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Introduction to Investments

Course Number: BA 242
Transcript Title: Introduction to Investments
Created: September 1, 2012
Updated: December 19, 2014
Total Credits: 3
Lecture Hours: 30
Lecture / Lab Hours: 0
Lab Hours: 0
Satisfies Cultural Literacy requirement: No
Satisfies General Education requirement: No
Grading options: A-F (default), audit
Repeats available for credit: 0
Approved delivery mode:


WR 115, RD 115, MTH 20 or equivalent placement test scores

Course Description

Study popular investment vehicles - what they are, how they can be utilized and the risk and return possibilities. Emphasizes stocks and bonds, mutual funds, options and real estate. Examines securities exchanges and the functions of the broker. Prerequisite: WR 115, RD 115, and MTH 20 or equivalent placement test scores. Audit available.

Intended Outcomes

Upon successful completion of Introduction to investments the student will be able to:

  1. Apply the principles of investing, including the concepts of risk and return.
  2. Demonstrate an understanding of the major investment vehicles.
  3. Communicate effectively using basic terminology associated with the investment environment.

Outcome Assessment Strategies

Students will be expected to demonstrate knowledge of the concepts described in the required competencies by any combination of the following:

  1. Class participation.
  2. Written analysis of investment opportunities.
  3. Individual or group projects.
  4. Oral presentations.
  5. Completion of assessment examinations.

Course Content (Themes, Concepts, Issues and Skills)

Themes, Concepts, and Issues

  1. Investment vehicles
  2. Calculation of investment returns
  3. Relationship of risk and return
  4. Compound interest fundamentals
  5. The securities markets
  6. Buying and selling securities
  7. Investing vs speculation

Competencies and Skills

  1. Demonstrate an understanding of the various investment opportunities, including debt securities, stocks and mutual funds.
  2. Explain the workings of the securities markets.
  3. Locate, retrieve and analyze security information.
  4. Analyze basic financial statements.
  5. Recognize speculative investments.
  6. Analyze a commercial real estate project.

Department Notes

Introduction to Investments is designed to expose the student to the financial world of investments. The course provides the student information about primary and secondary markets, the various exchanges and the OTC market. It covers margin trading and short selling, as well as options. Where and how to find security information will be covered. In real estate the student will be exposed to commercial investments, such as apartments.

This course is applicable as elective credit toward an Associate degree and may be transferable to a four-year institution.