LESSON PLAN

TEACHER: Alpha Amor A. Montalbo Month: August

COURSE TITLE: Business Finance Dates:

TOPICS:
Chapter 1 Introduction to Financial Management
Chapter 2 Review of Financial Statement Preparation

SPECIFIC OBJECTIVES: At the end of the periods, all students should be able to:
1. Define
Describefinance
who are responsible for financial management within an organization _x000D_
2.
3. Describe the primary activities of the financial manager
4. Describe the components of financial statements
5. Solve exercises and problems that require financial statements preparation
6. Prepare financial statements

LEARNING ACTIVITIES / PROCEDURES

Week 1 August 1-3

Day 1
* Subject Orientation
* Subject Requirement
* Course Outline
- Activity: Mind-mapping : What is Finance?
- Homework: Read Chapter 1 pg.1-13

Day 2
- Activity: Q and A: Why do we need to study finance?
Explain your answer.
- Discussion: What is Finance?
Reasons to Study Finance
Career in Finance
- Worksheet: True or False I & II pg.9-10
- Homework: Matching Type I pg.10
Read pages 1-13

Week 2 August 6-10

Day 1
- Checking Homework
- Activity: Give me Five: Financial Instruments
- Discussion: The Financial Environment
Finance in other areas
Financial Manager
- Seatwork: Matching Type II and Multiple Choice pg.10-11
- Homework: Internet Exercise pg.13
(answers will be reported orally)

Day 2
- Checking Homework
- Activity: Oral Report (applying the concept learned in the previous discussion)
- Discussion: Giving insight about the activity
- Homework: Read Chapter 2 pg.14-43
Answer Discussion Question nos.1-5 pg. 34
Teacher's Signature
 LESSON PLAN

TEACHER: Alpha Amor A. Montalbo Month: August

COURSE TITLE: Business Finance Dates:

TOPICS:
Chapter 2 Review of Financial Statement Preparation
Chapter 3 Analysis and Interpretation of Financial statement

SPECIFIC OBJECTIVES: At the end of the periods, all students should be able to:
1. Describe the components of financial statements
2. Solve exercises and problems that require financial statements preparation
3. Prepare financial statements
4. Perform vertical and horizontal analyses
5. Identify different financial ratio
6. Compute, analyze and interpret different financial ratios

LEARNING ACTIVITIES / PROCEDURES

Week 3 August 13-17
Day 1
- Checking Homework
- Discussion: Review of Financial Statement Preparation
Accounting cycle
Analyzing business transaction
- Worksheet: Flow chart of Accounting Cycle
- Homework: Read Chapter 2 pg.14-43
Answer True or False nos.I, II, III pg. 35

Day 2
- Checking Homework
- Discussion: Journalizing business transaction
Posting to the ledger
Preparing the Trial Balance
- Seatwork: Problem Solving nos.1-5 pg.37
- Homework: Problem Solving nos.6-10 pg.37

Week 4 August 20-24

Day 1
- Checking homework
- Discussion: Journalizing and posting adjusting journal entries
Preparing the Adjusted Trial Balance
Journalizing and posting closing entries
- Seatwork: Preparing the Post-closing Trial Balance
- Homework: Problem Solving nos.11-15 pg.37
Quiz next meeting Chapter 1-2

Day 2
- Checking homework
- Discussion: Journalizing and posting reversing journal entries
Comparing and Contrasting Financial Statements of Service business
and a Merchandising business
- Quiz
- Homework: Read Chapter 3 pg.44-68
Answer Discussion Question nos.1-10 pg. 62

Teacher's Signature
 LESSON PLAN

TEACHER: Alpha Amor A. Montalbo Month: August-September

COURSE TITLE: Business Finance Dates:

TOPICS:
Chapter 3 Analysis and Interpretation of Financial statement
Chapter 4 Financial Planning, Tools, and Concepts 1 (Budgeting)

SPECIFIC OBJECTIVES: At the end of the periods, all students should be able to:
1. Perform vertical and horizontal analyses
2. Identify different financial ratio
3. Compute, analyze and interpret different financial ratios
4. Identify the role played by financial planning in a business
5. Define budget
6. Identify the advantages offered by preparing a budget
7. Prepare budgets and analyze them

LEARNING ACTIVITIES / PROCEDURES

Week 5 Aug. 27-31

Day 1
- Activity: Checking homework
- Discussion: Opening Case
Horizontal, Percentage, Vertical Analysis
- Worksheet: True or False pg.62
- Homework: Read Chapter 3 pg.44-68
Answer Discussion Question nos.11-15 pg. 62

Day 2
- Activity: Checking homework
- Discussion: Ratio Analysis
Liquidity Ratios Solvency Ratios
Profitability Ratios
- Worksheet: Problem Solving nos. 1-5 pg. 64
- Homework: Problem Solving nos. 6-10 pg. 64-65

Week 6 September 3-7

Day 1
- Activity: Checking homework
- Discussion: Profitability Ratios
Activity Ratio
- Worksheet: Identification , Multiple choice pg. 62-63
- Seatwork Problem Solving nos. 6-10 pg. 65-66
- Homework: Read Chapter 4 pg.70-87
Quiz next meeting Chapter 3-4
Answer Discussion Question nos.1-10 pg. 81

Day 2
- Activity: Checking homework
- Discussion: Opening Case
Financial Process
Profit Planning
Budgets
- Seatwork: True or False I, II pg.81
- Homework: Read Chapter 4 pg.70-87
 Answer Discussion Question nos.11-15 pg. 81

Teacher's Signature
 LESSON PLAN

TEACHER: Alpha Amor A. Montalbo Month: September

COURSE TITLE: Business Finance Dates:

TOPICS:
Chapter 4 Financial Planning, Tools, and Concepts 1 (Budgeting)
Chapter 5 Financial Planning, Tools, and Concepts 2
(Working Capital Management)

SPECIFIC OBJECTIVES: At the end of the periods, all students should be able to:
1. Define budget
2. Identify the advantages offered by preparing a budget
3. Prepare budgets and analyze them
4. Assess the risk-profitability tradeoff involved in working capital management
5. Identify the common compositions of working capital
6. Identify techniques and methods to manage inventories, receivables, cash
and disbursement

LEARNING ACTIVITIES / PROCEDURES

Week 7 September 10-14

Day 1
- Quiz
- Activity: Checking homework
- Discussion: Kinds of Budget
Advantages of Preparing Budget
- Worksheet: Identification, Multiple Choice pg.82
- Homework: Read Chapter 4 pg.70-87
Problem Solving nos. 1-5 pg. 84-85

Day 2
- Activity: Checking homework
- Discussion: Cash Receipts Budget
Cash Disbursements
- Seatwork Problem Solving nos. 6-10 pg. 85-86
- Homework: Read Chapter 5 pg.88-105
Answer Discussion Question nos.1-5 pg. 100

Week 8 September 17-21

Day 1
- Checking Homework
- Activity: Opening Case
- Discussion: Working Capital Management
Tradeoff Between Risk and Profitability
Cash Conversion Cycle
- Worksheet: True or False I, II pg.101
- Homework: Read Chapter 5 pg.88-105
Answer Discussion Question nos.5-10 pg. 100

Day 2
- Activity: Checking homework
- Discussion: Inventory Management
Accounts Receivable Management
- Seatwork: Problem Solving 1-5 pg. 103
- Homework: Read Chapter 5 pg.88-105
 Internet Exercise p. 105

Teacher's Signature
 LESSON PLAN

TEACHER: Alpha Amor A. Montalbo Month: September-October

COURSE TITLE: Business Finance Dates:

TOPICS:

Chapter 5 Financial Planning, Tools, and Concepts 2

(Working Capital Management)

SPECIFIC OBJECTIVES: At the end of the periods, all students should be able to:

1. Assess the risk-profitability tradeoff involved in working capital management

2. Identify the common compositions of working capital
3. Identify techniques and methods to manage inventories, receivables, cash
and disbursement

LEARNING ACTIVITIES / PROCEDURES

Week 9 September 24-28

Day 1

- Activity: Checking homework

- Discussion: Accounts Receivable Management
Managing Cash Receipts and Disbursements
- Seatwork Problem Solving 6-10 pg. 103-104
- Homework: Quiz next meeting Chapter 5

Day 2

- Activity: Discussion Question nos.11-15

- Discussion: Managing Cash Receipts and Disbursements
- Seatwork Identification and multiple Choice pg. 102-103
- Quiz
- Homework: Review Quiz Next meeting (Chapter 1-5)

Week 10 October 1-5

Day 1

- Review Quiz
- Subject Completion
- Homework: Midterm coverage Chapter 1-5

Day 2

- Midterm Assessment
- Subject Completion
- Homework: Midterm coverage Chapter 1-5
Read Chapter 6 pg. 106-119
Teacher's Signature