Syllabus Finance 327:Investments [PDF]

Knowledgeable about the essentials of business. Fin 327: Investments contributes to these goals through its student lear

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Syllabus Finance 327:Investments Class Time: Tuesday/Thursday, 9:30AM – 10:45AM, SSW 3620 Instructor: Scott Kolman Office Hours: Wednesday, 9:30AM - :00pm, EBA 337E and by appointment BSBA Program Goals BSBA students will graduate being:  Effective communicators  Critical thinkers  Able to analyze ethical problems  Global in their perspective  Knowledgeable about the essentials of business Fin 327: Investments contributes to these goals through its student learning outcomes. Course Objectives To advance the understanding of fundamental concepts of finance, financial markets and market participants, valuation techniques of financial instruments, and working knowledge of portfolio management. Student Learning Outcomes At the end of this course students should be able to: 1. Describe the general structure of various financial markets. 2. Value financial products such as common stocks (both undervalued and overvalued) and fixed-income securities. 3. Use financial derivatives as hedging instruments. 4. Build a diversified portfolio and assess portfolio performance. Course Description The course is for students seeking eventual employment with a brokerage company, investment company, or financial services company with responsibilities in evaluating and selecting equity, fixed-income, derivative securities and fund products for investment portfolios. The course is quantitative in nature. Students will be utilizing spreadsheet software and Bloomberg. Theoretical concepts will be learned and applied to current investment ideas. Students should have prior knowledge of basic statistical concepts (expected returns, standard deviation, correlation, regression) and basic financial concepts (time value of money, CAPM, systematic and unsystematic risk, discounted cash flow analysis, NPV and IRR, nominal and real interest rates). Text, Periodical, and Digital Requirements  Required: Z. Bodie, A. Kane and A. Marcus, Essentials of Investments with Connect Plus, 9th Edition 2013, McGraw Hill.

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Required: Bring a Windows or Macbook laptop on quiz, midterm and final exam days Required: Financial Calculator Highly Recommended: Subscription to The Wall Street Journal http://WSJ.com/studentoffer select SDSU and Kolman  Recommended: Subscription to Barron’s http://barrons.com/studentoffer The following books are recommended for any person interested in Wall Street and securities investing & trading. They are also “fun reads.” Extra credit opportunities based on these books might be available. 1. Liar’s Poker by Michael Lewis 2. Reminiscence of a Stock Operator by Edwin Lefevre 3. Market Wizards: Interviews With Top Traders by Jack Schwager Course Structure Students are required to read the text chapters before class by the schedule shown below as well as keep up with financial news throughout the semester. Students should be ready to engage in lecture discussions on both. Lectures are to augment reading. Test questions will cover financial current events, all material discussed during lectures, and textbook assignments including subtopics not specifically covered during lectures. Exams are taken on student’s laptop in the lecture classroom. Homework assignments are done at Connect. Each homework assignment has a due date in Connect. Late assignments will not be accepted. Supplemental study aids are available at Connect. Students are encouraged to work in study groups for exam preparation and homework assignments. There will be one or two guest lecturers sharing their expertise in investing during the semester. Students are required to earn Bloomberg Equity Essentials and Fixed Income Essentials acknowledgment documents. The Wells Fargo Financial Markets Laboratory’s Bloomberg is available to students. Students should automatically be enrolled as a blackboard user for Finance 327 when you register for the course. Please be sure to update your current e-mail address on blackboard. Blackboard will be the primary tool for outside lecture communication and content distribution. . If students miss lectures or are tardy, it is up to the student to get what he or she missed from other students. Arrangements to take exams outside the specified time must be made prior to scheduled test time. Grading Home Work Assignments Quiz Bloomberg Certifications Midterm Exam Final Exam (cumulative)

10% 10% 15% 25% 40%

Grades and grade points per unit used in reporting are as follows: Grade of A(outstanding achievement; available only for the highest accomplishment); B(praiseworthy performance; definitely above average); C(average; awarded for satisfactory performance; the most common undergraduate grade); D(minimally passing; less than the typical undergraduate achievement); F(failing). Academic dishonesty is at least an automatic F. The grade for average undergraduate achievement is C. A plus/minus grading system will be used as follows: 94-100 = A 87-89 = B+ 77-79 = C+ 67-69 = D+ 0 -59 = F 90-93 = A- 83-86 = B 73-76 = C 63-66 = D

80-82 = B70-72 = C60-62 = DExam grades and the final grade might be curved if distribution of grades is unusually skewed. Incompletes will be considered only if the student has participated in a significant portion of the course and an unforeseen emergency prevents completion. Schedule Date Tue,08/26 Thu,08/28 Tue,09/2 Thu,09/4 Tue,09/9 Thu,09/11 Tue,09/16 Thu,09/18 Tue,09/23 Thu,09/25 Tue,09/30 Thu,10/2 Tue,10/7 Thu,10/9 Tue,10/14 Thu,10/16 Tue,10/21 Thu,10/23 Tue,10/28 Thu,10/30 Tue,11/4 Thu,11/6 Tue,11/11 Thu,11/13 Tue,11/18 Thu,11/20 Tue,11/25 Thu,11/27 Tue,12/2 Thu,12/4 Tue,12/9 Thu,12/11 8:00AM

Textbook Chapters 1 1-2 2 3 3 4 4 5 5 8 8-9 9 10 10 10 1-10 11 11 12 12 13 13 15 15 16 16 17 17 20.1-20.3, 20.6 Cumulative

Topics Intro to Investments Asset Classes & Fin. Instruments Securities Markets Mutual Funds and ETFs Risk & Return & In Class Quiz 1-4 Market Efficiency Behavioral Fin. & Tech. Anal. Bond Prices & Yields

Midterm Exam Bond Portfolio Mgt. Macro & Industry Analysis Equity Valuation Veterans Day – No Classes Options Markets Option & Valuation Thanksgiving - No Classes Futures & Risk Mgt. Bloomberg Certification Due

Hedge Funds, Review Final Exam

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