It is a high school activity
BAF3M – CULMINATING: Financial Analysis and Decision Making (20%) You will choose a company that is currently available on a public stock exchange (preferably TSX). You will analyze the company and its financial information and determine whether it would be in your best interest to invest in this company. Project → Report · 8 – 10 pages in length · Typed, double spaced, 12 size font, 1” margins · Proper business report (headings and page numbers) · Background Information · Company founder · Where did it originate · How old the company is · What the company does · Key players in the company · Goal, strategy, and/or target for 2021 · Financial Statements and Numbers · Balance Sheet · Choose 4 accounts · Comment on their balances and what they would suggest · Income Statement · Comment on the Net income/Loss · Choose 3 accounts · Comment on their balances and what they would suggest · Transactions · Provide 4 transactions from the Balance Sheet accounts and explanations for those transactions · Provide 4 transactions from the Income Statement accounts and explanations for those transaction · Final Decision · Sound reasons as to why this would/would not be a wise decision to invest in · Other · Include pictures, charts, and graphs where you see best fit (these should not exceed 4 pages) Presentation · 3 – 5 minutes ⟶ You are convincing me to invest/not invest in this company (PowerPoint + a video) BAF3M – CULMINATING – FINACIAL ANALYSIS AND DECISION MAKING CATEGORIES LEVEL 1 (50 - 59%) LEVEL 2 (60 - 69%) LEVEL 3 (70 - 79%) LEVEL 4 (80 - 100%) THINKING: Details used to support the decision-making process, including financial data (looking at various statements and accounts within them and providing explanations as to the monetary impacts of these accounts) and decision making (provided realistic and valid reasons regarding investment opportunities in the company). Supporting details have limited focus on background information, financial statements, transactions and decision making. Supporting details have some focus on background information, financial statements, transactions and decision making. Multiple supporting details have focus on background information, financial statements, transactions and decision making. Multiple supporting details are thoughtfully chosen and have a high degree of focus on background information, financial statements, transactions and decision making. COMMUNICATION: Use of language conventions (spelling, punctuation, and grammar). Written in business format (headings, page numbers, appropriate font and margins). Persuasive presentation skill; sold the audience in whether to invest in the company Uses language conventions (spelling, punctuation, grammar) with limited success. Limited success in writing in business format (headings, page numbers, appropriate font and margins). Limited success in persuasive presentation skills. Uses language conventions (spelling, punctuation, grammar) with some success. Some success in writing in business format (headings, page numbers, appropriate font and margins). Some success in persuasive presentation skills. Uses language conventions (spelling, punctuation, grammar) with considerable success. Considerable success in writing in business format (headings, page numbers, appropriate font and margins). Considerable success in persuasive presentation skills. Uses language conventions (spelling, punctuation, grammar) with a high degree of success. High success in writing in business format (headings, page numbers, appropriate font and margins). High success in persuasive presentation skills. APPLICATION: Applies proper assessment of business transactions and journalizes transactions. Applies the accounting concepts introduced in this course to discusses how these influence peoples’ decision making. Makes connections between concepts’ meanings and how they exist in the world. Details used to support the research process. Including background information (researched the company and provided details on all the necessary components) and extras (appropriately used pictures, charts, and graphs to aid the explanation of information researched). Applies proper assessment of business transactions and journalizes transactions with a limited degree of effectiveness. Applies the accounting concepts introduced in this course to discusses how these influence peoples’ decision making with a limited degree of effectiveness. Makes connections between concepts’ meanings and how they exist in the world with a limited degree of effectiveness. Supporting details have limited focus on background information and use of extras. Applies proper assessment of business transactions and journalizes transactions with some degree of effectiveness. Applies the accounting concepts introduced in this course to discusses how these influence peoples’ decision making with some degree of effectiveness. Makes connections between concepts’ meanings and how they exist in the world with some degree of effectiveness. Supporting details have some focus on background information and use of extras. Applies proper assessment of business transactions and journalizes transactions with a considerable degree of effectiveness. Applies the accounting concepts introduced in this course to discusses how these influence peoples’ decision making with a considerable degree of effectiveness. Makes connections between concepts’ meanings and how they exist in the world with a considerable degree of effectiveness. Multiple supporting details have focus on background information and use of extras. Applies proper assessment of business transactions and journalizes transactions with a high degree of effectiveness. Applies the accounting concepts introduced in this course to discusses how these influence peoples’ decision making with a high degree of effectiveness. Makes connections between concepts’ meanings and how they exist in the world with a high degree of effectiveness. Multiple supporting details are thoughtfully chosen and have a high degree of focus on background information and use of extras.