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FI 417 Investment Analysis & Management
Sumrall, William Henry


Mission Statement: Park University provides access to a quality higher education experience that prepares a diverse community of learners to think critically, communicate effectively, demonstrate a global perspective and engage in lifelong learning and service to others.

Vision Statement: Park University, a pioneering institution of higher learning since 1875, will provide leadership in quality, innovative education for a diversity of learners who will excel in their professional and personal service to the global community.

Course

FI 417 Investment Analysis & Management

Semester

S1T 2012 DL

Faculty

Sumrall, William

Title

Senior Adjunct Professor of Business and Economics

Degrees/Certificates

Ed.D., DBA(c), Ed.S., MS, MBA, BA
Phi Kappa Phi, Omicron Delta Epsilon

Office Location

online

Office Hours

anytime by email

E-Mail

william.sumrall@park.edu

Semester Dates

01/16/12 to 03/11/12

Class Days

online

Class Time

online

Prerequisites

FI360

Credit Hours

3


Textbook:

Essentials of Investments

Authors: Bodie, Kane and Marcus

Publisher: McGraw-Hill/Irwin; 7th edition (October 4, 2007)

Language: English

ISBN-10: 0073368717

ISBN-13: 978-0073368719

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:
FI417 Investment Analysis and Management: 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:
The facilitator’s educational philosophy is one of interactiveness based on lectures, readings, quizzes, dialogues, examinations, internet, videos, web sites and writings. The facilitator will engage each learner in what is referred to as disputatious learning to encourage the lively exploration of ideas, issues and contradictions.

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:

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
290 points

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 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.

Late Submission of Course Materials:
significant penalty for late work 

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 students and faculty members are encouraged to take advantage of the University resources available for learning about academic honesty (www.park.edu/current or http://www.park.edu/faculty/).from Park University 2011-2012 Undergraduate Catalog Page 93

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. from Park University 2011-2012 Undergraduate Catalog Page 93

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: Students must participate in an academically related activity on a weekly basis in order to be marked present in an online class. Examples of academically-related activities include but are not limited to: contributing to an online discussion, completing a quiz or exam, completing an assignment, initiating contact with a faculty member to ask a courserelated question, or using any of the learning management system tools.

Park University 2011-2012 Undergraduate Catalog Page 96

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:12/15/2011 7:54:15 PM