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Advanced Financial Analysis 
Advanced Financial Analysis
Evaluate student proficiency in applying the principles of finance for cases and projects.
Rubric Code: S5X3CC
By lourdes_pena
Ready to use
Public Rubric
Subject: Finance  
Type: Project  
Grade Levels: (none)

Powered by iRubric Finance
  Unacceptable

1 pts

Acceptable

5 pts

Exceptional

10 pts

Quantitative problems
20 %
i.

Work applies
principles of finance
correctly to
quantitative analysis.
Unacceptable

Frequent errors or unacceptable
mistakes indicative of a lack of
understanding of core principle(s).
Acceptable

Some errors, but demonstrates
understanding of principles.
Exceptional

No major errors and any minor
errors do not violate principles.
Conceptual problems
20 %
i.

Work applies
principles of finance
correctly in discussing
results, conclusions,
and/or
recommendations.
Unacceptable

Write-up/Discussion reflects lack
of basic understanding of
principles.
Acceptable

Write-up/discussion reflects basic
understanding, but not deep
understanding of principals.
Exceptional

Write-up/discussion reflects a deep
understanding of principals.
Financial technology
20 %
i.

Work uses appropriate
financial technology to gather information and conduct financial analysis.
Unacceptable

Spreadsheet, data sources, and/or
financial software is misused or
used inappropriately.
Acceptable

Spreadsheet, data sources, and/or
financial software used
appropriately, but not masterfully.
Exceptional

Spreadsheet, data sources, and/or
financial software used
masterfully.
Analyze business situations
20 %
i.

Work demonstrates
ability to synthesize
complex business
situations down to key
issues.
Unacceptable

Focuses on tangential rather than
key issues.
Acceptable

Focuses on key issues but spends
too much time on some tangential
issues.
Exceptional

Focuses on key issues and avoids
or dismisses tangential issues
ii.

Analysis is sufficient
to reach reasonable
conclusions and
recommendations.
Unacceptable

Quantitative and qualitative
analysis too simplistic or
convoluted.
Acceptable

Quantitative and qualitative
analysis is adequate to make
reasonable conclusions and/or
recommendations.
Exceptional

Quantitative and qualitative
analysis persuasively supports the
recommendations and conclusions.
iii.

Work makes
convincing
recommendations and
draws sound
conclusions.
Unacceptable

Conclusions and recommendations
are wrong or implausible.
Acceptable

Conclusions and recommendations
are reasonable and believable.
Exceptional

Conclusions and recommendations
are convincing.
Communicate financial analysis
20 %
i.

Summary demonstrates
ability to clearly and
accurately
communicate complex
financial analysis.
Unacceptable

Frequently misuses terms,
misinterprets findings, and/or
miscommunicates methods.
Grammar and spelling errors are
commonplace.
Acceptable

Makes a few minor errors in using
terms, interpreting findings, and/or
communicating methods.
Contains a number of grammar
and spelling errors.
Exceptional

Uses terms correctly. Clearly and
accurately interprets findings and
communicates methods. Contains
few or no grammar and/or spelling
errors.
ii.

Oral presentation
demonstrates ability to
clearly and accurately
communicate complex
financial analysis.
Unacceptable

Frequently misuses terms,
misinterprets findings, and/or
miscommunicates methods.
Acceptable

Makes a few minor errors in using
terms, interpreting findings, and/or
communicating methods.
Exceptional

Uses terms correctly. Clearly and
accurately interprets findings and
communicates methods.




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