Catalog Course Search Details

 Department:    BUS

 Course #:    212

 Credits:    3

 Variable:     No

 IUs:    3

 CIP:    520101

 EPC:    n/a

 REV:    2019

 Course Description  

Continuation of BUS 112 for those who have had some investment experience. Stocks, bonds, warrants, options, commodities, investment trusts, real estate, retirement plans, tax shelters and estate planning.

 Prerequisite  

Prerequisite: BUS 112 or instructor's permission.

Contact Hours (based on 11 week quarter)

Lecture: 33

Lab: 0

Other: 0

Systems: 0

Clinical: 0

Intent: Distribution Requirement(s) Status:  

Academic Elective  

Equivalencies At Other Institutions

Learning Outcomes

After completing this course, the student will be able to:

1. Know the power of compound interest
2. Invest wisely in stocks, bonds, warrants, options, commodities, investment trusts, real estate, retirement plans and tax shelters.
3. Read the financial pages (stocks, bonds, warrants, options, commodities)
4. Select and set up a retirement plan(s) (IRA, Keogh, 403(b), 401(k), 457, thrift savings)
5. Choose the appropriate tax shelter(s) (annuities, life insurance, municipal bonds, real estate, parnerships, owning a business)

General Education Learning Values & Outcomes

Revised August 2008 and affects outlines for 2008 year 1 and later.

Course Contents

1. Compound interest, tax brackets, margin, selling short, references
2. Stocks (using the Value Line method)
3. Bonds (money market, treasurys, corporates and convertibles)
4. Warrants and options
5. Commodities
6. Investment trusts (unit, closed-end and open-end)
7. Real estate (Nickerson formula, leverage, valuation, property analysis)
8. Retirement plans and tax shelters
9. Dealing with a broker, building a portfolio, asset allocation
10. Estate planning