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Advanced Fundamental Analysis

I.     Course Prefix/Number: FIS 230

       Course Name: Advanced Fundamental Analysis

       Credits: 3 (3 lecture; 0 lab)

II.    Prerequisite

FIS 101 or FIS 102

III.   Course (Catalog) Description

Course examines the stock and bond markets and their relations to corporations and investors.  Content includes several different investment alternatives and their characteristics, incorporation of actual market conditions and current events into the classroom.  Focus is on time value of money, definition of value, basic characteristics of common stock, relationship between risk and return, and calculation of a stock’s expected return.  Recommended for students who have a basic understanding of macroeconomics and the financial markets.

IV.   Learning Objectives

By the end of the course, students who complete all work satisfactorily will have a working knowledge of the relationship of stocks/bonds and to the financial markets.

V.    Academic Integrity

Students and employees at Oakton Community College are required to demonstrate academic integrity and follow Oakton's Code of Academic Conduct. This code prohibits:

• cheating,
• 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

A.    Investments:  a Review
1.    Concept
2.    Purpose
3.    History
4.    Terms and definitions

B.    Security Analysis:  Approach and Basic Issues
1.    Financial reporting
2.    Portfolio selection and fundamental analysis
3.     Security analysis

C.    Security Analysis
1.    Expectation and valuation theory
2.    Time value of money
3.    Stock calculation

D. Analysis of the Economy and Stock Price Aggregates
1.    Analysis of the economy
2.    Corporate profits
3.    Interest rates

E.    Financial Statements:  The Basis
1.    Accounting principles
2.    Basic concepts
3.    Introduction to basic financial statements

F.    Financial Statement Analysis
1.    Income Statement Analysis
2.    Balance sheet
3.    Cash-flow analysis

G.    Ratio Analysis
1.    Profitability analysis
2.    Solvency analysis
3.    Capitalization analysis

H.  Company Analysis
1.    SWOT analysis
2.    Macroeconomic discussions
3.    Regulatory / Government issues

I.   Market Details

VII.  Methods of Instruction

Lectures, class discussion, readings from textbook, handouts, other books, magazines and newspapers, Internet, and computer assisted instruction.

Course may be taught as face-to-face, media-based, hybrid or online course.

VIII. Course Practices Required

Students will be expected to read the text as well as other source materials, participate in group discussion, be on time for class, attend regularly, and complete exams/quizzes.

IX.   Instructional Materials

Note: Current textbook information for each course and section is available on Oakton's Schedule of Classes.

Varies by instructor.

X.    Methods of Evaluating Student Progress

Exam/quizzes, classroom project, attendance and class participation will be evaluated.  More detail will be given in the Syllabus Supplement. 

XI.   Other Course Information

Services available to students:  Learning Center for tutoring, testing, study skills, academic support for non-native students and students with disabilities; Advising and Counseling Center for academic advisement, personal counseling, career exploration, job placement; Health Services; Financial Assistance; and Library.
 


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.