The University of Alabama External Degree Program

320-11 Essentials of Investments

3 Hours Administrative Sciences
Instructor: Jan L. Brakefield
Box 870158
University of Alabama
Tuscaloosa, AL 35487
205-348-8722
205-348-6178
jbrakefi@ches.ua.edu

Important Contract Policies

Purpose

Equip the student with a good foundation of the principles and strategies necessary for successfully managing personal assets. Upon completion of the course, the learner will be competent and confident to make decisions and implement plans which will positively influence his/her financial well-being.

Learning Objectives

Course Objective: An overview of the investing environment, tools, and strategies. Students will acquire the skills to conduct an assessment of current issues covered by the media, as well as solid know-how for managing their own investment portfolios.

Methodology

Specific assignments will be mailed to the student. The assigments are a combination of end-of-the-chapter questions and hands-on/experimental projects (such as interviewing a stockbroker, tracking stock prices, using internet sites to conduct research on mutual funds, etc.).
The Contract Director will sned detailed instructions on the assignments and the order in which the assignments should be submitted.

Resources

Textbook: The Tools and Techniques of Investment Planning, Stephan Leimberg, first edition, 2004, The National Underwriter Co.

Evaluation

2 written assignments (end-of-the-chapter questions and investments research activities). The scoring will be 200 points for each, totaling 400 points.
The student and Contract Director will discuss and agree on the research activities during the course of the contract.

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