Course

Course Summary
Credit Type:
Course
ACE Course Number:
SDCM-0204
Organization:
Location:
Classroom-based
Length:
Self-paced. 16 weeks (48 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Upper-Division Baccalaureate 3 Financial Institutions and Markets or Finance
Description

Objective:

The course objective is to present the financial institutions and markets, touching on topics such as foundations of financial investments, the Federal Reserve System, interest rates, equity ownership, financial statement analysis, risk management, and financial regulations.

Learning Outcomes:

  • Analyze the purposes and roles of various types of financial institutions within investment markets and domestic and global economies
  • Analyze the efficiency of capital and investment markets
  • Evaluate the impact of Federal Reserve monetary policies and other government regulations on global financial markets
  • Apply common financial formulas to calculate interest rates, securities pricing and yields, and rates of return on investment
  • Upon completion of the course, the student will be able to explain the structure, function, and policymaking functions of the Federal Reserve System
  • Compare the basic features of stocks, bonds, mutual funds, and debt instruments as investment vehicles
  • Evaluate risk exposure in a portfolio using mathematical calculations and gap management
  • And analyze ethical and legal dilemmas in the financial industry in accordance with current regulations

General Course Topics:

  • Foundations of finance and investment
  • The Federal Reserve system and financial institutions
  • Interest rates, rate changes, and risk structure
  • Understanding financial markets
  • Basics of financial investments
  • Equity ownership and risk exposure
  • Calculating prices and yields
  • Principles of financial statement analysis
  • Financial risk management and mitigation
  • Financial regulation and ethics
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Learner Presentations
  • Practical Exercises

Methods of Assessment:

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

Minimum Passing Score:

70%
Supplemental Materials