Introduction to Finance
Dr. George Blazenko
Caution — In accordance with the
Academic Honesty Policy (T10.02), academic dishonesty in any form will not be
tolerated. Prohibited acts include, but
are not limited to, the following: making use of any books, papers, electronic
devices or memoranda, other than those authorized by examiners. speaking or communicating with other students who are
writing examinations. copying from the work of other
candidates or purposely exposing written papers to the view of other
candidates. Cell phones must be turned off during examinations. Invigilators
will have an electronic device that identifies when a cell phone is on. You may
not use your cellphone for monitoring time or as a calculator during an exam.
So, bring a watch! Having a cell phone on during an examination is grounds for
academic discipline.
Links to
Textbook
Chapter
2: Financial Analysis with Financial Statement and Financial Market Info
Chapter
4: Corporate Financial Planning
Chapter
5: Taxation and Investment Returns
Chapter
6: The Math of Finance
Chapter
7: Fixed Income and Debt
Chapter
8: Equities and Markets
Chapter
9: Business Investment
Chapter
10: Corporate Performance Evaluation
Chapter
11: Returns for Risky Financial Assets
Quiz 1
Solution Keys
DAY
EVENING
Q1 Summary
Statistics
MIDTERM
If you did not do as well as you
might have liked on the midterm, we always look for students who do better on
the final compared to the midterm and adjust final grades using my judgment.
Midterm Solution Keys
DAY
EVENING
Midterm Exam
Summary Statistics
TA Midterm Marking
Quiz 2
Solution Keys
DAY
EVENING
Q2 Summary
Statistics
Tentative
ASSIGNMENTS
(subject
to change but no change after one week prior to due date)
Assignment
1 (Due Friday Sept 20 by 9:30pm)
Assignment 2 (Due Friday Sept 27 by 9:30pm)
Assignment
3 (Due Friday Oct 4 by 9:30pm)
Assignment
4 (Due Friday Oct 11 by 9:30pm)
Assignment
5 (Due Friday Oct 18 by 9:30pm)
Assignment
6 (Due Friday Oct 25 by 9:30pm)
Assignment
7 (Due Friday Nov 8 by 9:30pm)
Assignment
8 (Due Friday Nov 15 by 9:30pm m)
Assignment
9 (Due Friday Nov 22 by 9:30pm)
Assignment
10 (Due Friday Nov 29 by 9:30pm)
Assignment
11 (Due Friday Dec 6 by 9:30pm)
Assignment 11 is optional. If you missed one of the first 10 assignments,
you can make up the loss by handing in assignment 11. If you already have 10
assignment marks from the first 10 assignments you cannot get more that 10/10
by handing in assignment 11.
Quiz and Exam
Samples
Quiz 1 Samples (Chap 1 & 2) 
Quiz 2 Samples (Chap. 6) 
Midterm Samples (Ch.1,2,3,4,5,6) 
Final Exam Samples (Chs. 1,2,3,6,7,8,9,10) 






























MidtermPP 
















Extra Office Hours for Midterm
Some
Notes for Midterm Exam
1. Midterm is XXX
2. The midterm is 1 hour and 50 minutes exactly (no
extensions).
2. Students without a
valid SFU student ID card with picture identification will not be allowed to
write quizzes, midterm, or final.
3. On the midterm, quiz 2,
or the final exam you may be asked questions that require a financial
calculator.
4.
For sample midterms, the solutions to tax problems are for the taxyear
when the exam was written. Tax rules change and your midterm exam
requires tax rules for 2019 as we discussed in class. The tax problems indicate only the types of
questions I might ask. Marks will be
deducted for using obsolete tax rules/rates. Remember that there will be no
questions on personal tax, but only corporate tax.
5. Understanding suggested
samplemidterm solutions may not be adequate preparation. Test your skill by doing at least some of the
samples without looking at suggested solutions.
6. The sample quizzes/midterms/finals
reflect material that was taught in past offerings of BUS312. This material may
not correspond exactly to the current BUS312 semester; some judgment is
necessary in using samples.
7. The midterm exam covers Assignments
1,2,3,4,5,6 and Chapters 1,2,3,4,5 and a portion of
Chapter 6. In Chapter 6, the midterm exam will not cover PV or FV of a growing
annuity (note that PV and FV of nongrowing
annuities and PV of growing and nongrowing perpetuities
will be on the midterm). In addition, the midterm will not cover mortgages. We
will study these topics but they will be examined on quiz2 and/or on the final
exam.
Extra Office Hours
for Final Exam
Final Exam Info
Students without a valid SFU student ID card with
picture identification will not be allowed to write the final.
The Final Exam covers chapter 1, 2, 3, 6 (all of
chapter 6 that we studied), 7, 8, a portion of chapter 9, and a portion of chapter
10. More specifically, read
for the final exam in chapter 9, sections 9.1 to 9.4,
9.5, 9.5.1, 9.5.2, 9.6, 9.7 inclusive. In chapter 10,
read sections 10.1, 10.2, 10.3, 10.4.
SURREYBUS312 POWERPOINT FILES
(Current
Semester, Thanx to Andrew Flostrand, updated periodically)
Sample LECTURE NOTES
(not current semester!!!!)
Chapter
1
Chapter 6:
Calculations
in the Math of Finance #1
Calculations
in the Math of Finance #2
Calculations
in the Math of Finance #3
Calculations
in the Math of Finance #4
Calculations
in the Math of Finance #5
Calculations
in the Math of Finance #6
Calculations
in the Math of Finance #7
Calculations
in the Math of Finance #8
Calculations
in the Math of Finance #9
Calculations in the Math of Finance #10
Calculations
in the Math of Finance #11 PV of a Growing Annuity
Calculations
in the Math of Finance #12 FV if a Growing Annuity
Calculations
in the Math of Finance #13 Canadian Mortgages
Cases Where it is Relatively Simple to Calculate an IRR
Assignment
6 Q3 Annualized HPRR for an Investment
Assignment
6 Q4 Prototypical Retirement Planning Problem
Chapter 8