From laying a groundwork of financial terms to explaining how they operate together, this course covers everything you’ll need to know to start investing. Initially, we’ll explain the core terms of finance, then, using our basic understanding, venture into fundamental and comparable analysis. By the middle of the course, you’ll be able to find and pitch a good company. Lectures will focus on special topics such as Credit/Bonds, Options & Futures, ETF’s and finally careers in finance. The final project will be a group deep dive into a passion subject of the group’s choice. This class is for students who are unfamiliar with investing or who may have traded in the past and want to learn more. Our approach is holistic and lends itself to a discussion-oriented lecture style. Students of all backgrounds are welcomed.
Students will learn:
● The importance of investing.
● The principles of long-term investing.
● An overview of the financial world.
● How to pitch a stock.
● Different investment philosophies and differences between active and passive investing.
● Various career paths.
Lectures are once a week. Attendance is mandatory. Class will be held virtually via Zoom. In addition, weekly homework is assigned to clarify lessons and make the midterm and final projects easier. Weekly homework includes assigned readings with corresponding questions and individual research assignments that require you to look for specific concepts in the investing world and to answer subsequent questions. Readings are listed per week and will be sent out one week prior to the due date along with accompanying questions.
We believe the best way to learn something is to listen to a lecture on a topic, reflect on it, apply the concept in your life, and finally teach the topic to others. Learn, reflect, apply, teach. Our grading system reflects this with an emphasis on participation, followed by reflection in homework, application in the midterm stock pitch, and teaching in the final subject pitch. Attendance will be graded on whether you are physically present or not. You are allowed 2 unexcused absences, but after that you will not pass the class, regardless of your grades in the other sections. It is your responsibility to make up the material you miss via the weekly slides and reading we send out. This is because the material we cover in class is critical to fully understanding the Homework, Midterm, and Final Project. More than two absences will mean that you do not have the tools to adequately complete the other components of our grade breakdown, and thus will result in an automatic NP.
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