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BA 441/541 - Financial Institutions
Spring 2006

[Syllabus]

Tentative Schedule

Date

Topic

Reading

Assignment

Week 1:

3-Apr

 

Introduction

 

G&K: Chp. 1

 

 

5-Apr

Fin'l Stmts and

Initial Group Meeting

G&K: Chp. 3 Pg. 53 - 63

Stmts End Yr. 1 Qtr. 4 (Public Folder)

SBG Manual Pgs. 1 – 15

 

Week 2:

10-Apr

 

Sources and Uses

(Historical)

           

 

Stmts End Yr. 1 Qtr. 4 (Public Folder)

SBG Manual Pgs. 16 – 29

 

12-Apr

Sources and Uses

(Historical cont’d &

  Planning)

Stmts End Yr. 2 Qtr. 1 (Public Folder)

SBG Manual 30 – 40

Assignment #1

Due

Week 3:

17-Apr

 

Sources and Uses

(Planning)

 

 

Stmts End Yr. 2 Qtr. 1 (Public Folder)

SBG Manual 41 – 60

 

19-Apr

Fundamental Analysis: Ratios

G&K: Chp. 3 Pg. 64-77

SBG Manual 61 - 84

Decision #1 (Y2,Q2)

 

Week 4:

24-Apr

 

Assets: Loans

 

G&K: Chp. 9 & 10

 

Assignment #2

Due

26-Apr

Midterm #1

 

 

Week 5:

1-May

 

Assets: Loans

 

 

G&K: Chp. 9 & 10

 

Decision #2 (Y2,Q3)

 

3-May

Assets: Investments

G&K: Chp. 7; Int Rate Handout

 

Week 6:

8-May

 

Fundamental Analysis:    Cost of Funds

G&K:Chp. 13

Cost of Funds Handout

Decision #3 (Y2,Q4)

 

10-May

 

Advanced Analysis: Interest/Maturity Gap and Sensitivity

 

G&K: Chp. 5

 

Assignment #3

Due

Week 7:

15-May

 

Capital Adequacy

 

 

G&K: Chp. 12

Capital Adequacy Handout

 

 

Decision #4 (Y3,Q1) Due

 

Assignment #4

Due

 

17-May

Advanced Analysis: Derivatives Usage

G&K: Chp. 6, 14

 

Decision #5 (Y3,Q2) Due

 

Week 8:

22-May

 

Regulatory

Environment

 

G&K: Chp. 2

 

Decision # 6 (Y3,Q3) Due

Assignment #5

Due

24-May

Midterm #2

Decision # 7 (Y3,Q4) Due

 

Week 9:

29-May

 

Memorial Day (No Class)

 

31-May

Current Topics

 

G&K: Chps. 16,  17 & 18

 

Decision #8 (Y4,Q1) Due

Week 10:

5-Jun

 

1st Presentations

 

 

 

7-Jun

2nd Presentations and Evaluations

Due Date for MBA Papers

Simulation Reports: Due Noon Monday, June 12th

 

Final:  13-Jun, Th. 6PM  BA441/541  2PM Section          No Final

            13-Jun, Th. Noon BA441/541 4PM Section         No Final