Course

Course Summary
Credit Type:
Course
ACE Course Number:
SDCM-0205
Organization:
Location:
Classroom-based
Length:
Self-paced. 16 weeks (48 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Upper-Division Baccalaureate 3 Security Analysis and Portfolio Management or Investment Management
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 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
  • And explain how to integrate various investors' objectives in the investment process
  • Upon completion of the course, the student will be able to define financial assets, financial markets, and the role of financial intermediaries and investment bankers
  • 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

General Course Topics:

  • An overview of investment basics
  • History of investment regulation
  • Asset valuation and financial reporting
  • Debt securities and security analysis
  • Stock markets, bonds and mutual funds
  • Derivative markets, options and swaps
  • Analyzing portfolio performance
  • Investment portfolio theory
  • The investment process
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Lectures
  • Practical Exercises

Methods of Assessment:

  • Examinations
  • Performance Rubrics (Checklists)
  • Quizzes
  • Written Papers

Minimum Passing Score:

70%
Supplemental Materials