Financial Management Assignment

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.
Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Roles and
Responsibilities:
Examine
Meets “Proficient” criteria and
includes examples in analysis
Comprehensively examines the
types of decisions financial
managers make, including how
these decisions are related to
their primary objective
Examines the types of decisions
financial managers make,
including how these decisions are
related to their primary objective,
but examination is not
comprehensive
Does not examine the types of
decisions financial managers
make
15.83
Roles and
Responsibilities:
Analyze
Meets “Proficient” criteria, and
analysis indicates a clear
understanding of ethical
standards in finance
Comprehensively analyzes the
various ethical issues a financial
manager could potentially face
and how these issues could be
handled
Analyzes the various ethical issues
a financial manager could
potentially face and how these
issues could be handled, but
analysis is not comprehensive
Does not analyze the various
ethical issues a financial manager
could potentially face and how
these issues could be handled
15.83
Roles and
Responsibilities:
Compare and Contrast
Meets “Proficient” criteria, and
analysis indicates a clear
understanding of federal
safeguards in finance
Accurately analyzes different
federal safeguards that are in
place to reduce financial
reporting abuse, including why
these safeguards are appropriate
Analyzes different federal
safeguards that are in place to
reduce financial reporting abuse,
but analysis is inaccurate or
cursory, or analysis of why these
safeguards are appropriate is
inaccurate or cursory
Does not analyze different federal
safeguards
15.83
Investment: Private
Company
Meets “Proficient” criteria and
includes examples in analysis
Comprehensively compares and
contrasts the advantages and
disadvantages of a company
“going public” versus staying
private
Compares and contrasts the
advantages and disadvantages of
a company “going public” versus
staying private, but analysis is not
comprehensive
Does not compare and contrast
the advantages and
disadvantages of a company
“going public” versus staying
private
15.83
Investment: U.S. Stock
Markets
Meets “Proficient” criteria and
explains choice of smartest stock
market to invest private money
into
Comprehensively and accurately
differentiates between the largest
U.S. stock markets and indicates
choice of smartest stock market
to invest private money into
Differentiates between the
largest U.S. stock markets, but
analysis is inaccurate or cursory
or is missing choice of smartest
stock market to invest private
money into
Does not differentiate between
the largest U.S. stock markets
15.83
Investment: Compare
and Contrast
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
Compares and contrasts the
various investment products and
the types of institutions that sell
them, but analysis is not
comprehensive
Does not compare and contrast
the various investment products
and the types of institutions that
sell them
15.83
Articulation of
Response
Submission is free of errors
related to citations, grammar,
spelling, syntax, and organization
and is presented in a professional
and easy to read format
Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization
Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact readability
and articulation of main ideas
Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas
5.02
Earned Total 100%