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CIMA CIMAPRA19-F03-1 Exam Syllabus Topics:

SectionWeightObjectives
Business Valuation20%- Pricing and negotiation
  • 1. Post-transaction value creation
    • 2. Determining offer price and terms
      - Valuation concepts and purposes
      • 1. Valuation for mergers, acquisitions, and disposals
        • 2. Valuation for listing or equity issuance
          - Valuation methods
          • 1. Asset-based, earnings-based, cash flow-based
            • 2. Relative valuation and market multiples
              Financial Policy Decisions15%- Strategic financial objectives and governance
              • 1. Role of financial strategy in overall corporate strategy
                • 2. Agency theory and stakeholder interests
                  - Dividend and distribution policy
                  • 1. Theories of dividend relevance
                    • 2. Practical considerations and constraints
                      Sources of Long-Term Finance25%- Optimal capital structure
                      • 1. Practical determinants of capital structure
                        • 2. Impact of gearing on risk and return
                          - Debt and hybrid finance
                          • 1. Types of debt, terms, and covenants
                            • 2. Leasing, convertibles, and warrants
                              - Equity finance
                              • 1. Cost of equity and capital structure theories
                                • 2. Types of equity and issue methods
                                  Financial Risk Management15%- Types and sources of financial risk
                                  • 1. Credit and liquidity risk
                                    • 2. Interest rate, foreign exchange, commodity risk
                                      - Risk measurement and assessment
                                      • 1. Value-at-Risk, duration, gap analysis
                                        - Risk mitigation and hedging strategies
                                        • 1. Use of derivatives: forwards, futures, swaps, options
                                          • 2. Internal controls and risk policy frameworks
                                            Investment Appraisal and Decisions25%- Risk analysis in investment decisions
                                            • 1. Sensitivity, scenario, and simulation analysis
                                              • 2. Cost of capital estimation and adjustment
                                                - Advanced investment appraisal techniques
                                                • 1. Adjusted present value and real options
                                                  • 2. Discounted cash flow, NPV, IRR, MIRR

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                                                    CIMA F3 Financial Strategy Sample Questions (Q64-Q69):

                                                    NEW QUESTION # 64
                                                    ZZZ wishes to borrow at a floating rate and has been told that it can use swaps to reduce the effective interest rate it pays. ZZZ can borrow floating at the risk-free rate + 1, and fixed at 10%.
                                                    Which of the following companies would be the most appropriate for ZZZ to enter into a swap with?

                                                    Answer: C

                                                    Explanation:
                                                    Against DDA
                                                    Fixed: ZZZ 10% vs DDA 10.5% # ZZZ cheaper by 0.5%
                                                    Floating: ZZZ rf+1 vs DDA rf+1.5 # ZZZ cheaper by 0.5%
                                                    ZZZ is better in both markets by the same margin # no comparative advantage, little reason for DDA to swap.
                                                    Against CCA
                                                    Fixed: ZZZ 10% vs CCA 9% # CCA cheaper by 1%
                                                    Floating: ZZZ rf+1 vs CCA rf+0.5 # CCA cheaper by 0.5%
                                                    CCA is cheaper in both, and also the one with greater advantage is fixed. There's no natural "ZZZ better at one, CCA better at the other" pairing.
                                                    Against BBA #
                                                    Fixed: ZZZ 10% vs BBA 12% # ZZZ cheaper in fixed by 2%
                                                    Floating: ZZZ rf+1 vs BBA rf+0.25 # BBA cheaper in floating by 0.75%
                                                    So ZZZ has an advantage in fixed, BBA has an advantage in floating.
                                                    ZZZ wants floating, so it can:
                                                    Borrow fixed at 10% (where it is strong),
                                                    Enter a swap with BBA (who wants fixed but is strong in floating),
                                                    End up with an effective floating rate below rf+1.
                                                    Against AAB
                                                    Fixed: ZZZ 10% vs AAB 9.5% # AAB cheaper by 0.5%
                                                    Floating: ZZZ rf+1 vs AAB rf+0.75 # AAB cheaper by 0.25%
                                                    AAB is cheaper in both; no obvious mutual gain.
                                                    So the classical swap pairing is ZZZ with BBA # Option C.


                                                    NEW QUESTION # 65
                                                    ART manufactures traditional scooters. It has an equity beta of 1.4 and is financed entirely by equity. It plans to continue to be all-equity financed in future.
                                                    It is considering producing a range of electric scooters
                                                    GGG is a comparable quoted electric scooter manufacturer GGG has an equity beta of 2 4 reflecting its high level of gearing (the ratio of debt to equity is VI using market values).
                                                    The risk-free rate is 5%, and the market premium is 6%. The rate of corporation tax is 20% What is the recommended discount rate that ART should use to assess the project to manufacture electric scooters?

                                                    Answer:

                                                    Explanation:
                                                    9%


                                                    NEW QUESTION # 66
                                                    A company is considering a divestment via either a management buyout (MBO) or sale to a private equity purchaser. Which of the following is an argument in favour of the MBO from the viewpoint of the original company?

                                                    Answer: D


                                                    NEW QUESTION # 67
                                                    A company plans to cut its dividend but is concerned that the share price will fall. This demonstrates the
                                                    _____________ effect

                                                    Answer:

                                                    Explanation:
                                                    clientele


                                                    NEW QUESTION # 68
                                                    A listed company is planning to raise $21.6 million to finance a new project with a positive net present value of $5 million. The finance is to be raised via a rights issue at a 10% discount to the current share price. There are currently 100 million shares in issue, trading at $2.00 each.
                                                    Taking the new project into account, what would the theoretical ex-rights price be?
                                                    Give your answer to two decimal places.

                                                    Answer:

                                                    Explanation:
                                                    $ ?
                                                    2.02, 2.03
                                                    Explanation:
                                                    In CIMA F3, rights issues and post-issue valuation are taught under the learning outcomes relating to financing decisions, equity issuance, and shareholder value analysis. The Theoretical Ex-Rights Price (TERP) represents the price a share should trade at immediately after the rights issue when the "value dilution" and
                                                    "value added" of the project are taken into account.
                                                    According to the financial strategy principles taught in F3, the TERP is calculated by adding:
                                                    The current market value of equity,
                                                    The cash raised from the rights issue, and
                                                    The net present value (NPV) of the investment project,
                                                    then dividing by the total number of shares after the issue. This reflects the CIMA F3 view that share prices should adjust to reflect both new financing inflows and future economic benefits associated with positive- NPV projects.
                                                    Step-by-step application of the F3 method
                                                    (1) Current shareholders' equity value:
                                                    (2) Rights issue price:
                                                    Rights issued at a 10% discount:
                                                    (3) Number of new shares issued:
                                                    (4) Total shares after issue:
                                                    (5) Total value after issue and project:
                                                    Add value of cash raised and NPV:
                                                    (6) TERP formula:
                                                    Rounded to two decimal places:
                                                    This calculation follows the CIMA F3 principle that positive-NPV projects increase shareholder wealth, and therefore must be added to the total post-issue company valuation before dividing by the enlarged share capital.


                                                    NEW QUESTION # 69
                                                    ......

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