AM803001 Financial Decision Making Case Assignment Sample Assignment
AM803001 Financial Decision Making Case Assignment
Submission: |
Upload soft copy to Moodle |
Word count guidance: |
2000-2500 words |
Weighting/Contribution: |
30% to final grade/30 Marks |
Learning outcomes covered: |
1 |
Level: |
8 |
Assessment Overview
This is the first of two assessments for this Assignment. For this assessment you will select a listed company from an Aotearoa New Zealand context and/or an Iwi/Mori organisation to use as case studies to critically analyse their financial decision making.
Conditions of Assessment
This is an individual assessment that you will complete in your learner-managed time, however, your teacher will provide opportunities during class time for clarification, guidance, collaborative working opportunities, and group discussion. All work must be completely your own and all literature used must be referenced appropriately using APA 6th edition. In order to pass this Assignment you must achieve a cumulative grade of at least 50%, across assessment one and two. \\
Learning Outcome(s) Assessed
- Analyse working capital decisions, interpret financial statements, make capital budgeting decisions and value financial assets within a managerial context including differences in financial considerations for Iwi/Mori organisations.
Resubmission/Extensions
Please see your Assignment outline for guidelines around resubmission, and extensions.
Instructions
To prepare for this assessment you will select a listed company from an Aotearoa New Zealand context and/or an Iwi/Mori organisation to use as case studies. Your selection will need to be based on your ability to access the appropriate financial and reporting documents to critically analyse.
Using your selected case studies and referring to relevant literature to support your analyses, prepare a report that critically analyses the financial decision making by interpreting the financial statements of each. Your report will evaluate the profitability of the chosen organisation(s) via various valuation models, critically analyse working capital decisions, capital budgeting decisions, and make corresponding recommendations for improving future profitability.
Using your selected case studies your report will also critically analyse differences in financial decision making considerations for Iwi/Mori organisations.
Assessment Schedule
Criteria |
10-9 8-7 6-5 |
4-0 | ||
Financial statements and valuation of financial assets |
The report demonstrates insightful critical analyses of financial conditions and performance of chosen corporation(s): perceptive critical analysis of the case studies by using relevant financial ratios/variables and valuation models judicious use of contemporary literature to support critical analysis |
The report demonstrates clear critical analyses with detail, financial performance through: clear and detailed critical analysis of the case studies by using relevant financial ratios/variables and valuation models clear and detailed use of contemporary literature to support critical analysis |
The report demonstrates critical analysis of corporate financial performance through: critical analysis of the case studies by using relevant financial ratios/variables and/or valuation models uses contemporary literature to support critical analysis |
The report does not, demonstrate critical analysis of corporate financial performance through: minimal, or no, critical analysis of the case studies liquidity by using relevant ratios/variables or valuation models minimal, or no, use contemporary literature to support critical analysis |
Financial decisions |
The report demonstrates insightful critical analysis and interpretation of financial decisions through: perceptive critical analysis of how current methods of inventory, receivable and payable management, have impacted on liquidity, and profitability. insightful and thorough recommendations supported from perceptive critical analysis judiciously using contemporary literature and capital budgeting techniques to support recommendations. |
The report demonstrates clear and detailed critical analysis and interpretation of financial decisions through: clear and detailed critical analysis of how current methods of inventory, receivable and payable management have impacted on liquidity, and profitability. appropriate and thorough recommendations supported from clear and detailed critical analysis and interpretation of financial statements using contemporary literature and capital budgeting process to support recommendations. |
The report demonstrates critical analysis and interpretation of and financial decisions through: critical analysis of how current methods of inventory, receivable and payable management, capital budgeting decisions, have impacted on liquidity, and profitability. appropriate recommendations supported from critical analysis and interpretation of financial statements using contemporary literature to support recommendations. |
The report does not demonstrate critical analysis and interpretation of financial decisions through: minimal or no, critical analysis of how current methods of inventory, receivable and payable management have impacted on liquidity, and profitability. minimal or no recommendations, or recommendations that are not appropriate or supported from critical analysis and interpretation of financial statements minimal or no use of contemporary literature and capital budgeting techniques to support recommendations. |
Iwi/Mori organisations |
The report demonstrates insightful critical analysis of differences in financial considerations for Iwi/Mori organisations through: perceptive critical analysis of an Iwi/Mori organisations operating environment including: economic and social environment legal environment taxation system accounting standard and reporting system Iwi/Mori value in business (i.e. Tikanga) |
The report demonstrates clear and detailed critical analysis of differences in financial considerations for Iwi/Mori organisations through: clear and detailed critical analysis of an Iwi/Mori organisations operating environment including: economic and social environment legal environment taxation system accounting standard and reporting system Iwi/Mori value in business (i.e. Tikanga) |
The report demonstrates critical analysis of differences in financial considerations for Iwi/Mori organisations through: critical analysis of an Iwi/Mori organisations operating environment including: economic and social environment legal environment taxation system accounting standard and reporting system Iwi/Mori value in business (i.e. Tikanga) |
The report does not demonstrate critical analysis of differences in financial considerations for Iwi/Mori organisations through: minimal, or no, critical analysis of an Iwi/Mori organisations operating environment including: economic and social environment legal environment taxation system accounting standard and reporting system Iwi/Mori value in business (i.e. Tikanga) |