies over time, but
analysis is inaccurate or cursory, or the
included explanation of these
performances is illogical or cursory
(55%)
Investment: Growth or Meets “Proficient” criteria and
Analyzes whether the companies are
Value
includes quantitative data to
considered growth or value companies,
support analysis (100%)
but analysis is not comprehensive, or
the explanation included is illogical or
cursory (55%)
Investment: Stock
Meets “Proficient” criteria and
Analyzes each company’s stock,
includes quantitative data to
including an explanation of personal
support analysis (100%)
preference of stock options, but analysis
or explanation is illogical or cursory
(55%)
Articulation of
Submission is free of errors
Submission has no major errors Submission has major errors related to
Response
related to citations, grammar,
related to citations, grammar, citations, grammar, spelling, syntax, or
spelling, syntax, and
spelling, syntax, or organization organization that negatively impact
organization and is presented in (85%)
readability and articulation of main
a professional and easy to read
ideas (55%)
format (100%) Earned Total 100% Final Project Part III
Part III Overview
To make corporate finance decisions, take an advanced finance course, or pursue a career in finance, you will need to understand basic concepts. This includes
going beyond the number crunching and reading graphs in order to analyze various financial indicators. This analysis can lead to many important decisions in
your financial career. For this part of the final project, you will be given a scenario in which you are asked to illustrate your financial knowledge and analysis
skills.
This part of the assessment addresses the following course outcomes: Analyze the roles and responsibilities of financial managers in confirming compliance with federal and shareholder requirements
Differentiate between various financial markets and institutions by comparing and contrasting options when selecting appropriate private and corporate
investments
Compute financial ratios, time value, variables, and returns using industry standard tools for optimizing financial success
Analyze corporate financial data for multiple companies in evaluating past and future financial performances Part III Prompt
The results of both sections of your employment examination have finally been received, and you were offered the position. You have a few important decisions
to make before you can formally accept or decline the position. When composing your answers to these decisions, ensure that they are cohesive and read like a
short essay.
Your submission must address the following critical elements:
I. School Versus Work
A. The school you would like to attend costs $100,000. To help finance your education, you need to choose whether or not to sell your 1,000
shares of Apple stock, 1,000 EE Savings Bonds (with $100 denominations and 4.25% coupon rate) that are five years from their 30-year maturity
date, or a combination of both. Provide the appropriate data and calculations that you would perform to make this decision.
B. What are the advantages and disadvantages of selling a combination of stocks and bonds? Be sure to support your answers.
C. Suppose that you choose to sell your stocks, bonds, or a combination of both. What is your choice, and what is your financial reasoning behind
this choice? Consider supporting your answer with quantitative data.
D. Suppose that you choose to accept the job. What is your financial reasoning behind this choice? Be sure to support your answer with
quantitative data. II. Bonus Versus Stock
A. The company has offered you a $5,000 bonus, which you may receive today, or 100 shares of the company’s stock, which has a current stock
price of $50 per share. Mathematically, what is the best choice? Why?
B. What are the advantages and disadvantages of each option? Be sure to support your answers.
C. What would you ultimately choose to do? What is your financial reasoning behind this choice? Consider supporting your answer with
quantitative data.
III. Compliance
A. While investigating the shares offered to you by your potential boss, you discover that the company you are con...

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