The University of Lethbridge
Faculty of Management
Management 3040 Y Finance)
Spring 2002
Instructor: Terry D. Harbottle
Office Hours: after class or by appointment
Phone: 238-5611 (work)
e-mail: Terry.Harbottle@uleth.ca
Course Material: Fundamentals of Corporate Finance
Fourth Canadian Edition
By - Ross,Westerfield,Jordan and Roberts
Other assigned reading by the Instructor
Course Objective: an introduction to the study of modern corporate finance and
financial management. More specifically to develop an understanding of financial
statements and cash flow, valuation, securities, capital budgeting and investment.
Understanding of the theory and its practical application in financial analysis and
management are the key learning objectives.
Course Format:
Lecture format with class/small group discussion of examples, problems, assignments
and current finance topics/issues .
Course Requirements:
Evaluation:
3 exams covering 3 modules (noncumulative)
 Module 1 – 20%
 Module 2 – 25 %
 Module 3 – 25%
Assignment
70%
30%
Grade Conversion: The following conversion table is used to determine the letter grade.
A+ = 95-100%
C = 66-69%
A = 90-94%
C- = 62-65%
A- = 86-89%
D+ =58-61%
B+ = 82-85%
D = 50-57%
B = 78-81%
F = Less than 50%
B- = 74-77%
C+ = 70-73%
Other Expectations:
 Students should be familiar with the University of Lethbridge regulations, policies
and requirement. Refer to the University of Lethbridge Calendar.
 Exams:
 All exams are closed book with calculators and a one page (8 by 11) formulae
sheet allowed. Missed exams receive a mark of zero unless the student has a
legitimate reason. The instructor should be contacted beforehand for approval
and to make alternative arrangements.
 Three exams with a total weighting of 70%. Each exam will be non-cumulative.
 Class preparation – students are expected to read the assigned chapters and other
assigned readings before class. Students should have completed the assigned
concept/end of chapter questions and be prepared to discuss them in class. Students
are responsible for all material covered in class, the assigned chapters in the textbook
and any other assigned readings.
 The project assignment is expected to be handed in on time. Late assignments will
receive zero marks:
 The assignment will involve a company analysis (group reports encouraged). Full
details will be provided in class.
Course Schedule:*
Module 1 (Jan. 11 - Feb 1)
Chapter 1 – Introduction to Corporate Finance
Chapter 2 - Financial Statements, Taxes and Cash Flow
Chapter 3 – Working with Financial Statements
Chapter 4 – Long Term Financial Planning and Corporate Growth
Module 1 Exam – Feb1
Module 2 (Feb. 8 – March 15)
Chapter 5 – Introduction To Valuation
Chapter 6 – Discounted Cash Flow Valuation
Chapter 7 – Interest Rates and Bond Valuation
Chapter 8 – Stock Valuation
Module 2 Exam – March 15
Module 3 (March 29– April 16)
Chapter 9 – Net Present Value and Other Investment Criteria
Chapter 10 – Making Capital Investment Decisions
Chapter 11 – Project Analysis and Evaluation
Chapter 14 – Cost of Capital
Module 3 Final Exam – April 26
* Preliminary Schedule - subject to change