Finance 304

Ch 1. Overview of Investment Basics
	Lesson 1 – What is a Financial Investment? – Definition, Types & Examples	Take Quiz
	Lesson 2 – The History of Capital Markets	Take Quiz
	Lesson 3 – Types of Financial Institutions: Definition, Examples & Roles	Take Quiz
	Lesson 4 – Financial Markets & Goods Markets	Take Quiz
	Lesson 5 – Financial Markets: Types & Characteristics	Take Quiz
	Lesson 6 – Securities Markets and Investment Bankers	Take Quiz
	Lesson 7 – Asset Classes: Definition & Examples	Take Quiz
	Lesson 8 – Types of Financial Assets: Money, Stocks & Bonds	Take Quiz
	Lesson 9 – What is a Stock? – Definition, Types & Examples	Take Quiz
	Lesson 10 – Bonds: Types, Characteristics and Issuing Procedures	Take Quiz
	Lesson 11 – Government Securities: Definition, Types & Examples	Take Quiz

Go to chapter Overview of Investment Basics

Practice test: Overview of Investment Basics

Ch 2. History of Investment Regulation
	Lesson 1 – The Great Depression: Timeline, Causes & Impact	Take Quiz
	Lesson 2 – What was the Great Recession? – Timeline, Facts, Causes & Effects	Take Quiz
	Lesson 3 – The Securities & Exchange Commission: Definition, History & Purpose	Take Quiz
	Lesson 4 – Securities Act of 1933: Rule 144 & Section 11	Take Quiz
	Lesson 5 – Financial Crises of the 20th & 21st Centuries	Take Quiz
	Lesson 6 – The Sarbanes-Oxley Act: Definition and Explanation	Take Quiz
	Lesson 7 – Securities Fraud & Insider Trading: Definition, Regulations & Penalty	Take Quiz
	Lesson 8 – Antitrust Law: Definition, Types & Outline	Take Quiz

Go to chapter History of Investment Regulation

Practice test: History of Investment Regulation

Ch 3. Asset Valuation & Financial Reporting
	Lesson 1 – The Balance Sheet: Purpose, Components & Format	Take Quiz
	Lesson 2 – The Statement of Cash Flows: Purpose, Format & Examples	Take Quiz
	Lesson 3 – Preparing the Basic Income Statement and Statement of Retained Earnings	Take Quiz
	Lesson 4 – Expected & Unexpected Returns on Assets: Definition & Examples	Take Quiz
	Lesson 5 – Net Present Value: Evaluating Estimates	Take Quiz
	Lesson 6 – Liquidity Ratio: Definition, Calculation & Analysis	Take Quiz
	Lesson 7 – Estimating the Value of a Company	Take Quiz
	Lesson 8 – Calculate the Intrinsic Value of a Firm	Take Quiz
	Lesson 9 – Using Regression Analysis in Business	Take Quiz
	Lesson 10 – The Purpose of Notes on Financial Statements	Take Quiz
	Lesson 11 – External Audits of Financial Statements	Take Quiz

Go to chapter Asset Valuation & Financial Reporting

Practice test: Asset Valuation & Financial Reporting

Ch 4. Debt Securities & Security Analysis
	Lesson 1 – Debt Securities: Definition & Examples	Take Quiz
	Lesson 2 – Calculating Total Equity: Definition & Formula	Take Quiz
	Lesson 3 – Fundamental Analysis: Definition & Examples	Take Quiz
	Lesson 4 – Fundamental vs. Technical Analysis	Take Quiz
	Lesson 5 – Options Basics: Stocks, Payoffs & Puts & Calls	Take Quiz
	Lesson 6 – Stock Warrants vs. Stock Options	Take Quiz
	Lesson 7 – How Option Characteristics Affect Securities Prices	Take Quiz
	Lesson 8 – What Are Exempt Securities and Transactions? – Definition & Types	Take Quiz
	Lesson 9 – 130/30 Ratio in Investing: Definition & Examples	Take Quiz
	Lesson 10 – Capital Asset Pricing Model (CAPM): Definition, Formula, Advantages & Example	Take Quiz
	Lesson 11 – The Dividend Growth Model	Take Quiz
	Lesson 12 – Discounted Cash Flow Analysis	Take Quiz
	Lesson 13 – How to Calculate Payoffs to Option Positions	Take Quiz
	Lesson 14 – Models for Analyzing Security Returns	Take Quiz

Go to chapter Debt Securities & Security Analysis

Practice test: Debt Securities & Security Analysis

Ch 5. Stock Markets, Bonds & Mutual Funds
	Lesson 1 – Investment Vehicles: Definition, Examples & Characteristics	Take Quiz
	Lesson 2 – Stock Market: Definition & Indices	Take Quiz
	Lesson 3 – What is a Mutual Fund? – Definition, Types, Advantages & Examples	Take Quiz
	Lesson 4 – Investment Opportunities in Mutual Funds and Exchange-Traded Funds	Take Quiz
	Lesson 5 – Growth vs. Balanced Mutual Funds	Take Quiz
	Lesson 6 – Understanding Retirement and Pension Plans	Take Quiz
	Lesson 7 – What Is a Hedge Fund? – Definition, Structure & Examples	Take Quiz
	Lesson 8 – What Are Money Market Funds? – Definition, Types & Examples	Take Quiz
	Lesson 9 – What are Corporate Bonds? – Definition & Examples	Take Quiz
	Lesson 10 – What Are Treasury Bonds? – Definition & Rates	Take Quiz
	Lesson 11 – What Are Municipal Bonds? – Definition, Types & Examples	Take Quiz
	Lesson 12 – Moody’s vs. Standard & Poor’s Bond Ratings	Take Quiz
	Lesson 13 – What Are Commodities? – Definition, Types & Examples	Take Quiz
	Lesson 14 – Required Assignments Reminder

Go to chapter Stock Markets, Bonds & Mutual Funds

Practice test: Stock Markets, Bonds & Mutual Funds

Ch 6. Derivative Markets, Options & Swaps
	Lesson 1 – Derivative Markets: Types & Characteristics	Take Quiz
	Lesson 2 – What is a Forward Contract? – Definition & Examples	Take Quiz
	Lesson 3 – What are Futures Contracts? – Definition & Examples	Take Quiz
	Lesson 4 – Fundamentals of Option Valuation	Take Quiz
	Lesson 5 – Valuation of Futures Contracts	Take Quiz
	Lesson 6 – What Is an Option Contract? – Example & Definition	Take Quiz
	Lesson 7 – What is a Swap Contract? – Definition & Examples	Take Quiz
	Lesson 8 – Uses of Derivatives in Portfolio Management	Take Quiz

Go to chapter Derivative Markets, Options & Swaps

Practice test: Derivative Markets, Options & Swaps

Ch 7. Analyzing Portfolio Performance
	Lesson 1 – Investment Portfolios: Development & Analysis	Take Quiz
	Lesson 2 – Investment Portfolios: Asset Allocation & Diversification	Take Quiz
	Lesson 3 – Goals of Portfolio Management	Take Quiz
	Lesson 4 – Passive vs. Active Portfolio Management	Take Quiz
	Lesson 5 – Investment Styles in Portfolio Performance Management	Take Quiz
	Lesson 6 – How to Evaluate Stocks for Investment	Take Quiz
	Lesson 7 – Investment Analysis Tools	Take Quiz
	Lesson 8 – How to Calculate Current Yield: Definition, Formula & Graph	Take Quiz
	Lesson 9 – Determinants of Bond Yields	Take Quiz
	Lesson 10 – Bonds: Understanding Investment Performance	Take Quiz
	Lesson 11 – How to Calculate Yield to Maturity: Definition, Equation & Example	Take Quiz
	Lesson 12 – Interest Rate Risk: Definition, Formula & Models	Take Quiz
	Lesson 13 – Present and Future Value: Calculating the Time Value of Money	Take Quiz
	Lesson 14 – Portfolio Weight, Return & Variance: Definition & Examples	Take Quiz

Go to chapter Analyzing Portfolio Performance

Practice test: Analyzing Portfolio Performance

Ch 8. Investment Portfolio Theory
	Lesson 1 – Modern Portfolio Theory: Definition & Examples	Take Quiz
	Lesson 2 – Return on Investment: Definition, Formula & Example	Take Quiz
	Lesson 3 – Computing and Interpreting Return on Assets	Take Quiz
	Lesson 4 – Investment Risks: Definition & Types	Take Quiz
	Lesson 5 – Risk-Return Analysis: Definition & Methods	Take Quiz
	Lesson 6 – How to Calculate Risk Premium: Definition & Formula	Take Quiz
	Lesson 7 – Systematic & Unsystematic Risk: Definition & Examples	Take Quiz
	Lesson 8 – Using the Systematic Risk Principle & Portfolio Beta	Take Quiz
	Lesson 9 – How to Reduce Investment Risks	Take Quiz
	Lesson 10 – Efficient Market Hypothesis: Definition & Implications	Take Quiz
	Lesson 11 – Five Principal Risk Measures in Risk Management	Take Quiz
	Lesson 12 – Predictive Analysis: Definition & Examples	Take Quiz
	Lesson 13 – The Security Market Line: Definition & Uses	Take Quiz
	Lesson 14 – Common Measures of Risk in Risk Management	Take Quiz
	Lesson 15 – International Investing Portfolio Strategy	Take Quiz

Go to chapter Investment Portfolio Theory

Practice test: Investment Portfolio Theory

Ch 9. The Investment Process
	Lesson 1 – Trading Securities on the Stock Exchange	Take Quiz
	Lesson 2 – Stocks: Understanding Investment Performance	Take Quiz
	Lesson 3 – Stock Transactions: Definition, Types & Examples	Take Quiz
	Lesson 4 – What is Value Investing?	Take Quiz
	Lesson 5 – What is Growth Investing?	Take Quiz
	Lesson 6 – What is Momentum Investing?	Take Quiz
	Lesson 7 – Capital Market Efficiency & Price Behavior	Take Quiz
	Lesson 8 – How to Calculate Earnings Per Share: Definition & Formula	Take Quiz
	Lesson 9 – Taxes on Investments: Types, Rates & Examples	Take Quiz

Go to chapter The Investment Process

Practice test: The Investment Process

Ch 10. Required Assignments for Finance 304
	Lesson 1 – Security Analysis & Portfolio Management: Assignment 1 – Investment Strategy Proposal

Go to chapter Required Assignments for Finance 304