1 - Objectives:
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 then 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.
2 – Learning Outcomes:
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.
3 - Methods of Instruction:
Lectures are once a week. Attendance is mandatory. 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 answer subsequent questions. Readings are listed per week and questions will be sent out one week prior to the due date.
4 - Grading Policy/Methods of Evaluation:
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, the first step, followed by reflection in homework, application in the midterm stock pitch and teaching in the final subject pitch. Participation will be graded on attendance and class engagement. You are allowed to miss 2 classes, but after that your attendance grade will be docked 5% for each missed class.
Participation…………………30%
Homework………………….20%
Midterm………….…………20%
Final Project………………………..30%
Students may drop 2 homework assignments at the end of the semester. There will be a midterm stock pitch and a final passion project for this class. The midterm pitch should be guided by the methodology taught in class. The final project will be broader; you may select and teach on any finance-related subject you thought was particularly interesting in the course. We want the focus to be on what is important to you because that’s what you’ll take from this class. Once you have selected the broader concept, students must create a presentation to explain the topic itself, the importance of the topic, how the topic relates to other topics, and any new insights gleaned from personal research.
No letter grades are given, only PASS or NO PASS. Students will need to receive at least a 70% to pass.
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Section | Facilitator | Size | Location | Time | Starts | Status | CCN(LD) | CCN(UD) |
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Section 1 | __ | __ | N/A | [Th] 6:00PM-8:00PM | TBD | Open | -- | -- |
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