METROPOLITAN COMMUNITY COLLEGE
COURSE OUTLINE FORM
COURSE TITLE: Investments
COURSE PREFIX AND NO. FINA 2200 LEC 4.5
LAB 0
CREDIT HOURS 4.5
COURSE DESCRIPTION:
This course presents basic investments concepts such as investment markets and transactions,
investment planning and information, and investment risk and return. The course also explores
the investment environment by examining the role and scope of various investment vehicles
including common stock, fixed-income securities, derivative securities, and mutual funds.
NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.
COURSE PREREQUISITES: None
RATIONALE:
The emergence of new investment vehicles and markets along with the increasing uncertainties
associated with those markets make it imperative that students interested in investments have an
understanding of the basic investment principles covered in this course.
REQUIRED TEXTBOOKS:
Title:
Investments: An Introduction
Edition:
11th
Author:
Mayo
Publisher:
Cengage-Southwestern
Title:
Edition:
Author:
Publisher:
CengageNOW Access Code
10th
Mayo
Cengage-Southwestern
Attached course outline written by:
Reviewed/Revised by:
Lori Lothringer, Ph.D., AFC
David Wilhelm/Lori Lothringer__
Effective quarter of course outline:
Date: 2009
Date: 10/13
14/FA
Dean ____________Daryl Hansen________________________
Daryl Hansen
Date: 4/23/2015
Course Objectives, Topical Unit Outlines, and Unit Objectives must be attached to this form.
COURSE OBJECTIVES/TOPICALUNIT OUTLINE/UNIT OBJECTIVES
TITLE: Investments
PREFIX/NO. FINA 2200
NOTE: You may want to consider including this disclaimer in your syllabi. It has been
reviewed by the college lawyers.
Your instructor in this class will be a teacher and facilitator. Your instructor will help you
gain knowledge in you quest to become an informed and possibly skilled investor. However
your instructor WILL NOT act as a financial or investment counselor or advisor. While
numerous investment techniques and philosophies will be discussed and analyzed in the
course, your instructor will not make specific investment suggestions or offer investment
advice to students. Nothing your instructor may say or do should be interpreted as making an
investment recommendation. Neither your instructor nor the College are or will be
responsible for nay investment decisions you may make during or after the completion of your
attendance in the course. You assume any and all risks regarding any investment decisions
you may make.
COURSE OBJECTIVES:
I.
Analyze the current investment environment.
II.
Review various investment conceptual tools.
III.
Evaluate the basic features of common stock investments and explain how
these vehicles are used in the investment process.
IV.
Evaluate the basic features of fixed-income securities and explain how
these vehicles are used in the investment process.
V.
Compare and contrast the tools and techniques used to manage and
administer a successful investment portfolio.
VI.
Evaluate the basic features of derivative securities and explain how these
vehicles are used in the investment process.
TOPICAL UNIT OUTLINE/UNIT OBJECTIVES:
UNIT I.
Current Investment Environment
A.
Investigate various investment vehicles (explaining specific advantages,
disadvantages, and use of each), and discuss their role in the
investment process.
B.
Describe the purpose and process of establishing an investment plan.
C.
Discuss the function, purpose, and regulation of financial markets,
financial institutions, and the financial services industry.
D.
Discuss specific aspect of business law as it relates to the investment
process (e.g. insider trading, etc.).
E.
Explain the growing importance of the globalization of various markets.
F.
Analyze the availability and value of investment information and discuss
effective utilization of Internet investment resources.
UNIT II.
A.
B.
C.
D.
E.
UNIT III.
A.
B.
C.
D.
E.
F.
UNIT IV.
A.
B.
C.
D.
E.
F.
Important Conceptual Tools
Identify the components of return and discuss various techniques
utilized to measure investment returns.
Isolate various types of risk as they relate to investment alternatives
and explain how these measures of risk are quantified.
Explain the time value of money and utilize time-value calculations to
select among various investment alternatives.
Utilize the capital asset pricing model (CAPM) to estimate return.
Discuss how economic information and concepts should be integrated
with the investment process.
Investing in Common Stocks
Explain the basic features and characteristics of common stock
investments.
Discuss the types and uses of common stock investments.
Explain the analytical dimensions of stock selection including: security
analysis; economic analysis; industry analysis; and fundamental
analysis.
Apply various quantitative stock valuation models and methods when
determining how a stock should be valued.
Explain the role of technical analysis.
Describe the application and reliance on random walk and efficient
markets hypothesizes.
Investing in Fixed-Income Securities
Explain the basic features and characteristics of fixed-income
securities.
Discuss the types and uses of fixed-income securities.
Explain the behavior of market interest rates and the pricing of
bonds.
Utilize various quantitative measures when assessing bond yields and
returns.
Explain the basic features and characteristics of preferred stocks and
convertible securities.
Discuss the types and uses of preferred stocks and convertible
securities.
UNIT V.
A.
B.
C.
D.
E.
F.
UNIT VI.
A.
B.
C.
D.
E.
F.
Portfolio Management
Discuss the principles of portfolio planning including management and
measurement concepts.
Compare and contrast traditional versus modern portfolio theory.
Describe how an individual investor formulates a portfolio plan and
determine the role of a professional portfolio manager.
Describe how an individual investor assesses portfolio performance and
determines when to make portfolio changes.
Explain the application of asset allocation and portfolio diversification in
portfolio management.
Explore various investment strategies as they relate to the investment
process and portfolio management.
The Role of Mutual Funds and Derivative Securities
Discuss the various types and uses of mutual funds explaining basic
features and characteristics.
Explain the basic features and characteristics of put and call options.
Discuss various hedging and options strategies.
Analyze the risk and return potential associated with put and call
options.
Explain the basic features and characteristics of warrants and discuss
how warrants are utilized by investors.
Analyze the risk and return potential associated with warrants.
COURSE OBJECTIVES/ASSESSMENT MEASURES
COURSE OBJECTIVES
Explore the current investment
environment.
Review various investment conceptual
tools.
Describe the basic features of common
stock investments and explain how these
vehicles are used in the investment
process.
Describe the basic features of fixedincome securities and explain how these
vehicles are used in the investment
process.
Explain the tools and techniques used to
manage and administer a successful
investment portfolio.
Describe the basic features of derivative
securities and explain how these vehicles
are used in the investment process.
ASSESSMENT MEASURES
Online Homework Assignments
Investment Case Analysis
Quiz, Tests
Online Homework Assignments
Investment Case Analysis
Quiz, Tests
Online Homework Assignments
Investment Case Analysis
Quiz, Tests
Online Homework Assignments
Investment Case Analysis
Quiz, Tests
Online Homework Assignments
Investment Case Analysis
Quiz, Tests
Online Homework Assignments
Investment Case Analysis
Quiz, Tests
Technology Tool: Students will utilize Internet resources to explore basic
investment information regarding the current economic environment, basic
conceptual tools, common stock investments, fixed income securities, portfolio
management, and derivative securities.
International Dimension: Students will investigate various international investment
issues and topics related to global investing.
Ethical Breadth: Students will explore ethical issues regarding the treatment of
assorted investment issues in various cultures and countries.