BA 441/541 - Financial Institutions
Winter 2006

[Syllabus]

Tentative Schedule

Date	Topic	Reading	Assignment
Week 1: 9-Jan	Introduction	G&K: Chp. 1
11-Jan	Fin'l Stmts 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: 16-Jan	MLK Day	No Class Held
18-Jan	Sources and Uses (Historical)	Stmts End Yr. 1 Qtr. 4 (Handouts Folder) SBG Manual Pgs. 16 – 29
Week 3: 23-Jan	Sources and Uses (Historical cont’d & Planning)	Stmts End Yr. 2 Qtr. 1 (Handouts Folder) SBG Manual 30 – 40	Assignment #1 Due
25-Jan	Sources and Uses (Planning)	Stmts End Yr. 2 Qtr. 1 (Handouts Folder) SBG Manual 41 – 60 Exam #1	Decision Form
Week 4: 30-Jan	Fundamental Analysis: Ratios	G&K: Chp. 3 Pg. 64-77 SBG Manual 61 - 84	Decision #1 (Y2,Q2)
1-Feb	Assets: Loans	G&K: Chp. 9 & 10
Week 5: 6-Feb	Assets: Loans	G&K: Chp. 9 & 10	Assignment #2 Due
8-Feb	Commercial Loans	Guest Speaker	Decision #2 (Y2,Q3)
Week 6: 13-Feb	Assets: Investments	G&K: Chp. 7; Int Rate Handout (Handouts Folder)
15-Feb	Fundamental Analysis: Cost of Funds	G&K:Chp. 13 Cost of Funds Handout (Handouts Folder)	Decision #3 (Y2,Q4)
Week 7: 20-Feb	Advanced Analysis: Interest/Maturity Gap and Sensitivity	G&K: Chp. 5 & 6	Decision #4 (Y3,Q1) Due Assignment #3 Due
22-Feb	Advanced Analysis: Interest/Maturity Gap and Sensitivity	G&K: Chp. 5 & 6 Exam #2	Decision #5 (Y3,Q2) Due
Week 8: 27-Feb	Capital Adequacy	G&K: Chp. 12 Capital Adeq. Handout (Handouts Folder)	Decision # 6 (Y3,Q3) Due Assignment #4 Due
1-Mar	Advanced Analysis: Derivatives Usage	G&K: Chp. 6, 14	Decision # 7 (Y3,Q4) Due
Week 9: 6-Mar	Regulatory Environment	G&K: Chp. 2	Decision #8 (Y4,Q1) Due Assignment #5 Due
8-Mar	Current Topics	G&K: Chps. 16, 17 & 18 Exam #3
Week 10: 13-Mar	Review and Evaluations
15-Mar	Class Presentations		MBA Reports Due
Final: No Final Exam for this Class Final Reports due Tuesday 21-Mar, 6 P.M. at my office (418D Bex)