Course

Course Summary
Credit Type:
Course
ACE ID:
SDCM-0205
Organization's ID:
Finance 304
Organization:
Location:
Online
Length:
48 hours for 16 weeks
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Upper-Division Baccalaureate 3 Fundamentals of Investing
Description

Objective:

The course objective is to focus on the basics of investing, as well as the fundamentals of financial reporting, debt securities, portfolio performance analysis, and the investment process.

Learning Outcomes:

  • Explain equity and debt markets as well as stock and bond market indexes.
  • Examine the mechanics of various securities markets, mutual funds and investment companies.
  • Explain and analyze portfolio theory, including measures of risk.
  • Identify bond characteristics and compute bond prices and yields.
  • Analyze options and futures markets, futures trading and market strategies.
  • Examine investment management practices, emphasizing risk-adjusted rate of return, international investing, and diversification.
  • Explain how to integrate various investors' objectives in the investment process.
  • Define financial assets, financial markets, and the role of financial intermediaries and investment bankers.

General Topics:

  • Overview of Investment Basics
  • History of Investment Regulation
  • Asset Valuation & Financial Reporting
  • Debt Securities & Security Analysis
  • Stock Markets, Bonds & Mutual Funds
  • Derivative Markets, Options & Swaps
  • Analyzing Portfolio Performance
  • Investment Portfolio Theory
  • The Investment Process
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Practical Exercises

Methods of Assessment:

  • Examinations
  • Quizzes
  • Written Papers

Minimum Passing Score:

70%
Supplemental Materials