|
|
|
|
|
|
|
|
|
|
|
|
|
BA 215 – Money & Investment Managements
Course Syllabus – Fall 2008
Instructor: Melinda Perez
Office: 338 Bexell Hall
Phone: 737-8631
Office Hours: Mondays, 2:30 – 3:30pm,
or by appointment.
Email: mindy.Perez@bus.oregonstate.edu
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 (4 credits).
COURSE MATERIALS:
- Understanding Financial Statements (Eighth Edition),
Lyn M. Fraser, Aileen Ormiston,
Publisher: Prentice Hall
- Finance for Non-Financial Managers, Gene Siciliano, Publisher: McGraw Hill
- Additional materials will be
available throughout the term on Blackboard.
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.
INSTRUCTOR ACCESS: Office hours are listed above and you are welcome anytime my office door is open. Please see me immediately if you are having difficulty with any aspect of the course – it is important that you do not fall behind. Email is the best and quickest way to reach me. For privacy reasons, email must be sent to me via your OSU (ONID) email account. Emails from other accounts will not be read or responded to. I will use Blackboard to communicate with the class, including posting class examples, changes in assignments, and occasionally for homework tips. Students are expected to check Blackboard daily.
GRADING: Your course grade will be based on the following components:
|
|
Points |
|
|
Homework/class participation (maximum points) |
100 |
33.3% |
|
Midterm #1 |
50 |
16.7% |
|
Midterm #2 |
50 |
16.7% |
|
Final Exam |
100 |
33.3% |
|
Total points |
300 |
100.0% |
Calculation of Overall Grade: I intend to grade on a scale no stricter than the following:
90% = A- ; 80% = B- ; 70% = C- ; 60% = D-.
These cut-off points may be lowered, but they will not be raised.
Homework, Assignments, and Examinations:
Homework: Homework problems are due on the day and time indicated on the class schedule. Homework must be completed in Excel or Word; handwritten homework will not be accepted. Homework will be reviewed in class on the due date. Late homework will not be accepted.
All Exams:
o There will be two mid-terms and one comprehensive final exam. Theses will consist of multiple-choice questions.
o Exam dates may change if we need to adjust the schedule.
o There will be no make-up for mid-term exams.
o All exams (midterm and final) will be retained by the department. Failing to turn in all or part of an exam, or copying an exam in any way will be considered academic dishonesty (see below).
o All material in the text is eligible for examination regardless of its inclusion in class discussion. All material discussed in class is eligible for examination regardless of its inclusion in the text.
Final Exam: The final exam is scheduled for 7:30am on Monday, December 8. It will consist of multiple choice questions. If you become aware of a conflict that might cause you to miss the final exam, you must inform me before October 31. One (and only one) make-up exam will be scheduled, following the regularly-scheduled exam. Only students with a valid excuse for missing the regularly-scheduled final exam are eligible to take the make-up exam, and documentation of the reason for missing the exam will be required.
All Coursework: Points will be posted frequently on Blackboard. Appeals of grades on Assignments, Quizzes, Examinations, etc. must be made in writing (email) within one week from the date that the assignment/quiz/exam is returned or grades are posted. Please submit a written explanation of why you feel that your grade is in error.
Conduct: Students are expected to be courteous to each other and the instructor, and in general, behave in a professional manner in class. Please keep the side conversations to a minimum and turn your cell phones off during class. No headphones may be used during class. Students using a cell phone during class will be asked to leave for the day. If you need to leave during class, please exit quietly.
Students are expected to be familiar with and to follow the College of Business Code of Conduct: http://www.bus.oregonstate.edu/about/cobcodeofconduct.htm
Academic Integrity: Any case of academic dishonesty may result in an F in the course. This action is allowed by Academic Regulations. I expect you to know and understand these policies and regulations. If there is any doubt about their meaning and interpretation, ask for an explanation. Information on academic integrity may be found in the COB Code of Conduct, and in the university’s policies on academic dishonesty. All cases of suspected academic dishonesty will be handled in strict accordance with University and College policy.
Students with disabilities: Accommodations are collaborative efforts between students, faculty and Services for Students with Disabilities (SSD). Students with accommodations approved through SSD are responsible for contacting the faculty member in charge of the course prior to or during the first week of the term to discuss accommodations. Students who believe they are eligible for accommodations but who have not yet obtained approval through SSD should contact SSD immediately at 737-4098.
Discrimination or Harassment: Discrimination or harassment will not be tolerated in the classroom. Most cases of discrimination or harassment violate Federal and State laws and University Policies and Regulations. Intentional discrimination or harassment will be referred to the Affirmative Action Office and dealt with in accordance with the appropriate rules and regulations.
Unintentional discrimination or harassment is just as damaging to the offended party, but it usually results from people not understanding the impact of their remarks or actions on others, or insensitivity to the feelings of others. We must all strive to work together to create a positive learning environment. This means that each individual should be sensitive to the feelings of others and tolerant of the remarks and actions of others. If you find the remarks and actions of another individual offensive, please bring it to their attention. If you believe those remarks and actions constitute intentional discrimination or harassment, please bring it to your instructor's attention.
**CLASS SCHEDULE IS ON THE NEXT PAGE**
WARNING: This schedule is subject to change at the discretion of the instructor. It is the student’s responsibility to keep track of all pertinent changes and to advise the instructor of any classes they anticipate missing.
