FIN 115 - Introduction to Investments

Credits: 3

Description
Major types of investment securities and the markets in which they are traded. Mechanics of making an investment, including basic analytical and valuation techniques and a survey of investment literature and terms.

Student Learning Outcomes

Define the basic principles for portfolio management.
Describe the principle types of investment vehicles including short-term vehicles, common stock, real estate tangibles, mutual funds and preferred stock.
Understand variable and fixed annuities as well as single premium life insurance.
Discuss and understand the investing process as well as the role of the stockbroker.
Describe the basic types of securities markets and the characteristics of organized exchanges.
Understand the concept of return and the forces that affect the investor’s level of return.
Explain the basic investment attributes of bonds and their appeals.
Understand the behavior of market interest rates.

Prerequisite: None