Course Outline

A tentative outline of the upcoming semester can be found below. This is only an estimate, as we may move faster or slower in certain areas.

Week / Dates (# of class days) / Topic
1 / 8/17-8/21 (5) / Class Introductions; SMG Pretest; Getting Started in the SMG; What is a Company; What is a Stock; Stockholders Rights and Responsibilities;
2 / 8/24-8/28 (5) / Identifying Ticker Symbols; What is Risk; How Does Money Grow Over Time; Dividends and Earnings; What is an Exchange/Market;
3 / 8/31-9/4 (5) / Roles in the Industry; Review Day; Before You Invest Test; Selecting Your Investment Pretest; What is Diversification; What is a Bond;
4 / 9/8-9/11 (4) / *SMG Opens* What is a Mutual Fund; What is a P/E Ratio; Considerations Before Buying on Margin;
5 / 9/14-9/18 (4) / Review Day; Selecting Your Investment Test; Tracking Your Investment Pretest;
6 / 9/21-9/25 (5) / What Causes Stock Prices to Change; Buy, Sell, or Hold; Corporate Action;
7 / 9/28-10/2 (5) / What is an index; One Strategy for a Bear Market; Review Day;
8 / 10/5-10/9 (5) / Tracking Your Investment Test; Importance of Planning; Develop a Career Plan; Making a Budget;
9 / 10/13-10/16 (4) / Manage Your Money; Review Day; Chapter 1 Test;
10 / 10/19-10/23 (5) / Plugging the Leaks; Protecting Yourself; A Car and a House;
11 / 10/26-10/30 (5) / Review Day; Chapter 4 Test;
12 / 11/2-11/4 (3) / Ethics Activities;
13 / 11/9-11/13 (5) / Investwrite; Investment Principles
14 / 11/16-11/20 (4) / Search for Companies to Study; The annual Report; Income Statement and Balance Sheet;
15 / 11/23-11/14 (2) / Review Day; Chapter 5 Test;
16 / 11/30-12/4 (5) / How Successful was my Strategy; Investment Fraud; Portfolio Workdays/Investwrite prompts due
17 / 12/7-12/11 (5) / Catch up Days *SMG Ends*
18 / 12/14-12/17 (2) (Finals) / 12/14-Review 12/17-Final Exam