BA 215– Money & Investment Management:

Manager, Lender, Investor Viewpoint

This course is often taught by multiple instructors. Click on the link below to go to your instructors’ web site.

Madeleine Brady Romero	Jim Byrne
Office: Bexell Hall 311	Office: Bexell Hall 422B

COURSE DESCRIPTION

This course is designed exclusively for non-business students and business minors, integrating financial accounting and financial management from managers’, lenders’, and investors’ perspectives.  Student will gain knowledge of income statements, balance sheets, cash flow statements, and forecasting/budgeting financial statements, with emphasis on analysis and managerial application to real-world companies.  Investment management topics include: time value of money valuation techniques, the functions of capital markets and securities, investment selection and evaluation, and other personal finance applications. 

PREREQUISITES

(1)       No prior coursework required.

(2)       Open to students with Sophomore, Junior, or Senior standing.

(3)       Non-business students only.

MEASURABLE LEARNING OUTCOMES

· Comprehend cash flow versus accrual accounting concepts.

· Analyze basic business transactions and determine effect on accounts & financial statements.

· Develop and interpret income statement, balance sheet, and cash flow statements for planning, performance, evaluation, and control.

· Evaluate the financial positions of organizations through the calculation, application, and interpretation of basic financial ratios, utilizing time-series and cross-sectional analyses.

· Construct and manage personal financial statements and budgets.

· Formulate Excel computer spreadsheets to analyze corporate and personal financial statements.

· Identify the nature of fixed versus variable costs in budgeting.

· Calculate and apply time value of money problems to corporate and personal finance, utilizing a financial calculator.

· Comprehend capital market transactions and sources of short-term and long-term financing.

· Synthesize the interrelationships between personal and corporate financial management, especially as it applies to investments.

· Apply accounting and financial management theories and methods to manage personal investments.