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.CourseFI 417 Investment Analysis & ManagementSemesterS1AA 2012 LCFacultySmith, Mark T.TitleSenior ProfessorDegrees/CertificatesPh.d Texas A&M UniversityMBA Mississippi State UniversityB.S. University of West AlabamaDaytime Phone805-723-4932Other Phone210-314-2425E-MailMark.Smith@email@example.comClass DaysM-WClass Time7:30 - 10:10 PMPrerequisitesAll students should enrolled in this class should have taken FI 360.Credit Hours3Textbook: Essentials of Investments, 8th edition 2010 by Bodie. ISBN 9780077339180Additional 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 firstname.lastname@example.org or call 800-927-3024Resources for Current Students - A great place to look for all kinds of information http://www.park.edu/Current/.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. 3:0:3Educational Philosophy:
That effective learning occurs through group interation, and practical experienceLearning Outcomes: Core Learning OutcomesPerform research on securities.Define the theoretical and practical application of investing in portfolios.Define the workings of investment funds and securities markets.Explain the relationship between current events and investments. Instructor Learning Outcomes1. Interpret the three basic financial statements to assess the overall health of the firm.2. Create pro forma financial statements to forecast future financial performance of the firm.3. Assess the firm's four key ratios as a predictor of sustainable growth.4. Evaluate the possible opportunities to raise capital for the firm and discuss the outcomes of each on the firm.Core Assessment:
First Exam 25%
Course Assignments 25%
A = 90 and above
B = 80-89.9
C = 70-79.9
D = 60-69.9
F = 59.9 and below or three unexcused absencesThe 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.
FI 417 Investment Analysis & Management
S1AA 2012 LC
Smith, Mark T.
Ph.d Texas A&M UniversityMBA Mississippi State UniversityB.S. University of West Alabama
7:30 - 10:10 PM
All students should enrolled in this class should have taken FI 360.
Essentials of Investments, 8th edition 2010 by Bodie. ISBN 9780077339180
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 email@example.com or call 800-927-3024Resources for Current Students - A great place to look for all kinds of information http://www.park.edu/Current/.
Learning Outcomes: Core Learning Outcomes
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 material will not be accepted without prior arrangements being made with the instructor. No late assignments will be accepted after the regular semester ends.
Classroom Rules of Conduct:
Classroom Rules of Conduct:
Use of cell phones, pagers, iPOD, or other electronic device is strictly prohibited from class. Should a student be expecting some sort of emergency phone call (IE baby, child, parent illness), it is the student's responsibility to make the instructor known of the possibility of leaving the class to take a call. With exception to the above listed examples, all phones should be turned off prior to class beginning.
Course Topic/Dates/Assignments: Week Topic Chapters 1 The Institutional Setting and the development of Financial reporting 1, 2, standards 2 The measurement and reporting of income, financial position, and 3, 4 cash flows 3 Statement of Cash Flows 5, 6 Corporate Accountability 4 Measurement and reporting of assets 7, 8 Mid-Term Exam 5 The measurement and reporting of assets 9, 10 The measurement and reporting of liabilities 6 The measurement and reporting of liabilities 11, 12 7 The measurement and reporting of stockholders' equity 13, 14 8 Selected reporting and disclosure issues and assessing the quality 15,16 of reporting earnings and financial position 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.
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 .
Last Updated:11/30/2011 5:28:49 PM