Financial Intelligence

PART 1

Case Assignment

The main question of this case is: Why does financial intelligence matter and what does it mean?

Use the background material and do additional research as needed. Write an essay to address the following questions.

  • What are the benefits from some rudimentary knowledge in these areas?
  • How can the understanding of the type of information be helpful if you are not working in finance, accounting, or economics?
  • List ten potential uses of this knowledge in your professional career and a planned career/endeavor.
  • What does financial intelligence mean to you?
  • What is financial statement analysis?

Assignment Expectations

Incorporate responses to the questions above in an organized format. Start with an introduction and end with a conclusion/summary. Use headings and subheadings to organize the essay. Do not forget to include references in APA format. The suggested length is five to seven pages.

PART 2

In an effort to create your own definition of financial intelligence, review background information and perform research as needed to complete the tasks listed below.

Prepare a table showing

  • Definitions for finance, financial accounting, managerial accounting, and managerial economics.
  • Describe how the disciplines are connected.

All information, including explanations, should be presented in the table.

SLP Assignment Expectations

Use Excel to create an easy-to-read table with headings and colors or shading where appropriate. The content is most important, but a professional-looking format matters too. Assume that this table will be part of a formal presentation.

If you do not have a lot of experience with Excel, the site below offers brief and free tutorials.

http://www.auditexcel.co.za/video-tutorials/


 
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