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FI 417 Investment Analysis & Management
Van Auken, Howard E.


Mission Statement: The mission of Park University, an entrepreneurial institution of learning, is to provide access to academic excellence, which will prepare learners to think critically, communicate effectively and engage in lifelong learning while serving a global community.

Vision Statement: Park University will be a renowned international leader in providing innovative educational opportunities for learners within the global society.

Course

FI 417 Investment Analysis & Management

Semester

F2T 2008 DL

Faculty

Van Auken, Howard E.

Title

Adjunct Faculty

Degrees/Certificates

BS in Microbiology
MBA
PhD in FInance

E-Mail

howard.vanauken@park.edu

vanauken@iastate.edu

Class Days

TBA

Class Time

TBA

Credit Hours

3


Textbook:

Investments, 7th edition by F. Reilly and E. Norton (Thompson Southwestern Publishers; ISBN: 0-324-28899-9)
 
 

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:

 

McAfee Memorial Library - Online information, links, electronic databases and the Online catalog. Contact the library for further assistance via email or at 800-270-4347.
Career Counseling - The Career Development Center (CDC) provides services for all stages of career development.  The mission of the CDC is to provide the career planning tools to ensure a lifetime of career success.
Park Helpdesk - If you have forgotten your OPEN ID or Password, or need assistance with your PirateMail account, please email helpdesk@park.edu or call 800-927-3024
Resources for Current Students - A great place to look for all kinds of information http://www.park.edu/Current/.
Advising - Park University would like to assist you in achieving your educational goals. Please contact your Campus Center for advising or enrollment adjustment information.
Online Classroom Technical Support - For technical assistance with the Online classroom, email helpdesk@parkonline.org or call the helpdesk at 866-301-PARK (7275). To see the technical requirements for Online courses, please visit the http://parkonline.org website, and click on the "Technical Requirements" link, and click on "BROWSER Test" to see if your system is ready.
FAQ's for Online Students - You might find the answer to your questions here.


Course Description:
A study of investment alternatives, selection criteria, and portfolio management. Emphasis is placed on economic, financial, and market factors which affect the values of alternative investments, while studying risk management associated with investment management. Prerequisite: FI360 or permission of the instructor. 3:0:3

Learning Outcomes:
  Core Learning Outcomes

  1. Perform research on securities.
  2. Define the theoretical and practical application of investing in portfolios.
  3. Define the workings of investment funds and securities markets.
  4. Explain the relationship between current events and investments.


Core Assessment:

Class Assessment:
Each student is responsible for completing:
*Weekly reading assignments
*Weekly discussion questions- (DQs) based on the assigned readings
*Weekly problem solving
*Portfolio Project
*Proctored comprehensive final exam

 

Grading Scale

 

A = 90- 100%

310 -261 pts

B = 80-89%

261-232 pts

C = 70-79%

231-203 pts

D = 60-69%

202-174 pts

F = < 60%

<174 pts

Grading:

Grading:
 

Weekly Discussion Questions
 70 points (10 points/week)
Weekly Problems

 70 points (10 points/week)
Portfolio Updates

 40 points (5 points/week)
Portfolio Performance
 10 points total
Final Exam
 100 points total
Self Check Quizzes
 Non graded
Total            
300 points

All final exams in all School of Business and Management courses will be comprehensive and will be closed book and closed notes.  They will constitute 30% of the total course grade and will not be a take-home exam.  They will be completed during the test week in the period designated by the registrar or by the Proctor in the case online courses. 

The course grade for students will be based on the overall average of homework and tests taken during the course in accordance with the weighting of the various requirements as stated in the syllabus.

All final exams in all School of Business and Management courses will be comprehensive and will be closed book and closed notes. They will constitute 30% of the total course grade and will not be a take-home exam. They will be completed during the test week in the period designated by the registrar or by the Proctor in the case online courses. If calculators are allowed, they will not be multifunctional electronic devices that include features such as: phones, cameras, instant messaging, pagers, and so forth. Electronic Computers will not be allowed on final exams unless an exception is made by the Dean of the School of Business and Management.

Late Submission of Course Materials:
Check with instructor

Classroom Rules of Conduct:
All students to conduct themselves in a respectful and pleasant manner in a way that promotes learning.

Course Topic/Dates/Assignments:
Course Topic/Dates/Assignments:

Week 1
Investment Setting and Environment.
Complete weekly end of chapter discussion question,
Complete weekly problem assignment.
Self check quiz.

Week 2
Investment setting and Environment continued.
Complete weekly end of chapter discussion question.
Complete weekly problem assignment.
Submit initial portfolio
Self check quiz.

Week 3
Portfolio Management and Portfolio theory (CAPM, beta, market efficiency, diversification, behavior finance)
Complete weekly end of chapter discussion question.
Complete weekly problem assignment.
Update portfolio
Self check quiz.

Week 4
Portfolio Management and Portfolio theory continued (CAPM, beta, market efficiency, diversification, behavior finance )
Complete weekly end of chapter discussion question
Complete weekly problem assignment.
Update portfolio
Self check quiz. 

Week 5
Valuation of fixed income securities (bond valuation and bond portfolio management).
Complete weekly end of chapter discussion question
Complete weekly problem assignment.
Update portfolio
Self check quiz. 

Week 6
Equity Valuation and AYechnical analysis.
Complete weekly end of chapter discussion question
Comlete weekly problem assignment.
Update portfolio
Self check quiz.

Week 7
Introduction to Options and Futures.
Complete weekly end of chapter discussion question.
Complete weekly problem assignment.
Update portfolio
Self check quiz. 

Week 8
Introduction to international markets, investing, and risk.
Submit Portfolio Assignment
Self check quiz.
Complete Proctored Comprehensive Final Exam

Academic Honesty:
Academic integrity is the foundation of the academic community. Because each student has the primary responsibility for being academically honest, students are advised to read and understand all sections of this policy relating to standards of conduct and academic life.   Park University 2008-2009 Undergraduate Catalog Page 87

Plagiarism:
Plagiarism involves the use of quotations without quotation marks, the use of quotations without indication of the source, the use of another's idea without acknowledging the source, the submission of a paper, laboratory report, project, or class assignment (any portion of such) prepared by another person, or incorrect paraphrasing. Park University 2008-2009 Undergraduate Catalog Page 87

Attendance Policy:
Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.

  1. The instructor may excuse absences for valid reasons, but missed work must be made up within the semester/term of enrollment.
  2. Work missed through unexcused absences must also be made up within the semester/term of enrollment, but unexcused absences may carry further penalties.
  3. In the event of two consecutive weeks of unexcused absences in a semester/term of enrollment, the student will be administratively withdrawn, resulting in a grade of "F".
  4. A "Contract for Incomplete" will not be issued to a student who has unexcused or excessive absences recorded for a course.
  5. Students receiving Military Tuition Assistance or Veterans Administration educational benefits must not exceed three unexcused absences in the semester/term of enrollment. Excessive absences will be reported to the appropriate agency and may result in a monetary penalty to the student.
  6. Report of a "F" grade (attendance or academic) resulting from excessive absence for those students who are receiving financial assistance from agencies not mentioned in item 5 above will be reported to the appropriate agency.
ONLINE NOTE: An attendance report of "P" (present) will be recorded for students who have logged in to the Online classroom at least once during each week of the term. Recording of attendance is not equivalent to participation. Participation grades will be assigned by each instructor according to the criteria in the Grading Policy section of the syllabus.

Park University 2008-2009 Undergraduate Catalog Page 89-90

Disability Guidelines:
Park University is committed to meeting the needs of all students that meet the criteria for special assistance. These guidelines are designed to supply directions to students concerning the information necessary to accomplish this goal. It is Park University's policy to comply fully with federal and state law, including Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990, regarding students with disabilities. In the case of any inconsistency between these guidelines and federal and/or state law, the provisions of the law will apply. Additional information concerning Park University's policies and procedures related to disability can be found on the Park University web page: http://www.park.edu/disability .

Copyright:

This material is protected by copyright and can not be reused without author permission.

Last Updated:10/1/2008 10:05:54 AM