Principles of Financial Management

by Andrew Carr

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Publisher
Aurora University
Subjects
Business
Licence
CC BY 4.0, as LibreTexts states it
Who can read
Tweens profiles and older, judged from its title and subjects

Contents

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  1. Front Matter
  2. TitlePage
  3. InfoPage
  4. Table of Contents
  5. About The Book
  6. Acknowledgements
  7. Licensing
  8. 1: Introduction to Financial Management
  9. 1.1: Why Finance Matters
  10. 1.2: The Nature and Purpose of Financial Management
  11. 1.3: The Evolving Role of the Financial Manager
  12. 1.4: Finance as a Decision-Making Framework
  13. 1.5: Chapter Summary
  14. 1.6: Key Terms
  15. 1.7: Chapter Appendixes
  16. 2: The Financial Systems, Markets, Institutions, and Intermediaries
  17. 2.1: What Is a Financial System?
  18. 2.2: Types of Financial Markets
  19. 2.3: Financial Institutions and Intermediaries
  20. 2.4: The Role of Regulation
  21. 2.5: The Flow of Funds- How Capital Moves
  22. 2.6: The Global Financial System
  23. 2.7: Why Understanding the System Matters?
  24. 2.8: Chapter Summary
  25. 2.9: Key Terms
  26. 3: Financial Statements and Analysis
  27. 3.1: Chapter Introduction- Financial Statements
  28. 3.2: The Balance Sheet
  29. 3.3: The Income Statement
  30. 3.4: The Statement of Cash Flows
  31. 3.5: Ratio Analysis and Financial Health
  32. 3.6: How to Get Real-World Financial Data for Free
  33. 3.7: Chapter Summary
  34. 3.8: Key Terms
  35. 4: Budgeting Techniques and Forecasting
  36. 4.1: The Role of Budgeting in Strategic Planning
  37. 4.2: Budgeting Methods- Incremental, Zero-Based, and Activity-Based
  38. 4.3: Forecasting Techniques- Quantitative and Qualitative
  39. 4.4: The Master Budget- Operating, Capital, and Financial Budgets
  40. 4.5: Technology and AI in Forecasting
  41. 4.6: Introduction to Excel for Forecasting
  42. 4.7: Chapter Summary
  43. 4.8: Key Terms
  44. 5: Valuation of Financial Assets—Time Value of Money
  45. 5.1: Present and Future Value Concepts
  46. 5.2: Compounding, Discounting, and the Role of Time
  47. 5.3: Annuities and Uneven Cash Flows
  48. 5.4: Solving TVM Problems with Financial Calculators and Excel
  49. 5.5: Practice Problems and Self-Check Quiz
  50. 5.6: Chapter Summary
  51. 5.6.1: Key Terms
  52. 5.7: Chapter Appendixes
  53. 6: Valuation of Financial Assets—Bonds
  54. 6.1: Characteristics of Bonds
  55. 6.2: Bond Pricing, Yield Measures, and Valuation Tools
  56. 6.3: Interest Rate Risk and Duration
  57. 6.4: Advanced Bond Features and Yield Curves
  58. 6.5: Understanding Credit Ratings
  59. 6.6: Yield Spreads and Credit Risk
  60. 6.7: Integrated Valuation Cases
  61. 6.8: Chapter Summary
  62. 6.9: Key Terms
  63. 7: Valuation of Financial Assets—Stocks
  64. 7.1: Common and Preferred Stock
  65. 7.2: Dividend Discount Models (DDMs)
  66. 7.3: Price–Earnings and Market-Based Valuation
  67. 7.4: Stock Buybacks and Dividend Policy
  68. 7.5: Market Efficiency and Behavioral Insights
  69. 7.6: Chapter Summary
  70. 7.7: Key Terms
  71. 7.8: Appendixes
  72. 8: Valuation of Financial Assets—Risk and Return
  73. 8.1: Types of Risk- Systematic and Unsystematic
  74. 8.2: Measuring Risk and Expected Return
  75. 8.3: Portfolio Diversification
  76. 8.4: The Capital Asset Pricing Model (CAPM)
  77. 8.5: The Security Market Line (SML)
  78. 8.6: Behavior Finance for Investors
  79. 8.7: Chapter Summary
  80. 8.8: Key Terms
  81. 8.9: Appendixes
  82. 9: Capital Budgeting
  83. 9.1: Investment Decision Criteria
  84. 9.2: Net Present Value (NPV) and Internal Rate of Return (IRR)- Deeper Analysis
  85. 9.3: Payback and Profitability Index Methods
  86. 9.4: Sensitivity and Scenario Analysis
  87. 9.5: Capital Rationing and Mutually Exclusive Project
  88. 9.6: Real Options in Capital Budgeting Overview
  89. 9.7: Chapter Summary
  90. 9.8: Key Terms
  91. 10: Financing Decisions
  92. 10.1: Capital Structure Components
  93. 10.2: The Cost of Debt and Equity
  94. 10.3: Weighted Average Cost of Capital (WACC)
  95. 10.4: Leverage and Risk
  96. 10.5: Dividend Policy and Internal Financing Overview
  97. 10.6: Chapter Summary
  98. 10.7: Key Terms
  99. 11: International Financial Management
  100. 11.1: Exchange Rate Systems and Determination
  101. 11.2: Parity Conditions (IRP, PPP, Fisher Effects)
  102. 11.3: Exchange Rate Risk and Exposure
  103. 11.4: Managing Exchange Rate Risk
  104. 11.5: International Capital Budgeting
  105. 11.6: Global Financing Decisions and the Currency of Debt
  106. 11.7: International Finance in a Digital World (short application)
  107. 11.8: Chapter Summary
  108. 11.9: Key Terms
  109. 12: Emerging Technologies in Financial Management
  110. 12.1: Fintech Overview
  111. 12.2: Digital Payments and Cash Flow Management
  112. 12.3: Blockchain Applications in Finance
  113. 12.4: Crowdfunding and Capital Formation
  114. 12.5: Automation and AI
  115. 12.6: Governance, Regulation, and Risk in Fintech
  116. 12.7: Chapter Summary
  117. 12.8: Key Terms
  118. 13: Artificial Intelligence in Financial Management
  119. 13.1: AI in Risk and Fraud Management
  120. 13.2: Algorithmic Trading and Robo-Advising
  121. 13.3: Predictive Analytics in Finance
  122. 13.4: Ethical and Data Concerns
  123. 13.5: From Analytical AI to Conversational AI
  124. 13.6: Chapter Summary
  125. 13.7: Key Terms
  126. 14: ChatGPT and Prompt Technology in Financial Management
  127. 14.1: Overview of Conversational AI
  128. 14.2: Prompt Design for Financial Analysis
  129. 14.3: AI in Customer Service and Planning
  130. 14.4: Ethics and Data Governance
  131. 14.5: Managerial Judgment and Human Oversight
  132. 14.6: Best Practices for AI-Assisted Financial Modeling
  133. 14.7: Chapter Summary
  134. 14.8: Key Terms
  135. 14.9: Chapter Appendixes
  136. 15: Corporate Governance, Ethics, and Sustainability
  137. 15.1: Agency Theory and Incentives
  138. 15.2: Boards of Directors and Corporate Oversight
  139. 15.3: Shareholders vs Stakeholders Perspectives
  140. 15.4: ESG (Environmental, Social, Governance) Basics
  141. 15.5: Ethical Dilemmas in Finance (real-world cases)
  142. 15.6: Chapter Summary
  143. 15.7: Key Terms
  144. 16: Macroeconomics for Financial Managers
  145. 16.1: Interest Rates and Monetary Policy
  146. 16.2: Inflation and Purchasing Power
  147. 16.3: Business Cycles and Economic Indicators
  148. 16.4: Yield Curves and Recession Signals
  149. 16.5: Understanding GDP, Employment, Consumer Behavior, and Tariffs
  150. 16.6: Chapter Summary
  151. 16.7: Key Terms
  152. 17: Excel and Data Analytics for Finance
  153. 17.1: Spreadsheet Best Practices
  154. 17.2: Building Clean Input-Output Models
  155. 17.3: Excel Functions for Finance (NPV, IRR, PMT, Rate, etc.)
  156. 17.4: Data Visualization for Finance
  157. 17.5: Intro to Regression Analysis for Financial Forecasting
  158. 17.6: Building Dashboards
  159. 17.7: Chapter Summary
  160. 17.8: Key Terms
  161. 17.9: Chapter Appendix
  162. Back Matter
  163. References
  164. Index
  165. Glossary
  166. Detailed Licensing
  167. Detailed Licensing