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Investments
INVESTMENTS
CLASS CODE: B 410 CREDITS:  3
DIVISION: BUSINESS & COMMUNICATION
DEPARTMENT: BUSINESS MANAGEMENT
GENERAL EDUCATION: This course does not fulfill a General Education requirement.

DESCRIPTION: Covers topics in the financial markets, including portfolio theory, valuation, fixed-income securities, security analysis, mutual funds, and derivative assets, financial markets, investment vehicles, asset allocation, risk analysis, evaluating performance, global considerations, buying and selling securities, and tax implications of investing.
TAUGHT: Winter, Summer, Fall
CONTENT AND TOPICS: Covers topics in the financial markets, including portfolio theory, valuation, fixed-income securities, security analysis, mutual funds, and derivative assets, financial markets, investment vehicles, asset allocation, risk analysis, evaluating performance, global considerations, buying and selling securities, and tax implications of investing.
GOALS AND OBJECTIVES: Develop and enhance students' understanding of investment concepts and principles by: a) emphasizing key ideas taught in the textbook and b) discussing investment-related current market issues.

Develop spreadhseet-modeling skills to understand, evaluate, and apply key principles taught in portfolio management.

Share insights and shape opinions about personal budgeting, consumer debt, and investing from an LDS perspective.

Apply investment concepts and skills by drawing upon principles taught in economics, statistics, general business, international business and computer information systems.

Develop transferable skills that can be applied in many areas of business.

Understand and expand finance-related vocabulary.
REQUIREMENTS: Exams, quizzes, papers, project evaluation, portfolio evaluation, linear programming, spreadhseet usage
PREREQUISITES: B 301 or Acct 301
OTHER:
EFFECTIVE DATE: August 2001