BBA422: Investments

Credit Hours:
3
Estimated Hours Per Week:
12

Overview

This course focuses on developing skills for optimizing a firm's revenue from investments in financial assets like stocks, bonds, and derivative securities, including futures and options. Students will determine the value of assets in these markets and develop strategies that can be used to achieve specific investment goals. Students will investigate a wide range of related topics including:

  • Financial theories and investment strategies
  • Money market instruments, bonds, and common stock
  • Convertibles, TIPS, and preferred shares
  • Derivatives, futures, options, and swaps

The course project is an Investment Portfolio: Determining Investment Goals, Strategy, Allocation, and Purchases. Students will develop a complete investment portfolio for a fictional company based in a specific industry.

Course Learning Objectives

Upon successful completion of this course, students will be able to:

  • Explain major financial theories, concepts, and terms, including portfolio selection theory, CAPM, APT, call and put options, futures contracts, technical analysis, present value, and the risk-return tradeoff.
  • Use financial theories, concepts, and terms to critique investment strategies.
  • Apply financial theories, definitions, and concepts to a realistic investment scenario.
  • Create and defend a fictional investment portfolio that includes financial goals, strategies, allocation, and purchases designed to meet those goals.
ENROLLMENT
To enroll in this course, please complete the online application.

Special Requirements

Digital Resource Management (DRM) plugin, downloaded directly from the course pack web site.

Required Texts
BBA422 texts are available from the JIU/Follett Bookstore