Course

Course Summary
Credit Type:
Course
ACE ID:
ICS-0128
Organization's ID:
FIN305
Organization:
Location:
Online
Length:
52 weeks
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Upper-Division Baccalaureate 3 Fundamentals Of Investments
Description

Objective:

The course objective is to provide an understanding of the steps in making investment decisions, the nature of securities and markets, how technical analysis is performed, and how to set up a portfolio.

Learning Outcomes:

  • Outline the basic concepts of risk and return, how to invest, and the types of investments and investment managers
  • Summarize how stock markets function and behave, how investors choose investments, and how stocks are given value
  • Identify how to form a diversified portfolio and how to evaluate the portfolio's performance
  • Differentiate futures and options and the investment strategies built on each
  • Explain how investors use option valuation, financial statements, credit ratings, and economic indicators to make investment decisions
  • Calculate various interest rates, bond values, and yields using a number of analysis formulas

General Topics:

  • Introduction to investments, stock markets, interest rates and bond valuation, portfolio management, futures and options, and topics in investments
Instruction & Assessment

Instructional Strategies:

  • Discussion

Methods of Assessment:

  • Examinations
  • Quizzes
  • Written Papers

Minimum Passing Score:

70%
Supplemental Materials

Other offerings from Penn Foster College

(ICS-0044)
(ICS-0208)
(ICS-0160)
(ICS-0240)