Equity and Debt
Examine the structure and activities in your organization and
identify two projects or events that required an investment. One should
be a ‘current project’ and the other long-term investment project.
For each project or event, identify the preferable source of funding.
You may not have access to the actual source of funding so limit your
paper to the source YOU feel is most appropriate. Then explain why you
feel that source is most appropriate.
This is a Signature Assignment for FIN301 Module 5 SLP.
There are 2 specific learning outcomes: 1) apply business theories,
models, and concepts to guide analysis of problems and situations and 2)
utilize data driven analysis in making business decisions.
In this SLP assignment for Module 5 our emphasis will be on
understanding the preferable source of funding. You will be summarizing
all of what you learned the in the Cases, SLPs and TDs.
The grading rubric below has been developed to measure student
success in meeting the FIN301 Module 5 SLP expectations related to
applying your knowledge of the source of funding on making business
Demonstrates the ability to explain content logically, concisely, and
in an appropriate manner to understanding of the source of funding.
There is no logical sequence of information. Wording is rambling and unfocused.
Paper does not follow a logical sequence.
Paper follows a logical sequence. There are some minor problems with sub-classification and/or results are not clear.
Paper follows a logical sequence with a correct computation and
results. Each activity relates to others in a carefully organized
Demonstrates the ability to support a central point or viewpoint throughout the paper.
Insufficient elaboration and/or support (e.g., computation, each source) in the paper.
Limited elaboration and/or support in the paper.
Support with some specific details and elaboration in the paper.
Support through both specific details and elaboration apparent in the paper.
Demonstrates the ability to analyze the source of funding and compare equity with debt.
The purpose is not identified, is unclear, or inappropriate in the paper.
Purpose is occasionally unclear in the paper.
Clear purpose, but not consistently sustained throughout the paper.
Clear purpose sustained throughout the paper.
Demonstrates the ability to gather and sort financial information and data on a particular investment activity.
Does not have a grasp of information and appropriate data. Topic is
poorly created. Supporting explanations are absent or vague. Trite ideas
and/or unclear wording reflect a lack of understanding of topic.
Seems uncomfortable with information and data. Topic is evident but with little or no elaboration.
Seems comfortable with the financial information and data. Topic is evident with some supporting details.
Demonstrates full knowledge of the topic with explanation and
elaboration. The topic is well developed, effectively supported, and
appropriate for the assignment. Critical thinking is clearly and
creatively expressed. Data choices are well thought out.
Demonstrates the ability to use appropriate word choice and grammar in the paper.
There are many sentences with grammatical errors. Some sentences are
incomplete/halting, and/or vocabulary is somewhat limited or
There are a few sentences that are complete and grammatical. Word choice is not always appropriate for presentation.
Sentences are generally complete and grammatical, and they flow
together easily. With a few exceptions, words are chosen for their
All sentences are complete and grammatical, and they flow together
easily. Words are chosen for their precise meaning. Word choice
illustrates grasp of content and enhances explanation.
Demonstrates the ability to make an effective explanation outline that is free from bias.
Words chosen for an explanation are inappropriate and exhibits bias. Some readers may be confused.
Words chosen for the paper are free from bias with one or two minor exceptions.
Words have no apparent bias. There is some inappropriate explanation.
Words and explanation are completely free from bias.
SLP Assignment Expectations
•Identify two projects or events that required an investment.
•Identify the preferable source of funding and explain why you feel that source is most appropriate.
•Write 2-4 pages, showing computations and discussing the results.
•List supporting references and cite sources.
•Use appropriate writing style (organization, grammar, & spelling – see Writing Guidelines).