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 Course Title:   Investment and Financial Planning II

 Title Abbreviation:   INVEST & FINANCIAL PL 2

 Department:    BUS

 Course #:    212

 Credits:    3

 Variable:     No

 IUs:    3

 CIP:    ?

 EPC:    n/a

 REV:    2014


 Course Description  

Continuation of BUS 112 for those who have had some investment experience. Stocks, bonds, warrants, options, commodities, investment trusts, real estate, retirement plans, tax shelters and estate planning.

 Prerequisite  

Prerequisite: BUS 112 or instructor's permission.

Additional Course Details

Contact Hours (based on 11 week quarter)

Lecture: 33

Lab: 0

Other: 0

Systems: 0

Clinical: 0


Intent: Distribution Requirement(s) Status:  

Academic Elective  

Equivalencies At Other Institutions

Other Institution Equivalencies Table
Institution Course # Remarks
N/A

Learning Outcomes

After completing this course, the student will be able to:

  1. Know the power of compound interest
  2. Invest wisely in stocks, bonds, warrants, options, commodities, investment trusts, real estate, retirement plans and tax shelters.
  3. Read the financial pages (stocks, bonds, warrants, options, commodities)
  4. Select and set up a retirement plan(s) (IRA, Keogh, 403(b), 401(k), 457, thrift savings)
  5. Choose the appropriate tax shelter(s) (annuities, life insurance, municipal bonds, real estate, parnerships, owning a business)

General Education Learning Values & Outcomes

Revised August 2008 and affects outlines for 2008 year 1 and later.

1. Information Literacy

Definition: Recognizing when information is needed and have the ability to locate, evaluate, and use effectively the needed information.

Outcomes: Students will be able to . . .
1.1 Determine the extent of information needed.
1.2 Access the needed information effectively, efficiently, ethically, and legally.
1.3 Evaluate information and its sources critically.

2. Critical Thinking

Definition: The ability to think critically about the nature of knowledge within a discipline and about the ways in which that knowledge is constructed and validated and to be sensitive to the ways these processes often vary among disciplines.

Outcomes: Students will be able to . . .
2.1 Identify and express concepts, terms, and facts related to a specific discipline.

8. Mathematical Reasoning

Definition: Understanding and applying concepts of mathematics and logical reasoning in a variety of contexts, both academic and non-academic.

Outcomes: Students will be able to . . .
8.2 Correctly apply logical reasoning and mathematical principles to solve problems.
8.3 Interpret information and reasoning expressed mathematically (for example in spreadsheets, diagrams, charts, formulas, etc.).

Course Contents

  1. Compound interest, tax brackets, margin, selling short, references
  2. Stocks (using the Value Line method)
  3. Bonds (money market, treasurys, corporates and convertibles)
  4. Warrants and options
  5. Commodities
  6. Investment trusts (unit, closed-end and open-end)
  7. Real estate (Nickerson formula, leverage, valuation, property analysis)
  8. Retirement plans and tax shelters
  9. Dealing with a broker, building a portfolio, asset allocation
  10. Estate planning