Regular on-campus/online 16-week course
Catalog Description: An overview of the essential elements of intelligent investing. Coverage includes stocks, bonds, exchange traded funds, mutual funds, stock screening, fundamental and technical analysis, valuation, market and industry analysis, macroeconomic indicators, investing strategies, and portfolio construction. Prerequisites: Senior or Graduate Standing.
The following lecture schedule contains a listing of the topics to be discussed during each class period, as well as the dates that homework will be assigned and due. Students will be notified in Canvas, by email, and/or alerted in class when significant changes are made to the lecture schedule.
Spring 2025 Lecture Schedule
| Week and Lecture Dates | Lecture Topic | Homework Assignments (due on the posted date by 12:00 pm noon CST) |
| Week 1 L1: 01/21/25 L2: 01/23/25 | · Course Introduction · Sources of Investment Information and Data · Introduction to Intelligent Investing | |
| Week 2 L3: 01/28/25 L4: 01/30/25 | · Stock Classifications and Market Indexes · How Securities are Traded | |
| Week 3 L5: 02/04/25 L6: 02/06/25 | · How Securities are Traded · Mutual Funds | Homework 1 Assigned on 02/06/25 |
| Week 4 L7: 02/11/25 L8: 02/13/25 | · Mutual Funds · Exchange Traded Funds (ETFs) | |
| Week 5 L9: 02/18/25 L10: 02/20/25 | · Bonds and Fixed Income | Homework 1 Due on 02/20/25 Homework 2 Assigned on 02/20/25 |
| Week 6 L11: 02/25/25 L12: 02/27/25 | · Fundamental Analysis · Financial Statement Analysis | |
| Week 7 L13: 03/04/25 L14: 03/06/25 | · Utilizing Financial Ratios · Stock Valuation Models (Relative Valuation) | Homework 2 Due on 03/06/25 Homework 3 Assigned on 03/06/25 |
| Week 8 L15: 03/11/25 No Lecture on 03/13/25 | · Stock Valuation Models (Intrinsic Valuation) · No Lecture 03/13/25: St. Pats Break | |
| Week 9 L16: 03/18/25 L17: 03/20/25 | · Popular Investment Strategies · Popular Investment Strategies | Homework 3 Due on 03/20/25 Homework 4 Assigned on 03/20/25 |
| Week 10 No Lectures on 03/25/25 and 03/27/25 | No Lectures 03/25/25 and 03/27/25: Spring Break | |
| Week 11 L18: 04/01/25 L19: 04/03/25 | · Stock Screening · Efficient Market Hypothesis · Behavioral Finance | |
| Week 12 L20: 04/08/25 L21: 04/10/25 | · Behavioral Finance · Technical Analysis | Homework 4 Due on 04/10/25 Homework 5 Assigned on 04/10/25 |
| Week 13 L22: 04/15/25 L23: 04/17/25 | · Real Estate Investment Trusts (REITs) · Commodities | |
| Week 14 L24: 04/22/25 L25: 04/24/25 | · Cryptocurrencies · Monetary Policy and Fiscal Policy · Macroeconomic Analysis | Homework 5 Due on 04/24/25 Homework 6 Assigned on 04/24/25 |
| Week 15 L26: 04/29/25 L27: 05/01/25 | · Sector and Industry Analysis · Diversification and Portfolio Construction | |
| Week 16 L28: 05/06/25 No Lecture on 05/08/25 | · Retirement Planning No Lecture 05/08/25: Homework 6 Due | Homework 6 Due on 05/08/25 |
| Week 17 05/13/25 No Lectures | No Lectures: Finals Week |