FINC 5210: Investments
Principles and methods of investing in securities of business and government. This course is a study of practical management of portfolios containing both fixed-income and equity investments. The course will examine the issues in and the procedures for security analysis and a brief introduction to portfolio management. The emphasis is on the application of analytical techniques for individual investors.
FINC 5000. As for all internet courses, the student must be disciplined and self-motivated.
Course Level Learning Outcomes
|1. Students can calculate the value of fixed income securities||Students can compute yield-to-maturity given current bond information. Students can also compute yield to call and realized compound yields.|
|2. Students can calculate the value of equity securities||Students can compute the value of equity securities using both the earnings multiplier model and the dividend valuation approach.|
|3. Students are able to discuss market functioning and the role efficient markets play in security valuation||Students can explain whether or not observed return patterns violate market efficiency and, if so, which type of market efficiency is violated.|
|4. Students can evaluate credit and interest rate risk||Students can compute duration and establish strategies for reducing risk using duration matching.|
|5. Students demonstrate understanding of equity valuation including the examination of economic indicators and industry-level data for a firm.||Students can prepare an individually- written case analysis on a publicly-traded company of their choosing. This analysis requires students to estimate the value of equity using fundamental valuation and considering the impact of market and industry conditions.|
|6. Students can research securities and to make actual trades using a stock simulation package.||Students can justify stock selections using information gathered from commonly used investment data sources. Trades will take place in a trading simulation package, such as StockTrak.|
Please go to MBS Direct to find the appropriate textbooks for this course.
Please be aware when purchasing your textbooks that the International versions of the text may differ from the Domestic (North American) version required for your course.Click here for more information about textbooks for online courses..
The course will be concluded entirely online. Students are expected to participate in all course activities as assigned by the instructor. Course activities may include discussions, weekly assignments, quizes, case studies, and learner assessments. However, individual instructors may incorporate other activities into the course materials.
The GRADUATE catalog provides these guidelines adn grading options:
|A/A–||Superior graduate work|
|B+/B/B–||Satisfactory graduate work|
|C||Work that is barely adequate as graduate-level performance|
|CR||Work that is performed as satisfactory graduate work (B– or better). A grade of “CR” is reserved for courses designated by a department, involving internships, a thesis, practicums, or specified courses.|
|NC||Unsatisfactory graduate work (School of Education only)|
|F*||Work that is unsatisfactory *The School of Education (MAT, MA and EdS) does not utilize the “F” Grade.|
|ZF||An incomplete which was not completed within one year of the end of the course. ZF is treated the same as an F or NC for all cases involving GPA, academic warning, probation, and dismissal.|
|W||Withdrawn from the course|
A student in the School of Education may choose to receive Credit/No Credit, rather than a letter grade, by completing a grade choice form by the second week of classes. Education students must complete 33 credit hours with a B average or the equivalent.
Grades are available on the Internet to all students at the end of each scheduled term. (A hard copy is available upon request and may be requested online via the Academic Services Channel within Connections.)
University policies are provided in the current course catalog and course schedules. They are also available on the university website. This class is governed by the university’s published policies. The following policies are of particular interest:Academic Honesty
The university is committed to high standards of academic honesty. Students will be held responsible for violations of these standards. Please refer to the university’s academic honesty policies for a definition of academic dishonesty and potential disciplinary actions associated with it.Drops and Withdrawals
Please be aware that, should you choose to drop or withdraw from this course, the date on which you notify the university of your decision will determine the amount of tuition refund you receive. Please refer to the university policies on drops and withdrawals (published elsewhere) to find out what the deadlines are for dropping a course with a full refund and for withdrawing from a course with a partial refund.Special Services
If you have registered as a student with a documented disability at the Academic Resource Center (ARC) and are entitled to classroom or testing accommodations, please verify with your instructor at the beginning of the class that the instructor has received your accommodations letter from the ARC. If you have a disability and need academic accommodations but have not been documented with the ARC, please contact Barbara Stewart at (314)-968-7495 or email@example.com
Since every student is entitled to full participation in class without interruption, disruption of class by inconsiderate behavior is not acceptable. Students are expected to treat the instructor and other students with dignity and respect, especially in cases where a diversity of opinion arises. Students who engage in disruptive behavior are subject to disciplinary action, including removal from the course.Student Assignments Retained
From time to time, student assignments or projects will be retained by The Department for the purpose of academic assessment. In every case, should the assignment or project be shared outside the academic Department, the student's name and all identifying information about that student will be redacted from the assignment or project.Contact Hours for this Course
It is essential that all classes meet for the full instructional time as scheduled. A class cannot be shortened in length. If a class session is cancelled for any reason, it must be rescheduled.