INVESTMENT MANAGEMENT

Bachelors Degree in Financial Management

FIN 200

Breyer State University
Instructor: David M. Kolenich Ph.D, MBA, BBA, BS.

SYLLABUS

COURSE OVERVIEW: Welcome to Investment Management, a Bachelor Level course in the curriculum for the Degree, Bachelor of Financial Management. I am pleased to instruct you in this course, which will be a foundational course for the remainder of your studies in the bachelor program.

This is an exciting course, a course that brings to life the various investment vehicles that are available in today's complex financial environment. And what a complex financial atmosphere it has become. With over 11,000 mutual funds to choose from, finding the right ones can be both a daunting and an intimidating task.

This course solves all of the abovementioned problems by explaining how to pick and buy and sell stocks, bonds, and mutual funds. It defines a mutual fund and explains what are acceptable fees and expenses ratios. It illustrates the various types of bonds and clarifies bond strategies. It simplifies 401K programs and Roth IRA retirement plans.

There are many reasons for wanting to learn about investing: you may be a banker who needs to train managers to give investment advice; you may be an investment advisor who needs to advise clients on the various investment vehicles; or you may be just an individual investor who needs to increase his/her knowledge on mutual funds or bonds. But the most obvious reasons to learn about investing are the simplest ones; you learn about investing to make dreams come true, to buy a house, to own a car, to purchase a business, to pay for a college education, and, most importantly, to make the lives of your children easier.

I know you will enjoy this course. Please learn as much as you can as you progress through it, as it does lay down a solid foundation for the rest of the curriculum. It is my pleasure to have you in the course.

TIME FRAME: This is a five-semester hour course. This course is allotted ten weeks of time. You must complete all of the requirements for the course successfully by the end of the ten-week period. The first day of week one will begin the day that you register for the course, or the day which you notify me that your textbook has arrived and you are ready to begin your studies. Please be cognizant of the time frame. It is rare that extensions of time are permitted, unless you have good justification. Upon successful completion of this course, you will be awarded five semester hours of credit.

TEXTBOOKS: There is one (1) required textbook for this course.

Book 1: The Everything Investing Book. By Rich Mintzer and Annette Racond. Holbrook, MA.; Adams Media Corporation: 1999. ISBN # 1-58062-149-X.

	» Click Here to Enter
» Additional Student Resources at StudyTactics

EXAMINATIONS: There is one examination for this course, a final examination that must be taken by the end of the ten0th week. The exam covers the material in the book, "The Everything Investing Book by Rich Mintzer and Annette Racond."

The exam is programmed and is located in the classroom for this course. The examination is "open book" objective type. You will have one (1) day to complete your exam, once you access it from the classroom. To access the exam, you must send me an email and request to have access to the exam. Upon registration, you will receive my email address. I will then program your access in. You will receive an email back from me telling you that you are now authorized to go ahead and to access your exam. To access, you will come into the classroom, click on testing, and click on the exam you are taking. You will need your User ID and PASS WORD to access the exam. The exam will appear on your screen. Once you access the exam, you have one day to submit your answers. The program provides me the exact date and time that you accessed the exam. The program also notifies me of the exact date and time that you submitted your answers. Thus, the program is timing you. When you are ready, go back into the classroom and click in your responses and then click submit. Shortly, you will receive the exam in your email box with your computed score. You will also know what questions, if any, that you missed, and what the correct answer is. I also receive a copy of your exam and your score.

GRADING: The grading scale for this course is as follows:

90-100%    = A
80-89%      = B
70-79%      = C
Below 70% = Fail

The final examination will compose 50% of the course grade and your written paper will compose the other 50% of your grade.

The grading sheet for all written papers is as follows:

CONTENT: Weight 48%.

1. Content is comprehensive, accurate and/or persuasive.
2. Major points are stated clearly, and are supported by specific details, examples, and/or analysis.
3. Research is adequate for the topic.
4. The context and purpose of the writing is clear.

ORGANIZATION: Weight 28%.

1. The introduction provides sufficient background on the topic and previews major points.
2. The structure of the paper is clear and easy to follow.
3. The paper's organization emphasizes the central theme or purpose and is directed.
4. The conclusion reviews the major points.

FORMAT/GRAMMAR: Weight 12%.

1. Spelling is correct.
2. Word usage is correct.
3. Punctuation is correct.

READABILITY/STYLE: Weight 12%.

1. Sentences are complete, clear, and concise.
2. The tone is appropriate to the content and assignment.
3. Development of each paragraph provides one idea per paragraph and provides consistency and flow.

COMMUNICATION: You are encouraged to communicate with me. I am available as a teacher, coach, and mentor to assist you in meeting your goals for this course. Primarily, communication is through email. However, I am also available for conversation by telephone if you would like. Our classroom for this course has a "chat" room. I am also very willing to meet with you one-on-one in the chat room at your request. From time to time, depending on how many students are enrolled in this course at a particular time, we will have some scheduled group chats. You will receive more detailed information at the time such chat sessions are scheduled. Please keep my email address handy so that you can contact me whenever necessary. If at any time during this course you change your email address, please be sure to notify me right away.

WRITTEN ASSIGNMENTS: There is one written assignment for this course. You will have to write a ten-page (minimum) paper on the book "The Everything Investing Book" by Rich Mintzer and Annette Racond. This paper must be double-spaced with 1.5-inch margins. Half of the paper will be written on the various types of stocks which can be found on pages 51-67 in the book. In this paper explain about the types of stocks and explain their risk level for the various age levels of investors. The other five pages will be composed on mutual funds which can be found on pages 109-124 in the book. In this paper you must explain the roll of fund managers, the costs involved with mutual funds, and the volatility of mutual funds. I must download your ten-page paper by the end of the 5th week of the course.

ABOUT YOUR INSTRUCTOR: I, David M. Kolenich, MBA, BBA, BS., currently teach undergraduate and graduate courses at Breyer State University. I hold a degree in Masters in Business Administration, one in Bachelor of Science in Business Administration, and one in Bachelor of Food Service Management. I have owned and operated my own restaurant, managed various other large volume restaurants and hotels, managed businesses related to the steel industry, bought and sold real-estate, and have been an officer in various labor relation committees for eight years. I have been an active handball player for over twenty years, winning many state and local tournaments. In 1987, I won the United States Handball Association's National "C" Crown. I am also an avid Table Tennis player, again, winning many tournaments. I am the author of two books, one in finance and one in fiction. Both are currently under review in New York.

COURSE OBJECTIVES: Upon completion of this course, you will be able to:

1). Understand the breath and scope of investing.
2). Evaluate the fundamentals of asset allocation.
3). Navigate the minefield of risk.
4). Learn how to set up an effective portfolio.
5). Understand how to develop stock-picking techniques.
6). Understand the art of handling the various types of stocks.
7). Understand methods to buy and sell stocks.
8). Understand keys to investing success in the coming decade.
9). Learn about the various equity funds.
10). Understand modes of choosing, buying and selling mutual funds.
11). Acquire the expertise of measuring a mutual bond funds performance.
12). Get the most out of your Roth IRA and 401K program.

ASSIGNMENTS: For specific assignments, please click on the link "Assignments."

Apply	Pay Online	Refund Policy
Payment Plan	Email for Info	Register for a Course