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FI 417 Investment Analysis & Management
Parmenter, David V.


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

U1J 2008 PV

Faculty

Parmenter, David V.

Title

Senior Adjunct Instructor

Degrees/Certificates

Bachelor of Arts Business- emphasis International Management
Master of Science Management
Master of Arts Education

Office Location

To be arranged

Office Hours

To be arranged

Daytime Phone

913 220 8396

E-Mail

p307085@park.edu

dvparmenter@aol.com

Semester Dates

June 8, 2008 - July 27, 2008

Class Days

U------

Class Time

1:00 - 5:20 PM

Credit Hours

3


Textbook:

Bodie, Z, A. Kane, & A. Marcus. Essentials of Investments, seventh edition. New York: McGraw-Hill/Irwin, 2008.
ISBN: 978 007 340517-5
 
 

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/.


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

Educational Philosophy:
 

Interactive lecture, video clips, in class group activities, student presentations, internet, case studies, written projects, weekly quizzes, and a comprehensive final will be incorporated to reach student's diverse learning styles.

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:
 

The class assessments will be weekly quizzes, student projects, written assignment, oral presentations,comprehensive final,  and attendance.

Grading:
 

Grading:
Graded Assignments:
1. Weekly quizzes will be given beginning the second session.  Quizzes will 50 points. Total Value of Quizzes: 300 points or 30% of the total grade

2. A written report will be due on the last class meeting.  Standard MLA research paper format is expected. In addition, a minimum five sources are required for the paper. The written report should be research on an particular security. The report should analyze and conclude if the student believes that an investment in this particular security would be wise or not. The paper should apply text material to the analysis. Note the five required sources are other than possible interviews and the class text. 150 Points Possible or 15% of the total grade

3. An oral presentation of the above-mentioned written report will be given to the class on the last class meeting. Presentations should be ten-fifteen minutes in length.  To enhance the oral presentation a visual aide (example: PowerPoint, Posters, and/or Videos) is REQUIRED. (25 points or 2.5% of the total grade)

4."You Teach The Class"  Each student will select a chapter topic, listed in the table of contents for a chapter covered by the course.  The student will prepare and lead a class discussion on the topic. The student will prepare a study guide for the class covering the topic.  Four outside sources are required to enhance the class understanding of the topic.  To receive full credit the student must submit the study guide, a work cited page, and orally present the topic using some form of a visual aid. (125 points or 12.5% of the total grade)

5. The learner will select a chapter for a current event.  The current event must relate to an investment topic within the assigned chapter.  The student will submit a typed written summary of the current event and an explanation of how the current event relates to the course material.  The student will submit a written summar of the current event and its application. Of course the current event needs to be cited.  In addition the student will share the activity with the class on a scheduled date. (50 points or 5% of the total grade)

6. Comprehensive Final Examination covering the core learning objectives: 300 points or 30% of the total grade

7. The text, instructor, and outside materials are all resources used for this course.  In addition each student with their personal experiences, knowledge, and skills are viewed as class resources.  Consequently attendance and punctuality are extremely important. Attendance and punctuality will be monitored. (50 points or 5% of the total grade) * Note: a student may lose more than the points possible
A breakdown of the attendance is as follows:
(-) 15 points = first absence
(-) 35 points = second absence
Three absences is an academic withdrawal
(-) 10 points = for each class not fully attended
*Please note that a student may lose more that the total of 15 points for attendance.

All final exams will be comprehensive and will be closed book and closed notes.  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 Associate Dean.
 

GRADING PLAN: Final grades are computed as a percentage of the total 1000 points, which is the total number of points possible. The individual point values per assignments are listed in graded assignments.
A = 90 – 100%
B = 80 – 89%
C= 70 – 79%
D= 60 – 69%
F= less than 60%

 

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:
 

Quizzes will be made-up immediately AFTER class on the next regularly scheduled class sessions. The current event presentations, and "You Teach the Class" will be made-up at a regularly scheduled session.  The written report, the oral presentation, and the comprehensive final examination cannot be made-up unless prior arrangements have been made.

Classroom Rules of Conduct:
 

The student is to be actively involved in discussing and listening to the instructor and also during student presentations.  The instructor supports the rules of conduct as set forth by Park University. All students need be respectful of the diversity of ideas and people.

Course Topic/Dates/Assignments:
 

Course Topic/Dates/Assignments:
Week Topic
1 6/08 Orientation to Class
Study Guide for Chapter 1, 21, and Notes
 
2 6/15 Quiz on Chapter 1, 21, and notes
Study Guide for Chapters 2,3, and Notes
"You Teach the Class" and Current Events are scheduled during the first class session; however, the presentations begin on June 17, 2007 and are scheduled throughout the term.

3 6/22 Quiz on Chapters 2,3 and notes
Study Guide for Chapter 4 and Notes

4 6/29 Special Outside Project Quiz 

5 7/6 Quiz on Chapter 4 and notes
Study Guide on 5,6, and notes

6 7/13 Quiz on Chapters 5,6, and notes
Study guide for Chapters 8, 9,  and notes

7 7/20 Quiz on Chapters 8, 9,  and notes
Study guide for Chapters 10, 15, 17, and notes

8 7/27 Comprehensive Final 
Written Reports Due
Oral Presentations of reports

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 2007-2008 Undergraduate Catalog Page 85-86

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 2007-2008 Undergraduate Catalog Page 85

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.
  3. Work missed through unexcused absences must also be made up within the semester/term of enrollment, but unexcused absences may carry further penalties.
  4. 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".
  5. A "Contract for Incomplete" will not be issued to a student who has unexcused or excessive absences recorded for a course.
  6. 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.
  7. 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.

Park University 2007-2008 Undergraduate Catalog Page 87-88
The text, instructor, and outside materials are all resources used for this course. In addition each student with their personal experiences, knowledge, and skills are viewed as class resources. Consequently attendance and punctuality are extremely important. Attendance and punctuality will be monitored. This component of the grade is worth 50 points or 5% of the total grade
A breakdown of the attendance is as follows:
(-) 15 points = first absence
(-) 35 points = second absence
Three absences is an academic withdrawal
(-) 5 points = for each class not fully attended
*Please note that a student may lose more that the total of 50 points for attendance.

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:5/1/2008 10:46:44 AM