Lesson Plan

 

Lecture No                                                                                 Topic To be Discussed
 

1

Understanding Investment: Overall perspective, Understanding Investment

Decision: Investment Alternatives: Money Market Securities, Capital Market, Fixed Income, Equity Securities.
 

2

Indirect Investing: What is an investment Company, Major Types, Detail of Indirect Investing, and Investing Internationally?
 

3

Security Markets and Market Indices. How Securities are Traded: Brokerage, How Orders work, Short sales etc.
 

4

The Return and Risk from Investing; Measuring return, global perspective, Measuring Risk
 

5

Portfolio Theory; Dealing with Uncertainty, Introduction to Modern Portfolio Theory, Analyzing Portfolio Risk, Calculating Portfolio Risk
 

6

Portfolio Selection and Asset Allocation, Alternative Methods of obtaining Efficient Frontier; Capital Market Theory

7

Capital Market Theory and Asset Pricing Model; CAPM, SML, APT etc.
 

8

Revision of Common Stock Valuation, Common Stock Analysis and Strategies

Mid Term Exam

  

9

Market Efficiency: Weak, Semi strong, and strong.
 

10

Economy/Market Analysis, Economy and Stock Market Boom, Modeling Market Forecasts

11

Sector/Industry Analysis

12

Company Analysis; Financial Statement Analysis
 

13

Company Analysis: Earning Estimates, P/E Ratio, Fundamental Security Analysis

14

Technical Analysis: Stock Price and Volume Techniques

15

Technical Analysis; Chart Reading

16

Final Term Project Presentation.

Final Term Exam