lesson plan

Weekly Lecture Plan

Lecture NO.

Topics to be covered

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