Fincb 571 Competency 3 Assessment Rubric

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School

University of Phoenix *

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Course

FINCB/571

Subject

Finance

Date

Jan 9, 2024

Type

docx

Pages

1

Uploaded by Slappy101

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Course Title: Corporate Finance Competency Assessment Title: Financial Plan Total Number of Points: 100 Assignment Directions Prepare a financial plan for the company you selected for your business plan (in OPSCB/574 and MGTCB/574). This financial plan wil be included in your final business plan in your capstone course, STRCB/581 Review the company you chose to work with for your business plan that you will complete for your Integrative Business Capstone. Describe the business, including the type of business. Create the business case: « Determine why funding is needed for the company. « Determine the sources of funding. Consider self-funding, borowing, equity, venture capital, and so on. o Evaluate the requirements of each funding source you determined appropriate. o Analyze the associated risks of each funding source. o Decide which sources are the best ftfor your company based on the requirements of each. Justify your decision. « Estimate the cost of capital for both short-term and long-term funding sources. Research current estimated APRs for your selected sources of funding. Consider creating a table o chart to display this information. Create a profit-and-loss statement for a 3-year period. Project revenue. State any realistic assumptions, such as growth per year, in your projections. Estimate direct costs, including capital, marketing, labor, and supply costs. Cite references to support your assignment. FINCB/57111 Competency 3 Rubric: Competency Assessment Rubric Page2of2 Assignment/Performance Mastery Meets Expectations Not Met Criteria 100% 5% 0% 1. Sources of Funding Determination of sources of Determination of sources of Determination of sources of funding funding such as self-funding funding such as selt-funding such as sel-funding, borrowing (weight 10%) bomowing, equiy, venture capital, | borrowing, equity, venture equty, venture capital, etc. was etc. was comprehensive. capital, etc. was sufficient insuffcient or no attempt was made to determine sources of funding, such as self-funding, borrowing, equity, venture capita, etc 2. Cost of Capital Comprenensively estimated the Partially estimated the cost of Narrowly estimated the cost of : cost of capital including current capital including current APRs for | capital including current APRS for (weight 35%) APRs for selected sources. selected sources. selected sources or no attempt to estimate the cost of capital and current APRS for selected sources. was made. 3. Profit-and-Loss Statement Created a fully complete profit-and- loss statement for a 3-year period Created a mostly complete profit- and-loss statement for a 3-year Created an incomplete profit-and- loss statement for a 3-year period (weight 35%) including revenue projections and | period including revenue including revenue projections and stated assumptions. profectons and stated stated assumptions or no atiempt to assumptions. create a profi-and-ioss statement for a 3.year period including revenue projections and stated assumptions was made 4. irect Costs Comprehensively estimated direct | Partially estmated direct costs. | Namowly estimated direct costs or ey costs o attempt to estimate direct costs was made.
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