Principles of Fundamental Analysis
I. Course Prefix/Number: FIS 130
Course Name: Principles of Fundamental Analysis
Credits: 3 (3 lecture; 0 lab)
III. Course (Catalog) Description
IV. Learning Objectives
V. Academic Integrity
• plagiarism (turning in work not written by you, or lacking proper citation),
• falsification and fabrication (lying or distorting the truth),
• helping others to cheat,
• unauthorized changes on official documents,
• pretending to be someone else or having someone else pretend to be you,
• making or accepting bribes, special favors, or threats, and
• any other behavior that violates academic integrity.
There are serious consequences to violations of the academic integrity policy. Oakton's policies and procedures provide students a fair hearing if a complaint is made against you. If you are found to have violated the policy, the minimum penalty is failure on the assignment and, a disciplinary record will be established and kept on file in the office of the Vice President for Student Affairs for a period of 3 years.
Details of the Code of Academic Conduct can be found in the Student Handbook.
VI. Sequence of Topics
B. Relationship to Other Methods of Analysis
C. Uses of FA in Different Types of Markets
D. Creation of US Stock Market
E. Professional Analysis and the Public Advantage
F. Four Aspects to Complete and Concise Analysis
G. Fundamental Methods of Security Analysis
H. Security Analysis and Investment Strategy
I. Financial Statements
J. Balance Sheet
K. Income Statement
L. Evaluate Financial Performance
M. Liquidity and Solvency Ratios
N. Measuring Earning Strength
O. Earnings Ratios
P. Using Ratio Analysis
Q. Evaluating the Economy and Industry
VII. Methods of Instruction
Course may be taught as face-to-face, media-based, hybrid or online course.
VIII. Course Practices Required
IX. Instructional Materials
Varies by instructor.
X. Methods of Evaluating Student Progress
XI. Other Course Information
If you have a documented learning, psychological, or physical disability you may be entitled to reasonable academic accommodations or services. To request accommodations or services, contact the Access and Disability Resource Center at the Des Plaines or Skokie campus. All students are expected to fulfill essential course requirements. The College will not waive any essential skill or requirement of a course or degree program.