Syllabus - FIN 367 Fall 2015

Syllabus - FIN 367 Fall 2015 - Finance 367 Investment...

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1 Finance 367: Investment Management (Unique # 03775) Fall 2015 Instructor: Ian McAbeer, CFA Office Location : GSB 6.210 Office Hours : By Appointment Class Location: CBA 4.328 Class Hours Monday & Wednesday 2:00 – 3:30pm Email : [email protected] Course Web Page : via Canvas Course Objective : To be a successful investor, an individual must possess a wide range of knowledge and analytical capability with respect to financial markets, economics, security analysis, and quantitative skills and to develop a broad conceptual framework for evaluating individual investments and strategies. In addition to understanding how to evaluate individual securities, a successful investor must also understand how to construct and manage portfolios of securities pursuant to certain risk and return criteria. This course is designed to provide students with a solid conceptual and analytical basis for evaluating individual investment securities and managing portfolios of financial assets. The primary objective is to develop a thorough understanding of the mathematical and theoretical principles of security analysis, but to do so with a practitioner orientation. As such, this course is ideal for any student contemplating a career as a professional investment advisor, portfolio manager, or security analyst. Prerequisite : Finance 367 is a Restricted Course for students who are currently enrolled in a major program in the College of Business Administration. Note that several prerequisites apply for this course and are published in the Course Schedule. Prior completion of Finance 357 or Finance 357 H and its prerequisites are among these requirements. It will be assumed that students enrolled in this course are equipped with all of the accounting, economics, mathematics, and statistics tools that have been part of their prior course work. Required Materials : Textbook : Investment Analysis & Portfolio Management, 10 th Edition, by Reilly & Brown ISBN-10 : 0-538-48238-9, ISBN-13 : 978-0-538-48238-7 There are numerous options that you may use to acquire the textbook including the following: 1. Purchase new or used from the University Co-op 2. Purchase or rent a digital e-book through 3. Purchase or rent various formats through Supplementary Readings & Media : In addition to the reading assignments from the textbook, there will also be supplementary study that will be required throughout the course. These supplemental study materials may be in the form of journal articles, media articles, newsletters from investment professionals, or video-based interviews or news stories. Links or files for these supplementary materials will be available through Canvas. Calculator : You will need a business calculator for this class. The calculator should have the following keys: IRR, n, i, PV, PMT, FV, and CF. If you are planning to take the CFA exam in the future, I recommend that you use the HP 12c calculator (this calculator is the finance industry standard and one of only two calculators that
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2 may be used on the CFA exam). The other calculator which is permissible for the CFA exam is the Texas
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  • Spring '08
  • han
  • Finance, Academic dishonesty, School terminology, Examinations, intellectual dishonesty, scholastic dishonesty

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