Online Course Syllabus BA435/FIN435 Fundamentals of Investments. Important Notes:

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1 Online Course Syllabus BA435/FIN435 Fundamentals of Investments Important Notes: This document provides an overview of expectations for this online course and is subject to change prior to the term start. Changes may also occur during the term due to faculty or SPS Distance Learning course updates. Some links may only be active once the term starts. For this course you must check the Regis Bookstore: for the most current online course material information. Course Description Course Description Prerequisites Course Outcomes Course Materials Grading Criteria Assignments Studies the relationship between risk and return in the management of investment portfolios, including the analysis of stocks, bonds and other securities. You will need access to Regis University Library Online at asp. Prerequisites BA430 Business Finance Course Outcomes

2 Upon successful conclusion of this course you will have an increased knowledge of investing including: - Stocks - Bonds - Puts and Calls - Derivatives - Mutual Funds Course Materials Textbook: Fundamentals of Investment Management 8th edition, Geoffrey Hirt and Stanley Block, McGraw-Hill Irwin, New York, ISBN: Access to Regis University Library Online at Accessible through a link in the course. Optional Software: Stock Investor Pro CD-ROM, ISBN: Grading Criteria Chapter homework = 35% Final paper = 35% discussions and postings = 20% Facilitator component (including timeliness of postings and homework, as well as the writing and reasoning skills as shown in your postings) = 10% Please note: Your Facilitator may re-weight the grading for portions of the course. Online Course Assignments FIN435/BA435

3 Week: Course Structure This course is organized around an eight-week program. Weekly outcomes, assignments, and critical information are organized week-by-week. Typically, each week includes a reading assignment, forum submittal, and assignment. Online weeks correlate to a 7-day work week. Each week's work begins on a Sunday. Week One begins on the first day of the term, which is always a Monday. The course ends on Saturday of the eighth week. Weekly Responsibilities On Sunday of each week: Read your weekly critical information found in the Week-by- Week section. (Note: Your timely understanding of critical information content may be required to complete your weekly assignment or final project.) Start the weekly reading assignments if you have not already done so. By Wednesday of each week: Participate in the discussions, read other student postings, and reply, when appropriate, to their postings. On Friday of each week: Save a copy of any assignments for yourself and them to your Facilitator. Check the course assignment and post your response to the question for the week (if any). Post a short note outlining the topics you understand the best, as well as questions about any concepts that are giving you trouble. Please note: Certain assignments may be due on other days. Please check the assignments below for specifics. Submitting Assignments to Your Facilitator assignments except the Knowledge Check answers to your Facilitator or post to the as indicated. The Knowledge Checks allow you to assess your understanding of the material. If you answer a question incorrectly, be sure to review the related material in your textbook.

4 Discussions Each student is expected to participate in the weekly and on a timely basis to support the discussion. To earn maximum points for discussions, at least two messages must be posted each week. The following standards apply: 1. Post one original message in response to at least one of the question(s) listed for the week. 2. Post at least one reply to someone else s message. A me too response does not count! Differences of opinion are encouraged (and probable considering the nature of the course) with courteous and well-considered support. 3. Where more than one question is posed for a week, you might post your answer to one and reply to the other to satisfy the week s requirements. 4. Your class facilitator may define a cutoff date for topic discussions. Week1 Before beginning work on Week 1 please do the following: 1. Orient yourself to the course website. In particular, explore the Resources tab. If you have not done so, read the Discussion and Student Guide information. 2. Post an introduction in the discussion forum. Look for the topic entitled "Introduction" and post as a reply to the Facilitator's message. Tell us a little about your investing experience and knowledge level. Also, what your expectations are for this course. Note: You will be removed from the course if this posting has not been completed by Wednesday. Assignments (Details found in Week by Week) By Tuesday: Personal Introduction By Saturday: Investor Risk Profile: post your results on the. send your facilitator a brief explanation of why you selected the two companies for your final project.

5 Week 2 (Details found in Week by Week) Chapters 1, 2, and 3, Fundamentals of Investment Management. Assignments By Wednesday: Complete Problem 1 in Chapter 1 and Discussion Question 9 in Chapter 2. to your Facilitator By Saturday: Complete Problem 11 of Chapter 3. to your Facilitator By Saturday: Once you have interviewed a broker (as mentioned in section 2.6 of the "Week by Week" post your thoughts about using a full service versus a discount broker for your investments. Which would you use? Why? Week 3 (Details found in Week by Week) Chapters 4, 5, and 6, Fundamentals of Investment Management. Assignments By Saturday: Complete Discussion Question 3 in Chapter 6. to your Facilitator Complete the Web Exercise for chapter 5. Be sure to list your hometown in your message

6 Week 4 (Details found in Week by Week) Assignment Chapters 7, 8, and 9, Fundamentals of Investment Management. By Wednesday: Complete Discussion Question 4 & 11 in Chapter 7. to your Facilitator. By Saturday: Complete Problem 11 in Chapter 7. to your Facilitator. By Saturday: Using the other company that you selected for your final project identify the support and resistance price levels from January 2000 until the present? How does this compare to the period 1995 to 2000, or even 1990 to 2000? (If the company is only several years old use what data are available). What comments would you make about these various support and resistance levels? Post your answers to the. Week 5 (Details found in Week by Week) Chapters 10, 11 and 12, Fundamentals of Investment Management. By Wednesday: Complete Chapter 10, Discussion Question 16 and it to your Facilitator. By Saturday: Complete Chapter 12 Problems 1 & 2 and post your answers to the.

7 By Saturday: Post your answers to the Chapter 10 Web Exercise. Week 6 (Details found in Week by Week) Chapters 14, 15 and 16, Fundamentals of Investment Management. Assignment By Wednesday: Complete Chapter 14, Problem 1 and it to your Facilitator. By Saturday: Complete Chapter 15 Discussion Questions Number 11& 13. Post your answers to the. Post your answers to the Chapter 15 by Saturday. Week 7 (Details found in Week by Week) Chapters 17, 18 and 19, Fundamentals of Investment Management. Assignment By Wednesday: Complete Chapter 19, Discussion Question 2 and it to your Facilitator. By Saturday: Complete Chapter 18, Problem 7 and it to your Facilitator.

8 By Wednesday: Complete Chapter 19 Discussion Question 8. By Saturday: Complete Chapter 18, WEB Exercise Question Number 6 a through e, prepare a short discussion concerning the Fund and whether or not you would invest in it. Post to the. Week 8 (Details found in Week by Week) None Assignment By Wednesday: Turn in your final paper to your Facilitator. Post your final project to the for others to read. Complete the online course evaluation form located at the bottom of the content in the Week by Week. (top) Please contact us if you need technical support at techsupport@regis.edu Regis University. All Rights Reserved.