BA 441/541 - Financial Institutions
Winter 2007

[Syllabus]

Tentative Schedule

Date	Topic	Reading		Assignment
Week 1: 8-Jan	Introduction	G&K: Chp. 1
10-Jan	Fin'l Stmts, Institutions and Initial Group Meeting	G&K: Chp. 3 Pg. 53 - 63 Stmts End Yr. 1 Qtr. 4 (Handouts Folder) SBG Manual Pgs. 1 – 15
Week 2: 15-Jan	MLK Day	No Class Held
17-Jan	Fundamental Analysis: Ratios	G&K: Chp. 3 Pg. 64-77 SBG Manual 16 – 29
Week 3: 22-Jan	Sources and Uses (Historical)	Stmts End Yr. 1 Qtr. 4 (Handouts Folder) SBG Manual Pgs. 30 – 40
24-Jan	Sources and Uses (Historical cont’d & Planning)	Stmts End Yr. 2 Qtr. 1 (Handouts Folder) SBG Manual 41 – 60		Assignment #1 Due
Week 4: 29-Jan	Sources and Uses (Planning)	Stmts End Yr. 2 Qtr. 1 (Handouts Folder) SBG Manual 61 - 84 Exam #1		Assignment #2 Due
31-Jan	Assets: Loans	G&K: Chp. 9 & 10		Decision #1 (Y2,Q2)
Week 5: 5-Feb	Assets: Loans	G&K: Chp. 9 & 10		Assignment #2 Due
7-Feb	Assets: Investments	G&K: Chp. 7; Int Rate Handout		Decision #2 (Y2,Q3)
Week 6: 12-Feb	Assets: Investments	G&K: Chp. 7
14-Feb	Fundamental Analysis: Cost of Funds	G&K:Chp. 13 Cost of Funds Handout		Decision #3 (Y2,Q4)
Week 7: 19-Feb	Advanced Analysis: Interest/Maturity Gap and Sensitivity	G&K: Chp. 5 & 6		Decision #4 (Y3,Q1) Due Assignment #3 Due
21-Feb	Advanced Analysis: Interest/Maturity Gap and Sensitivity	G&K: Chp. 5 & 6	Decision #5 (Y3,Q2) Due
Week 8: 26-Feb	Capital Adequacy	G&K: Chp. 12 Capital Adequacy Handout	Decision # 6 (Y3,Q3) Due Assignment #4 Due
28-Feb	Exam #2		Decision # 7 (Y3,Q4) Due
Week 9: 5-Mar	Regulatory Environment	G&K: Chp. 2	Decision #8 (Y4,Q1) Due Assignment #5 Due
7-Mar	Current Topics	G&K: Chps. 16, 17 & 18
Week 10: 12-Mar	Class Presentations and Evaluations
14-Mar	Review and Class Presentations		MBA Reports Due
Final Date and Time: Thurs., 22-Mar, 2 PM Final Reports due Tuesday 20-Mar, Noon at my office (418D Bex)