FINCB/571 (3)

Copyright 2021 by University of Phoenix. All rights reserved.

FINCB/571 Competency 3 Assessment and Rubric

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 will 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, borrowing, 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 fit for 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 or 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/571v1 Competency 3 Rubric Page 2 of 2

Copyright 2021 by University of Phoenix. All rights reserved.

Competency Assessment Rubric

Assignment/Performance
Criteria

Mastery
100%

Meets Expectations
85%

Not Met
0%

1. Sources of Funding

(weight 10%)

Determination of sources of
funding such as self-funding,
borrowing, equity, venture capital,
etc. was comprehensive.

Determination of sources of
funding such as self-funding,
borrowing, equity, venture
capital, etc. was sufficient.

Determination of sources of funding
such as self-funding, borrowing,
equity, venture capital, etc. was
insufficient or no attempt was made
to determine sources of funding,
such as self-funding, borrowing,
equity, venture capital, etc.

2. Cost of Capital

(weight 35%)

Comprehensively estimated the
cost of capital including current
APRs for selected sources.

Partially estimated the cost of
capital including current APRs for
selected sources.

Narrowly estimated the cost of
capital including current APRs for
selected sources or no attempt to
estimate the cost of capital and
current APRs for selected sources
was made.

3. Profit-and-Loss Statement

(weight 35%)

Created a fully complete profit-and-
loss statement for a 3-year period
including revenue projections and
stated assumptions.

Created a mostly complete profit-
and-loss statement for a 3-year
period including revenue
projections and stated
assumptions.

Created an incomplete profit-and-
loss statement for a 3-year period
including revenue projections and
stated assumptions or no attempt to
create a profit-and-loss statement
for a 3-year period including
revenue projections and stated
assumptions was made.

4. Direct Costs

(weight 20%)

Comprehensively estimated direct
costs.

Partially estimated direct costs. Narrowly estimated direct costs or
no attempt to estimate direct costs
was made.