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Iqra University - Karachi Faculty of Business Administration

This document outlines the course objectives, learning outcomes, topics, and activities for a 10-week Financial Strategy and Policy course. The course aims to develop an understanding of formulating financial strategies, investment appraisal techniques, and capital structure implications. Key topics covered include risk and return, financial planning, leverage policy, dividend policy, cost of capital, and capital budgeting. Learning is facilitated through lectures, assignments, readings, and other online resources.

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0% found this document useful (0 votes)
150 views31 pages

Iqra University - Karachi Faculty of Business Administration

This document outlines the course objectives, learning outcomes, topics, and activities for a 10-week Financial Strategy and Policy course. The course aims to develop an understanding of formulating financial strategies, investment appraisal techniques, and capital structure implications. Key topics covered include risk and return, financial planning, leverage policy, dividend policy, cost of capital, and capital budgeting. Learning is facilitated through lectures, assignments, readings, and other online resources.

Uploaded by

syed ali
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
Download as xlsx, pdf, or txt
Download as xlsx, pdf, or txt
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IQRA UNIVERSITY - Karachi

Faculty of Business Administration

Title Financial Strategy and Policy Program MBA


Code FIN 561 Pre-Req

Course Objectives Learning Outcomes


CO1 Develop an understanding of how to formulate a financial strategy taking LO1 A sound understanding of the derivation of strategies and policy-making
CO2 Identify and critique a range of investment appraisal techniques, selec LO2 A wide understanding of financial theories and their implication in the real world
CO3 Understand the implication of differing types of capital structure and theLO3 A prudent comprehension of devising financial modeling catering to the need of the modern-financial era.
CO4 Understand and critique both the theoretical issues and influences on pLO4 Demonstration of splendid financial engineering to enhance corporate valuation and to eliminate financial impediments.
CO5 To understand and analyze different working capital and cash manageme LO5 Transforming financial practices from conventional mechanism to advanced financial modeling based on innovative information technology

Week # 1: Introduction to Financial Management


1 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 1.1 Overview of financial markets X X X X
Unit 1.2 The concept of time value of money X X X X
Unit 1.3 The concept of calculating present value X X X X
Unit 1.4 The concept of calculating future value X X X X
Unit 1.5 The concept or stock valuation X X X X
Unit 1.6 The concept of bond valuation X X X X

Week # 2: Risk and Return


2 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 2.1 The concept of risk and return in finance X X X X X X
Unit 2.2 Stand-alone risk and return X X X X X X
Unit 2.3 Portfolio return X X X X X X
Unit 2.4 Correlation X X X X X X
Unit 2.5 Portfolio risk X X X X X X X

Week # 3: Risk and Return


5 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 3.1 The concept of beta and its calculation X X X X X X
Unit 3.2 CAPM model X X X X X X
Unit 3.3 SML line X X X X X X
Unit 3.4 Efficient Portfolios X X X X X X
Unit 3.5 Indiffernece curves X X X X X X
Unit 3.6 CML line X X X X X X X X X

Week # 4: Financial Planning


4 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 4.1 Introduction to financial planning X X X X X X
Unit 4.2 How does firm generate cash flows? X X X X X X X
Unit 4.3 Cash flow analysis X X X X X X
Unit 4.4 Financial forecasting X X X X X X
Unit 4.5 Cash budget X X X X X X X X

Week # 5: Leverage Policy


5 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 5.1 The optimal capital structure X X X X X X
Unit 5.2 Business & Financial Risk X X X X X X
Unit 5.3 MM Propositions X X X X X X
Unit 5.4 Trade-off Theory X X X X X X
Unit 5.5 Pecking Order Theory and Signaling Theory X X X X X X X X

Week # 6: Dividend Policy


6 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 6.1 Intrdocution to Dividend policy X X X X X
Unit 6.2 MM Dividend Irrelevance Theory X X X X X X
Unit 6.3 Bird in the hand fallacy & tax preference theory X X X X X X
Unit 6.4 Signaling Theory & Clientele Effects X X X X X X
Unit 6.5 Reisdual Dividend Model X X X X X X X X X

Week # 7: Cost of Capital


7 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 7.1 What goes into calculating a firm’s cost of capital X X X X X X
Unit 7.2 Weighted Average Cost of Capital X X X X X X
Unit 7.3 Cost of debt X X X X X X
Unit 7.3 Cost of preferred Equity X X X X X X X

Week # 8: Cost of Capital


8 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 8.1 Components of cost of capital: Cost of Equity stoc X X X X X X
Unit 8.2 Three ways to calculate cost of equity capital X X X X X X
Unit 8.3 Cost of retained earnings Vs cost of issuing new e X X X X X X
Unit 8.4 Determining the weights for the WACC X X X X X X X X X

Week # 9: Capital Budgeting


9 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 9.1 The concept of capital budgeting in finance X X X X X X
Unit 9.2 Payback period X X X X X X
Unit 9.3 Discounted payback period X X X X X X
Unit 9.4 Net Present Value X X X X X X X X

Week # 10: Capital Budgeting


10 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 10.1 Profitability Index X X X X X X
Unit 10.2 Internal Rate of Return X X X X X X
Unit 10.3 Conflict between NPV and IRR X X X X X
Unit 10.4 Modified Internal rate of return X X X X X X X
Week # 11: Corporate Valuation
11 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 11.1 Intrisnic value X X X X X X
Unit 11.2 Two Types of Assets X X X X X X
Unit 11.3 Total Corporate Value X X X X X X
Unit 11.4 Applying the Corporate Valuation Model X X X X X X X

Week # 12: Corporate valuation


12 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 12.1 Value Based management X X X X X X
Unit 12.2 Insights form constant growth model X X X X X X
Unit 12.3 Expected Rerun on invested capital X X X X X X
Unit 12.4 Corporate governance X X X X X X X X X

Week # 13: Working Capital Management


13 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 13.1 The concept of working capital management X X X X X X
Unit 13.2 Cash Conversion Cycle X X X X X X X
Week # 14: Working Capital Managemet
14 Unit Topic PPT Video Rec Lec Assign Quiz Reading Youtube Web Res Activity
Unit 14.1 The importance of cash budget X X X X X X
Unit 14.2 working capital issues X X X X X X
Unit 14.3 working capiral financial policies X X X X X X X X
Powerpoint Lectures

Week Unit Unit Topic Powerpoint Developed by Powerpoint Reviewed by


1 1.1 Overview of financial markets Dr. Abid Mehmood
1 1.2 The concept of time value of money Dr. Abid Mehmood
1 1.3 The concept of calculating present vaDr. Abid Mehmood
1 1.4 The concept of calculating future val Dr. Abid Mehmood
1 1.5 The concept or stock valuation Dr. Abid Mehmood
1 1.6 The concept of bond valuation Dr. Abid Mehmood

2 2.1 The concept of risk in finance Dr. Sundus Waqar


2 2.2 The concept of expected rate of returDr. Sundus Waqar
2 2.3 Stand-alone risk and return Dr. Sundus Waqar
2 2.4 Using historical data to measure risk Dr. Sundus Waqar
2 2.5 Portfolio risk and return Dr. Sundus Waqar
2 2.6 Correlation Dr. Sundus Waqar
2 2.7 Systematic and unsystematic risk Dr. Sundus Waqar
3 3.1 The concept of beta and its calculatioDr. Sundus Waqar
3 3.2 CAPM model Dr. Sundus Waqar
3 3.3 SML line Dr. Sundus Waqar
3 3.4 Efficient Portfolios Dr. Sundus Waqar
3 3.5 Indiffernece curves Dr. Sundus Waqar
3 3.6 CML line Dr. Sundus Waqar
4 4.1 Introduction to financial planning Dr. Asad Ali Rind
4 4.2 How does firm generate cash flows? Dr. Asad Ali Rind
4 4.3 Cash flow analysis Dr. Asad Ali Rind
4 4.4 Financial forecasting Dr. Asad Ali Rind
4 4.5 Cash budget Dr. Asad Ali Rind
5 5.1 Introduction to optimal capital struct Dr. Sundus Waqar
5 5.2 MM Propositions Dr. Sundus Waqar
5 5.3 Trade-off Theory Dr. Sundus Waqar
5 5.4 Pecking Order Theory Dr. Sundus Waqar
5 5.5 Signaling Theory Dr. Sundus Waqar
6 6.1 Intrdocution to Dividend policy Dr. Sundus Waqar
6 6.2 MM Dividend Irrelevance Theory Dr. Sundus Waqar
6 6.3 Bird in the hand fallacy Dr. Sundus Waqar
6 6.4 Signaling Theory Dr. Sundus Waqar
6 6.5 Tax Preference Theory Dr. Sundus Waqar
6 6.6 Clientele Effects Dr. Sundus Waqar
6 6.7 Residual dividend Model Dr. Sundus Waqar
7 7.1 What goes into calculating a firm’s cosDr. Asad Ali Rind
7 7.2 Weighted Average Cost of Capital Dr. Asad Ali Rind
7 7.3 Cost of debt Dr. Asad Ali Rind
7 7.4 Cost of Preferred Equity Dr. Asad Ali Rind
8 8.1 Components of cost of capital: Cost oDr. Asad Ali Rind
8 8.2 Three ways to calculate cost of equityDr. Asad Ali Rind
8 8.3 Cost of retained earnings Vs cost of i Dr. Asad Ali Rind
8 8.4 Determining the weights of components Dr. Asad Ali Rind
9 9.1 The concept of capital budgeting in f Dr. Asad Ali Rind
9 9.2 Payback period Dr. Asad Ali Rind
9 9.3 Discounted payback period Dr. Asad Ali Rind
9 9.4 Net Present Value Dr. Asad Ali Rind
10 10.1 Profitability Index Dr. Asad Ali Rind
10 10.2 Internal Rate of Return Dr. Asad Ali Rind
10 10.3 IRR vs NPV Dr. Asad Ali Rind
10 10.4 Modified Internal Rate of Return Dr. Asad Ali Rind
11 11.1
11 11.2
11 11.3
11 11.4
11 11.5
12 12.1
12 12.2
12 12.3
12 12.4
12 12.5
13 13.1
13 13.2
13 13.3
13 13.4
13 13.5
14 14.1
14 14.2
14 14.3
14 14.4
14 14.5
Uploaded by
Studio Recorded Video

Week Unit Unit Topic Duration Video Developed by


1 1.1
1 1.2
1 1.3
1 1.4
1 1.5
1 1.6

2 2.1
2 2.2
2 2.3
2 2.4
2 2.5
3 3.1
3 3.2
3 3.3
3 3.4
3 3.5
4 4.1
4 4.2
4 4.3
4 4.4
4 4.5
5 5.1
5 5.2
5 5.3
5 5.4
5 5.5
6 6.1
6 6.2
6 6.3
6 6.4
6 6.5
7 7.1
7 7.2
7 7.3
7 7.4
7 7.5
8 8.1
8 8.2
8 8.3
8 8.4
8 8.5
9 9.1
9 9.2
9 9.3
9 9.4
9 9.5
10 10.1
10 10.2
10 10.3
10 10.4
10 10.5
11 11.1
11 11.2
11 11.3
11 11.4
11 11.5
12 12.1
12 12.2
12 12.3
12 12.4
12 12.5
13 13.1
13 13.2
13 13.3
13 13.4
13 13.5
14 14.1
14 14.2
14 14.3
14 14.4
14 14.5
Video

Video Reviewed by Uploaded by


Explanatory Lectures

Week Unit Unit Topic Recorded Lecture Developed by Recorded Lecture Reviewed by
1 1.1
1 1.2
1 1.3
1 1.4
1 1.5
1 1.6

2 2.1
2 2.2
2 2.3
2 2.4
2 2.5
3 3.1
3 3.2
3 3.3
3 3.4
3 3.5
4 4.1
4 4.2
4 4.3
4 4.4
4 4.5
5 5.1
5 5.2
5 5.3
5 5.4
5 5.5
6 6.1
6 6.2
6 6.3
6 6.4
6 6.5
7 7.1
7 7.2
7 7.3
7 7.4
7 7.5
8 8.1
8 8.2
8 8.3
8 8.4
8 8.5
9 9.1
9 9.2
9 9.3
9 9.4
9 9.5
10 10.1
10 10.2
10 10.3
10 10.4
10 10.5
11 11.1
11 11.2
11 11.3
11 11.4
11 11.5
12 12.1
12 12.2
12 12.3
12 12.4
12 12.5
13 13.1
13 13.2
13 13.3
13 13.4
13 13.5
14 14.1
14 14.2
14 14.3
14 14.4
14 14.5
Uploaded by
Resource

Week Unit Unit Topic


1 1.1 Overview of financial markets
1 1.2 The concept of time value of money
1 1.3 The concept of calculating present va
1 1.4 The concept of calculating future val
1 1.5 The concept or stock valuation
1 1.6 The concept of bond valuation
2 2.1 The concept of risk in finance
2 2.2 The concept of expected rate of retur
2 2.3 Stand-alone risk and return
2 2.4 Using historical data to measure risk
2 2.5 Portfolio risk and return
2 2.6 Correlation
2 2.7 Systematic and unsystematic risk
3 3.1 The concept of beta and its calculatio
3 3.2 CAPM model
3 3.3 SML line
3 3.4 Efficient Portfolios
3 3.5 Indiffernece curves
3 3.6 CML line
4 4.1 Introduction to financial planning
4 4.2 How does firm generate cash flows?
4 4.3 How does firm generate cash flows?
4 4.4 Financial forecasting
4 4.5 Cash budget
5 5.1 Introduction to optimal capital struct
5 5.2 MM Propositions
5 5.3 Trade-off Theory
5 5.4 Pecking Order Theory
5 5.5 Signaling Theory
6 6.1 Intrdocution to Dividend policy
6 6.2 MM Dividend Irrelevance Theory
6 6.3 Bird in the hand fallacy
6 6.4 Signaling Theory
6 6.5 Tax Preference Theory
6 6.6 Clientele Effects
6 6.7 Residual dividend Model
7 7.1 What goes into calculating a firm’s cos
7 7.2 Weighted Average Cost of Capital
7 7.3 Cost of debt
7 7.4 Cost of Preferred Equity
8 8.1 Components of cost of capital: Cost o
8 8.2 Three ways to calculate cost of equity
8 8.3 Cost of retained earnings Vs cost of i
8 8.4 Determining the weights of components
9 9.1 The concept of capital budgeting in f
9 9.2 Payback period
9 9.3 Discounted payback period
9 9.4 Net Present Value
10 10.1 Profitability Index
10 10.2 Internal Rate of Return
10 10.3 IRR vs NPV
10 10.4 Modified Internal Rate of Return
11 11.1
11 11.2
11 11.3
11 11.4
11 11.5
12 12.1
12 12.2
12 12.3
12 12.4
12 12.5
13 13.1
13 13.2
13 13.3
13 13.4
13 13.5
14 14.1
14 14.2
14 14.3
14 14.4
14 14.5

Course & Reference Books


S# Form Title
1 HC
2 HC
3 SC
4 SC
5 SC
HC = Hard copy, SC = Soft copy
Resources

Readings (book & pages) Youtube Resoures


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Author(s) Edition
Web Resources Uploaded by
Dr. Abid Mehmood
Dr. Abid Mehmood
Dr. Abid Mehmood
Dr. Abid Mehmood
Dr. Abid Mehmood
Dr. Abid Mehmood

Word file uploaded Dr. Sundus Waqar


Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
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Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Sundus Waqar
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
Word file uploaded Dr. Asad Ali Rind
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Word file uploaded Dr. Asad Ali Rind
Publisher Course / Reference
Zoom Session Topics / Units Faculty 1
1
2
3
4
5
6
7
8
9
10
11
12

Webinar Topic Speaker


1
2
3
4
5
6
7
8
Faculty 2 Date Time

Organization Date Time


Assessment

Asessments Unit Ref Topics Covered Developed by Reviewed by

Assignment 1 Week 3 Risk and Return Sundus Waqar


Assignment 2 Week 4 Financial planning and forecasting Dr. Asad Ali Rind
Assignment 3 Week 6 Capital structure & Divdend Policy
Assignment 4 Week 8 Cost of Capital
Assignment 5 Week 9 Capital Budgeting
Assignment 6 week 12 Corporate Valuation
Assignment 7 Week 14 Working Capital Management

Quiz 1 Week 1 Introduction to Financial ManagemenDr. Abid Mehmood


Quiz 2 Week 2 & 3 Risk and Return Sundus Waqar
Quiz 3 Week 4 Financial planning and forecasting Dr. Asad Ali Rind
Quiz 4
Quiz 5
Quiz 6

Activity 1
Activity 2
Activity 3
Activity 4
Activity 5
Activity 6

Final Examination

Mini Project Details

Course Project Details


Final Examination Details
Uploaded by Assessed by
Course Team

S# Name Designation Campus Cell #


1 Dr. Asad Ali Rind Assistant Professor Main Campus 0333-3157547
2 Dr. Abid Mehmood Assistant Professor Main Campus 0302-0586284
3
4
5
6
7
8
9
10
am

Email Address Comments


[email protected]
[email protected]
Explanations of each item

Item Description
Course Outline Complete course outline
Week-wise topics Week-wise topics + Units development (5 units per week)
Lectures Powerpoint lectures Week-wise, Entire course will be divided into 14 weeks lectures
Recorded Videos Video lectures in Unit-wise (5 Units per Week), Videos will be recorded in studio for each week around 5 unit
Recorded Session videos will sessions
Recorded be recorded of around
based 5-8 minutes
on explanations of of each.
powerpoint prepared. Recording can be done on OBS, Zoom, or
Zoom sessions live any other
Live recording
sessions will besoftware
conducted for one hour once in two weeks (as tutorial) to handle queries, This session will
Webinars (Zoom) also be recorded
National for reference
and international speakers will be invited for these seminars
Readings Reading material will be identified to supplement the content (at least one for each week)
Youtube Resources Youtube resources will be identified to supplement content (at least one for each week)
Web resources Multiple web resources will be identified to supplement content
Quizzes Quizzes on various topics – MCQS or T/F type objective quizzes
Assignment Small assignments
Activities Short activities (not graded) only for learning and submission
Mini Project One mini project as midterm examination
Course Project One course project close to end of the course
Final Examination One open book final examination
Attendance Attendance as participation, Weekly interaction of the participants for material access and task completion
Frequency Comments
1 Complete course outline with unit details
70 Approx 5 units per week
14 14 lectures with Units breakup as sections
70 One video lecture for each unit
14 One recorded lecture for each ppt
12 Live zoom sessions for query and Q&A
6 Foreign / Industry speakers
14 One for each week at least
14 One for each week at least
Varies
5 to 10 Min 5 and Max 10
5 to 10 Min 5 and Max 10
Several Depends on course
1
1
1
Several Via VLE access and interaction
Important Notes

S# Note
1
2
3
4
5

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