Course

Course Summary
Credit Type:
Course
ACE ID:
YRUP-0020
Organization's ID:
FIN 203
Organization:
Location:
Hybrid
Length:
7 weeks (37 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 3 principles of investment
Description

Objective:

The course objective is to investigate a public company and interpret their stock information; argue for why an issuer would decide to raise money through stocks vs. bonds and why an investor would decide to invest in stocks instead of bonds; explain the benefits of being a stockholder and how payment is administered; predict the impact of an increase in the federal funds interest rate on unemployment, inflation, other interest rates and secondary market bond prices; research a mutual fund's asset allocation, expense ratio, and portfolio turnover rate to inform determine whether the mutual fund is a good investment; and calculate the NVV for a stock fund, mixed stock fund, and bond fund.

Learning Outcomes:

  • distinguish the functions of market regulators, factors, and exchanges
  • differentiate the roles of participants in investment arena: traders, portfolio managers, analysts, hedge fund, managers, custodians, and the SEC
  • weigh the principles of the variety of financial products and the factors that change their value
  • explain the importance of business ethics
  • classify the role of the Federal Reserve and credit markets

General Topics:

  • Capital markets
  • Risk and return
  • Stocks
  • Time value of money
  • Primary and secondary bond markets
  • Federal Reserve and interest rates
  • Mutual funds
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Classroom Exercise
  • Computer Based Training
  • Discussion
  • Laboratory
  • Learner Presentations
  • Lectures
  • Practical Exercises

Methods of Assessment:

  • Case Studies
  • Examinations
  • Performance Rubrics (Checklists)
  • Presentations
  • Quizzes
  • Written Papers

Minimum Passing Score:

70%
Supplemental Materials