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Course Details

 

Course Details

Course Code: FINC615 Course ID: 2734 Credit Hours: 3 Level: Graduate

The course studies financial markets, principally equity markets, from an investment decision-making perspective. The course develops a set of conceptual frameworks and analytical tools and then applies these to particular investments and investment strategies chosen from a fairly broad array of companies, securities, and institutional contexts. The focus is on adding value across the spectrum of decisions ranging from position taking in particular securities, to portfolio risk management, and to the delegation to and oversight of professional investment managers. In conjunction, the course explores the competitive dynamics among investment organizations, products, and markets.

Course Schedule

Registration Dates Course Dates Start Month Session Weeks
05/21/2022 - 11/04/2022 11/07/2022 - 01/01/2023 November Fall 2022 Session I 8 Week session
06/28/2022 - 12/02/2022 12/05/2022 - 01/29/2023 December Fall 2022 Session D 8 Week session
07/25/2022 - 12/30/2022 01/02/2023 - 02/26/2023 January Winter 2023 Session B 8 Week session
08/29/2022 - 02/03/2023 02/06/2023 - 04/02/2023 February Winter 2023 Session I 8 Week session
09/26/2022 - 03/03/2023 03/06/2023 - 04/30/2023 March Winter 2023 Session D 8 Week session

Current Syllabi

After successfully completing this course, you will be able to:

  • CO1. Discuss the key considerations in setting investment objectives and develop analytical skills that guide you to securities and assets most appropriate for a given portfolio.
  • CO2. Analyze and evaluate equity securities through examination of economic activity, industry analysis financial statement analysis and individual firm valuation.
  • CO3. Debate issues in efficient markets considering technical analysis and efficient markets and anomalies.
  • CO4. Analyze and explain fixed-income and leveraged securities including bond valuation, duration and reinvestment concepts, and convertible securities and warrants.
  • CO5. Define, classify and appraise derivative products: put and call options, commodities and financial futures, stock index futures, and options.
  • CO6. Explore and assess mutual funds, international security markets, and investments in real estate with a view toward broadening the investment perspective.
  • CO7. Test portfolio management and capital market theories through risk and return analysis from the perspective of the portfolio manager.

Method of Assessment

A. Tests & Paper

There will be two (2) tests in the course, a midterm and a final given in modules four and eight respectively. The tests in this class will consist of multiple choice questions and/or short answer problems. Tests will be three hours long and focus on the material covered in the course. It is the student’s responsibility to notify the instructor regarding any schedule changes or non- disability related accommodations. The course will have a comprehensive paper that will measure student understanding of the course objectives along with research and writing skills. Please refer to the APA Manual 6th edition for the format of the paper.

B. Assignments:

Course assignments will be given using multimedia software (e.g. MyLabsPlus, Connect, etc.). These assignments will be a series of quizzes consisting of exercises, problems, and simulations. Assignments will have a specific due date with specific instructions. Late assignments will be subject to the university’s Late Work/Make-up Policy detailed in the student handbook. Please be advised the instructor reserves the right to implement their own late assignment policy.

C. Homework:

Throughout the term, homework will be given in several modules to test student understanding of the material. Homework will be given using multimedia software (e.g. MyLabsPlus, Connect, etc.) and consist of questions, problems, or simulations. Please be advised the instructor reserves the right to implement their own late assignment policy.

D. Discussion Forums:

Participation in the discussion forums is an essential component of the final grade. All students are expected to engage in lively discussions and answer instructor follow-up questions. The quality of participations along with student netiquette will be a part of the grade.

Assessment of the Course Objectives

Course Objectives

Assessment Methods

1 - 7

Test question, paper, assignment, discussion, and homework

The following distribution will be used in assigning grades (decimal points will be rounded to the nearest whole number at semester’s end).

Grade

Quality Points/Grading Percent

A

4.0/ 100 – 94

A-

3.67/ 93 – 90

B+

3.33/ 89 – 87

B

3.0/ 86 – 84

B-

2.67/ 83 –80

C

2.33/ 79 – 75

F

0.0/ 74 – 0

NameGrade %
Discussions 10.00 %
Week 4: Discussion 5.00 %
Week 8: Discussion 5.00 %
Homework 30.00 %
Week 1 Homework 7.50 %
Week 2 Homework 7.50 %
Week 5 Homework 7.50 %
Week 6 Homework 7.50 %
Assignment 20.00 %
Week 3 Assignment 10.00 %
Week 7 Research Paper 10.00 %
Tests 40.00 %
Final 20.00 %
Midterm 20.00 %

After successfully completing this course, you will be able to:

  • CO1. Discuss the key considerations in setting investment objectives and develop analytical skills that guide you to securities and assets most appropriate for a given portfolio.
  • CO2. Analyze and evaluate equity securities through examination of economic activity, industry analysis financial statement analysis and individual firm valuation.
  • CO3. Debate issues in efficient markets considering technical analysis and efficient markets and anomalies.
  • CO4. Analyze and explain fixed-income and leveraged securities including bond valuation, duration and reinvestment concepts, and convertible securities and warrants.
  • CO5. Define, classify and appraise derivative products: put and call options, commodities and financial futures, stock index futures, and options.
  • CO6. Explore and assess mutual funds, international security markets, and investments in real estate with a view toward broadening the investment perspective.
  • CO7. Test portfolio management and capital market theories through risk and return analysis from the perspective of the portfolio manager.
Book Title:Fundamentals of Investing, 14th ed.
ISBN:9780135179307
Publication Info:Pearson
Author:Scott Smart; Chad J. Zutter
Unit Cost:$59.99
Electronic ISBN:9780134897790R180
Electronic Unit Cost:$59.99
 

Previous Syllabi

Not current for future courses.