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BA 441/541 - Financial Institutions
Winter 2008
[Syllabus]
Tentative Schedule
|
Date |
Topic |
|
Assignment |
|
Week
1: 7-Jan |
Introduction |
G&K: Chp. 1 |
|
|
9-Jan |
Fin'l Stmts,
Institutions and Initial Group Meeting |
G&K: Chp. 3 Pg.
53 - 63 SBG Manual Pgs. 1 15 Bank1Y3Q3.pdf |
|
|
Week
2: 14-Jan |
Fundamental Analysis:
Ratios |
G&K: Chp. 3 Pg.
64-77 SBG Manual 16 29 |
|
|
16-Jan |
Sources and Uses (Historical) |
SBG Manual Pgs. 30 40 Bank1Y3Q4.pdf Bank1Y1Q3-Y3Q4.xls |
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|
Week
3: 21-Jan |
MLK Day |
No Class Held |
|
|
23-Jan |
Sources and Uses (Historical contd &
Planning) |
SBG Manual 41 60 Bank1Y3Q3.pdf Bank1Y3Q4.pdf |
Assignment #1 Due |
|
Week
4: 28-Jan |
Sources and Uses (Planning) |
SBG Manual 61 84 Exam #1 |
|
|
30-Jan |
Assets: Loans |
G&K: Chp. 9 &
10 |
Decision #1 (Y2,Q2) |
|
Week
5: 4-Feb |
Assets: Loans |
G&K: Chp. 9 &
10 |
Assignment #2 Due |
|
6-Feb |
Assets: Investments |
G&K: Chp. 7; Int
Rate Handout |
Decision #2 (Y2,Q3) |
|
Week
6: 11-Feb |
Assets: Investments |
G&K: Chp. 7; Int
Rate Handout |
|
|
13-Feb |
Fundamental
Analysis: Cost of Funds |
G&K:Chp. 13 Cost of Funds Handout
|
Decision #3 (Y2,Q4) |
|
Week
7: 18-Feb |
Advanced Analysis:
Interest/Maturity Gap and Sensitivity |
G&K: Chp. 5 &
6 |
Decision #4 (Y3,Q1) Due Assignment #3 Due |
|
20-Feb |
Advanced Analysis:
Interest/Maturity Gap and Sensitivity |
G&K: Chp. 5 &
6 |
Decision #5 (Y3,Q2) Due |
|
Week
8: 25-Feb |
Capital Adequacy |
G&K: Chp. 12 Capital Adequacy
Handout |
Decision # 6 (Y3,Q3) Due Assignment #4 Due |
|
27-Feb |
Exam #2 |
Decision # 7 (Y3,Q4) Due |
|
|
Week
9: 4-Mar |
Regulatory Environment |
G&K: Chp. 2 |
Decision #8 (Y4,Q1) Due Assignment #5 Due |
|
6-Mar |
Current Topics |
G&K: Chps. 16, 17 & 18 |
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Week
10: 11-Mar |
Class Presentations and Evaluations |
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|
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13-Mar |
Review and Class Presentations |
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MBA Reports Due |
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Final: No Final Exam for this Class Final Reports due TBA |
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