8 Finance & Optimization
Financial Empowerment: Personal Finance for Indigenous and Non-Indigenous People
Dr. Bettina Schneider (First Nations University of Canada)
2018
Licence: CC BY-NC-SA
Uniquely tailored to Indigenous students’ experiences and histories, Financial Empowerment covers a wide range of topics in financial planning, personal finance, and financial decision-making. Threaded throughout with Indigenous and Canadian content, videos with Elders are also included, offering students their perspectives to enhance the learning experience. Financial Empowerment is designed for a single-semester introduction to financial planning and decision-making, in order to provide first and second-year business students with the necessary financial literacy and skills needed to make sound financial decisions, assess financial risk, and achieve financial success. This textbook attempts to speak to the varied backgrounds, knowledge systems, and experiences of Indigenous and non-Indigenous Canadians by providing Indigenous and non-Indigenous perspectives on personal finance and financial planning using examples and information from the Canadian financial system, economy, and Elders.
Formats: Online, PDF, EPUB, and more.
Suggested for: FNCE 322
Financial Management for Small Businesses: Financial Statements & Present Value Models
Lindon Robison, Steven Hanson, and J. Roy Black (Michigan State University)
2021
Licence: CC BY-NC
This book is for those whose financial management focus is on small businesses. For you, we adapt the traditional financial management themes emphasized in corporate financial management courses to meet the needs of small businesses. We wrote this book to be a catalyst that enables students and managers of small businesses to learn the tools and skill sets that will help them make sound financial management decisions.
Formats: Online, PDF, EPUB
Suggested for: FNCE 323
Financial Strategy for Public Managers
Sharon Kioko and Justin Marlowe
2016
Licence: CC BY
Financial Strategy for Public Managers is a new generation textbook for financial management in the public sector. It offers a thorough, applied, and concise introduction to the essential financial concepts and analytical tools that today’s effective public servants need to know. It starts “at the beginning” and assumes no prior knowledge or experience in financial management. Throughout the text, Kioko and Marlowe emphasize how financial information can and should inform every aspect of public sector strategy, from routine procurement decisions to budget preparation to program design to major new policy initiatives. They draw upon dozens of real-world examples, cases, and applied problems to bring that relationship between information and strategy to life. Unlike other public financial management texts, the authors also integrate foundational principles across the government, non-profit, and “hybrid/for-benefit” sectors. Coverage includes basic principles of accounting and financial reporting, preparing and analyzing financial statements, cost analysis, and the process and politics of budget preparation. The text also includes several large case studies appropriate for class discussion and/or graded assignments.
Formats: Online, PDF, MOBI, EPUB, and more.
Suggested for: FNCE 370
International Finance: Theory and Policy
Saylor Academy
2012
Licence: CC BY-NC-SA
This book discusses national economies and international trade.
Formats: Online
Suggested for: ECON 476
Introduction to Financial Analysis
Kenneth S. Bigel
2022
Licence: CC BY
This Open Textbook is a dynamic guide incorporating the essential skills needed to build a foundation in Financial Analysis. Students and readers will learn how to insightfully read a Financial Statement, utilize key financial ratios in order to derive forward-looking investment-related inferences from the accounting data, engage in elementary forecasting and modeling, master the theory of the Time Value of Money, and learn to price stocks and bonds in an environment in which interest rates constantly change. Ample problems and solutions, and review questions are provided to the student so that s/he can gauge his/her progress. This text will be continually updated in order to provide novel information and enhance students’ experiences.
Format: PDF, eBook
Suggested for: ACCT 355, ACCT 356
Introduction to Logistics
Robert Adzija and Michael Kukhta (Conestoga College)
2022
Licence: CC BY-NC-SA
This OER is an introduction to logistics with a focus on moving and storing products in supply chains. This resource includes interactive components, activities, and links to external resources that will inspire learners to deepen their understanding of logistics in supply chains.
Format: Online
Suggested for: LOSL 559
Liquidity, Markets and Trading in Action
Deniz Ozenbas, Michael S. Pagano, Robert A. Schwartz, and Bruce W. Weber
2022
Licence: CC BY
This open access book addresses four standard business school subjects: microeconomics, macroeconomics, finance and information systems as they relate to trading, liquidity, and market structure. It provides a detailed examination of the impact of trading costs and other impediments of trading that the authors call “frictions”. It also presents an interactive simulation model of equity market trading, TraderEx, that enables students to implement trading decisions in different market scenarios and structures.
Formats: PDF, EPUB
Money and Banking
Robert E. Wright (NYU)
2012
Licence: CC BY-NC-SA
The financial crisis of 2007-8 has already revolutionized institutions, markets, and regulation. Wright’s Money and Banking V 2.0 captures those revolutionary changes and packages them in a way that engages undergraduates enrolled in Money and Banking and Financial Institutions and Markets courses.
Minimal mathematics, accessible language, and a student-oriented tone ease readers into complex subjects like money, interest rates, banking, asymmetric information, financial crises and regulation, monetary policy, monetary theory, and other standard topics. Numerous short cases, called “Stop and Think” boxes, promote internalization over memorization. Exercise drills ensure basic skills competency where appropriate. Short, snappy sections that begin with a framing question enhance readability and encourage assignment completion.
The 2.0 version of this text boasts substantive revisions (additions, deletions, rearrangements) of almost every chapter based on the suggestions of many Money and Banking instructors.
Formats: PDF
Suggested for: FNCE 300
Principles of Finance (OpenStax)
Julie Dahlquist (Texas Christian University), Rainford Knight (Florida Atlantic University), Alan S. Adams (Dean College)
2022
Licence: CC BY
Designed to meet the scope and sequence of your course, Principles of Finance provides a strong foundation in financial applications using an innovative use-case approach to explore their role in business decision-making. An array of financial calculator and downloadable Microsoft Excel data exercises also engage students in experiential learning throughout. With flexible integration of technical instruction and data, this title prepares students for current practice and continual evolution.
Formats: Online, PDF
Suggested for: FNCE 300