Resources:
Session
Date
Topics
Assignments*
I
8/31
Risk and Return
Read Chapter 1
Calculating Returns
II
9/7
Buying and Selling Securities
Read Chapter 2
Selecting a broker
III
9/14
Security Types
IV
9/21
Mutual Funds
The Stock Market
V
9/28
Common Stock Valuation
Earnings and Cash Flow Analysis
Dividend Discount Model
Valuation (ratios, etc.)
VI
10/5
VII
10/12
Exam I
Mid-semester student feedback.
VIII
10/19
Stock Price Behavior and Market Efficiency
Interest Rates
Read Chapter 8, 9
IX
10/26
Bond Prices and Yields
PROJECT PROGRESS REPORT/DISCUSSION
Bond pricing
X
11/2
Diversification and Asset Allocation
Read Chapter 11
Diversification
XI
11/9
Return, Risk and the Security Market Line
Performance Evaluation and Risk Management
XII
11/16
Stock Options
Option Valuation
Valuation of Options
XIII
11/30
Futures Contracts
Futures
XIV
12/7
Corporate Bonds Government Bonds Mortgage-Backed Securities
Government Bonds
Mortgage-Backed Securities
XV
12/14
Exam II
Formal presentations and critique of Project.
Student evaluations of instructor. Overall student feedback.
Exam (in class)
CLASS PROJECT DUE (Presentation/Report)
*It is recommended that the student use the resources at the end of every Chapter i.e. Review Problems, Self-study, etc.