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FI 417 Investment Analysis and Management
Corwin, Theodore


FI 417
Investment Analysis
Park University

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 SYMBOL AND NUMBER: FI 417 Investment Analysis and Management PE


COURSE DESCRIPTON: A study of investment alternatives, selection criteria, and portfolio management. Emphasis is placed on the economic, financial, and market factors which affect the values of alternative investments, while studying risk management associated with investments management. Prerequisite: BA 360 (FI 360)


COURSE TITLE: Investment Analysis and Management


SEMESTER/TERM COURSE BEING TAUGHT: S2E2005


NAME OF FACULTY MEMBER: Corwin Theodore


TITLE OF FACULTY MEMBER: Senior Professor, Business Studies/ Adjunct Faculty


FACULTY OFFICE LOCATION: N/A

FACULTY OFFICE HOURS: Open Theodore.Corwin@park.edu


FACULTY OFFICE TELEPHONE NUMBER: 760-966-1965


FACULTY PARK EMAIL ADDRESS: Theodore.Corwin@pirate.park.edu


OTHER FACULTY EMAIL ADDRESS: scapo@cox.net


FACULTY WEB PAGE ADDRESS: N/A


DATES OF THE SEMESTER/TERM: 03-14-05 to 05-07-05


CLASS SESSIONS DAYS: Monday/Wednesday


CLASS SESSION TIME: 7::30-10:00 PM


PREREQUISITE (S): BA 360 or FI360

CREDIT HOURS: 3

FACULTY’S EDUCATIONAL PHILOSOPHY: FACULTY’S EDUCATIONAL PHILOSOPHY: : Learning is two directional. Openness and dedication from the student forces and encourages the teacher to reach out and expand the student's educational environment. With an enlarged learning arena the instructor gives more and the learner gains more knowledge. In this setting of interactiveness, dialogue, an inquire mind becomes a true learner.



COURSE OBJECTIVES: Student will be able to conduct research on different types of securities. Gain an understanding of the practical applications of investment skills in managing a portfolio, and recognize the theoretical development of finance portfolios. Differentiate among the workings of investment funds and various security markets open to fund managers. Establish the role of current events, world relationships, traditional habits and how they affect investment conditions.





COURSE TEXTBOOK (S): Fundamentals of Investment Management by Hirt and Block, 8th Ed. Irwin McGraw-Hill, 2006.
ADDITIONAL RESOURCES: Films and current news information which relates to Investment management. Sources from the Web, On-Line, new papers and any quality printed articles.




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ACADEMIC HONESTY: “Academic Honesty is required of all members of a learning community. Hence, Park will not tolerate cheating or plagiarism on tests, examinations, papers or other course assignments. Students who engage in such dishonesty may be given failing grades or expelled from Park.”



PLAGIARISM: Plagiarism—the appropriation or imitation of the language or ideas of another person and presenting them as one’s original work—sometimes occurs through carelessness or ignorance. Students who are uncertain about proper documentation of sources should consult their instructors.”


ATTENDANCE POLICY: Instructors are required to keep attendance records and report absences. The instructor may excuse absences for cogent reasons, but missed work must be made up within the term of enrollment. Work missed through unexcused absences must also be made up within the term of enrollment, but unexcused absences may carry further penalties. In the event of two consecutive weeks of unexcused absences in a term of enrollment, the student will be administratively withdrawn, resulting in a grade of “F”. An Incomplete will not be issued to a student who has unexcused or excessive absences recorded for a course. Students receiving Military Tuition Assistance (TA) or Veterans Administration (VA) educational benefits must not exceed three unexcused absences in the term of enrollment. Excessive absences will be reported to the appropriate agency and may result in a monetary penalty to the student. Reports of F grade (attendance or academic) resulting from excessive absence for students receiving financial assistance from agencies not mentioned above will be reported to the appropriate agency.


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 American with Disabilities Act of 1990, regarding students with disabilities and, to the extent 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: www.park.edu/disability.



LATE SUBMISSION OF COURSE MATERIALS: : Work will be accepted with a mark down on the grade earned. If a test or quiz has been taken on an assignment then no credit can be earned for late work. Consider that the work is designed to help you successfully pass a test and just coping assignments beyond that point is a waste of time.


CLASSROOM RULES OF CONDUCT: CLASSROOM RULES OF CONDUCT:
A) All students will participate in each class meeting.
B) Each piece of work you hand in must carry your name and the course name.
It is best to identify each of your assignments with some reference point, chapter, problem, dates etc.
C) It is your responsibility to maintain records of all you work and when it is due.
D) If you are experiencing any confusion over course material or requirements you must seek direction by
contacting the instructor.
E) The work load must be handled at the pace established the term and the instructor, if you are unable
to keep pace with the class it could affect your grade.
F) Text book rules: You must have a current text book as of the 1st week of class. You are required to
meet all the reading and homework assigned as issued. Make arrangement which help you keep pace.
G) Learner must have adequate skills based on college level standards and course requirements. These skills include reading, writing, speaking, and course specific prerequisites.

COURSE ASSESSMENT: The factors and percentages producing a total grade are as follows:
1) Mid term (15%) and Final (25%) = 40%
2) Homework and Research papers = 40%
3) Classroom presentations = 10%
4) Class research project = 10%


GRADING PLAN:
Examinations see assessments = 200 points in total.
Homework, weekly assignments/number of weeks x 20% = 100 points
Research papers totaling no more then two, earns 10% each = 50 points
Classroom presentations earns 18 points and participation earns 2 points each class for meeting = 50 points.



COURSE TOPICS/DATES/ASSIGNMENTS: A position paper (term paper) is required. Select a Cost Accounting issue or topic and provide insight into the issue both benefits and demands on the business and its personal. Paper should have three sources, 5 or more pages pulse illustrations, table of contents and references. Please use APA style in your reports.



Mid term
04//06/05 covers chapters 1-11

Final Examination
05//04/05 covers chapters 12-22


Week #1 Day one: Read chapters 1, 2 and 3 Homework : Chapter 1 Problems 2 & 3, Chapter 203/14/05 Day two: Discussion questions 3,6,9 & 13, Chapter 3 Problems 1,2 & 7.

Week #2 Day one: Read Chapters 4, 5 and 6 Homework Chapter 4 S&P pg 110-111,Chapter 5
03/21/05 Day two: Discussion questions 1,3,5 & 12, Chapter 6 Web exercise pg 163 & Problem on 167.

Week #3 Day one: Read chapters 7, 8 and 9 Homework Chapter 7 Problems 1,4,6 & 12 Chapter 8
03/28/05 Day two: Problems 1,8,10 & 11 Chapter 9 Exercises 2,5,6,8.10 & 17.

Week #4 Day one: Read chapters 10 and 11 Homework Chapter 10 Exercises 1,6,7,1,13& 15
04/04/05 Day two Chapter 11 Problems 1,4,5 & 6. Mid term 04/06/05


Week #5 Day one Read chapters 12,13 and 14 Homework Chapter 12 Problems 1,3,5 & 7,Chapter
04/11/05 Day two 13 Problems 2 & 9,Chapter 14 Problems 1,4,7 & 9.

Week # 6 Day one Read chapters 15,16 and 17 Homework Chapter 15 Problems 1,3 & 9, Chapter
04/18/05 Day two 16 Problems 1,3 & 6, Chapter 17 Problems 1 & 6.

Week #7 Day one Read chapters 18 & 19 Homework chapter 18 Problems 2,4 & 8, chapter 19
04/25/05 Day two: Problem 1 Term paper due

Week #8 Day one Read chapters 20 and 21. Review for final. Homework chapter 20 Problem 1,
05/02/05 Day two Chapter 21 Problem 1. Final exam 05/04/05