| Date |
Subject |
Reading/Download |
Mon., August 17
|
Introduction |
Syllabus: (1)class handout and (2) full syllabus |
| Wed., August 19 |
Chapter 1 - Creation and use of investments |
Notes for semester
|
| Mon., August 24
|
Chapter 2 - Overview of securities
Introduction to Baseline
|
See U: drive for Baseline training documentation |
| Wed., August 26
|
Chapter 3 - Tracking the economy |
Yahoo! Finance economic calendar
|
| Mon., August 31
|
Chapter 3 cont'd
Market Watch Project |
Market Watch Project Assignment
|
Wed., September 2
|
Chapter 4 - Individual risk and return
|
Chapter 4 problems |
| Mon., September 7
|
LABOR DAY - NO CLASS
|
| Wed., September 9
|
Chapter 4 cont'd
|
Chapter 4 problems
|
| Mon., September 14
|
| Wed., September 16
|
| Mon., September 21
|
EXAM #1 |
| Wed., September 23
|
Discussion of market watch reports - format of reports and description
Chapter 5 - Portfolio risk and return |
|
Mon., September 28
|
Wed., September 30
|
Chapter 6 - Ratios and Fundamental Analysis |
Financial statement data for ratios
|
Mon., October 5
|
| Wed., October 7
|
| Mon., October 12
|
Chapter 7 - Stock Valuation |
|
| Wed., October 14
|
Chapter 7 continued
First Market Watch report due
|
| Mon., October 19
|
Chapter 8 - Technical analysis |
|
| Wed., October 21
|
|
|
| Mon., October 26
|
EXAM #2 |
| Wed., October 28
|
Chapter 9 - Market efficiency |
|
Mon., November 2
|
Chapter 10 - Bond valuation |
| Wed., November 4
|
| Mon., November 9
|
Chapter 11 - mutual funds
|
| Wed., November 11
|
Second Market Watch report and client letter due |
Mon., November 16
|
Chapter 12 - Primary and secondary markets
|
|
| Wed., November 18
|
|
|
November 23-27
|
THANKSGIVING BREAK - NO CLASSES
|
|
| Mon., November 30
|
Chapter 13 - Option definitions
|
|
Wed., December 2
|
Chapter 14 - Futures basics
|
|
FINAL EXAM (EXAM #3):
Wednesday, December 9, 1-3pm
|
|
|
