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Course Syllabus

BUS 1500 Introduction to Investing and Finance

  • Division: Business and Applied Tech
  • Department: Business
  • Credit/Time Requirement: Credit: 3; Lecture: 0; Lab: 0
  • Prerequisites: BUS 1210
  • Semesters Offered: Fall, Spring, Summer
  • Semester Approved: Fall 2024
  • Five-Year Review Semester: Summer 2029
  • End Semester: Summer 2030
  • Optimum Class Size: 20
  • Maximum Class Size: 30

Course Description

This class is designed to provide a comprehensive introduction to personal investing and is suitable for beginners and those looking to enhance their financial knowledge. Students will engage in hands-on activities, including creating a personalized investment plan that reflects their financial goals and risk tolerance. The curriculum covers key topics such as selecting a broker, opening an investment account, and understanding the essential differences between investing and speculation.

Justification

This class is specifically designed to build on the foundational knowledge gained in a personal finance course, with a focused emphasis on wealth creation through effective investing strategies. Recognizing the growing interest among students in deepening their understanding of investment principles, this course has been developed in response to their requests for more specialized content. By expanding on key personal finance concepts, students will learn how to strategically allocate resources and grow their wealth over time. The curriculum aims to equip participants with the practical skills and knowledge needed to navigate the complexities of investing, ensuring they are prepared to make informed decisions that support their financial aspirations.

Student Learning Outcomes

  1. Students will create a personal investment plan.
  2. Students will learn to choose a broker and open an investing account.
  3. Students will understand the difference between investing and speculation.
  4. Students will be able to calculate the time value of money.
  5. Students will become acquainted with different investment options, including the various financial markets and how they operate.
  6. Students will understand mutual funds and how to choose a fund.
  7. Students will gain a basic understanding of tax implications associated with investing.

Course Content

This class is essential for anyone looking to build a strong financial foundation and achieve long-term wealth. By guiding students through the creation of a personalized investment plan and teaching them how to select the right broker and account, the course empowers individuals to take control of their financial futures. Additionally, the distinction between investing and speculation is vital for fostering a mindset focused on sustainable growth rather than risky short-term gains. Learning to calculate the time value of money and understanding various investment vehicles, including mutual funds, further enhances students' financial literacy. Finally, addressing the tax implications of investing equips students with practical knowledge that can significantly impact their overall returns. Overall, this course not only prepares students to navigate the financial landscape confidently but also instills a sense of responsibility in managing their wealth.