• Course Description
• Course Objectives
• Evaluations and Expectations
• Attendance Policy and other rules

• Textbook
• Grading Policy

This course is an introduction to different types of investment vehicles: savings accounts, certificates of deposit, bonds, stocks, ETFs and mutual funds. The course covers terminology, research tools and investment strategies for each of the different alternatives. It includes discussions about basic economic indicators, basic investment vocabulary, IRAs and overviews of income statements and balance sheets.

 

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 Course Objectives  

• The objective of this course is to provide to you with all the tools necessary to begin an individual investment program in any or all the different investment alternatives.

• The course will provide you with all the vocabulary associated with each of the vehicles as well as provide you many resources for investigating and researching different alternatives to find the best investment options.

• Upon completion of this course you will have a very sophisticated view of investing which will allow you to easily understand all business news broadcasts emphasizing investing such as Wall Street Week in Review or many of the daily programs on CNN or MSNBC or other news channels. 

 
Evaluations and Expectations  

• There will be a series of 15 quizzes covering 9 of the modules on the CD and ranging in value from 5 to 10 points each.  These will be available at the beginning of the appropriate class and are thru D2L.  If you are not in class you will still be able to take the quizzes, during the 15-20 minutes they are open, from another location.

• There are numerous written assignments ranging from 2.5 to 20 points.  Most of these will be done during class and cannot be made up (see attendance policy). 

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• Students are not required to attend class however we will be doing exercises and quizzes in class which cannot be made up.  Students who do come to class will also earn some extra credit points. 

• A sign-up sheet will be passed around during the latter part of each class period. Students will receive points for each time they are in class. However any student who misses more than 5 classes will receive no extra credit points. DO NOT sign in another student for ANY reason.  Both of you will lose all attendance points for the term.

• There are ONLY 2 types of EXCUSED absences: actual hospitalization or incarceration.  ANY other reason(s) is(are) not accepted, so do not miss class. It is your responsibility to find the sheet if you are a few minutes late to class.  If you attend University sponsored outside activities this will count as unexcused absences so plan accordingly.

• No cell phones during class unless you are on call as a doctor or police officer or fireperson.  Anyone using a cell phone will be asked to leave the classroom and not return for that day.

• No one is allowed to record, either with video and/or audio, any part of the class lectures.  The violation is an infringement of copyright law and will be treated as such. It is a felony.

• The textbook for this course is the CD Personal Investing available through Continuing Ed in VocReh 140 and from the instructor.

Grading Policy 

• Grades are based on a strict percentage: 90%+ A range; 80 to 90% B range; 65 to 79% C range; 55 to 64% D range and less than 55% F. Students taking the course for C/NC or P/F must have a 67% average to receive credit for the course.   The grading scale is at the bottom of the grade page.