| | Searching Current Courses For Fall 2016 |
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Course: |
INV 115
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Title: | Investments/Stocks & Bonds |
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Long Title: | Investments/Stocks & Bonds |
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Course Description: | Provides the student with a broad range of investment opportunities. The curriculum includes information about common stocks, corporate bonds, mutual funds, insurance, and real estate. The student will receive the basic general business concepts and information necessary to make a rational decision in the management of personal funds. This course covers the investment process using brokers, discount brokers, on-line trading or investment bankers. Also, students will learn how to price stocks and bonds and understand the concept of time value of money and transaction costs. The student will also understand derivative securities and mutual funds and long versus short term transactions. The student will understand how to build an investment portfolio. |
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Min Credit: | 3 |
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Max Credit: | |
STANDARD COMPETENCIES:
I. Understanding direct as opposed to indirect investments.
II. The difference between primary, secondary, third and fourth markets.
III. The philosophical approaches to investing: Fundamental analysis as opposed to technical analysis.
IV. Understand the impact of the Securities Act of 1933, the Securities Exchange Act of 1934, Maloney Act of 1938, Investment Company Act of 1940, Investment Advisors Act of 1940, Insider Trading and Fraud Act of 1988.
V. Different types of brokers.
VI. Full knowledge of different types of orders that can be placed.
VII. Information systems available for your use.
VIII. Understanding indexes.
IX. Meeting your insurance needs.
X Understanding types of income, capital gains, losses.
XI. Understanding stock liquidity and pricing.
XII. Understanding how government issues work, treasury bill, notes and bonds.
XIII. Financial ratios and how to use them.
XIV. Understand types of bonds and their valuation.
XV. Theoretical model of debt structures.
XVI. How to use margin.
XVII. How derivative securities work such as options, warrants, and futures.
XVIII. Types of mutual funds.
XIX. Underlying concepts to appraise real estate.
TOPICAL OUTLINE:
I. Portfolio and Excel
II. Investment Vehicles
III. Securities Markets
IV. Investment Planning Taxes
V. Time Value of Money
VI. Common Stock Investments
VII. Analysis of Stock Investments
VIII. Investment Companies
IX. Stock Valuation
X Bonds
XI. Bond Valuation
XII. Preferred Stocks and Convertibles
XIII. Derivatives
XIV. Mutual Funds
XV. Real Estate
XVI. Retirement Plans
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Arapahoe Community College |
ACC |
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