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BUS-156 - Introduction to Investments - John J Francis

Course:Introduction to Investments
Professor:John J Francis
  • Online
Course Length:
  • Applies to All Course Lengths


Professor John Francis


My name is Professor John Francis and welcome to BUS156 Introduction to Investments.

This class will give you the basics of investing and help you develop your own investment strategy to live your desired lifestyle.  Investments provide another revenue stream for us and allows us to have our money work and grow for us.  They are an important part of planning for our future financial security.  I look forward to working with you and answering questions during our class. 

Please contact me with any questions.

I look forward to seeing you online!

Best regards,

Professor John Francis


Course Description

Introduces the principles of investing and portfolio management as primarily related to the stock market, including the various types of financial assets an investor must choose from, as well as related institutional settings and valuations.

Student Learning Outcomes

1.  Analyze financial investment concepts to evaluate investment transactions.

Course Objectives

1.  Differentiate between various types of financial investments, such as common and preferred stocks, bonds, commercial paper, mutual funds, and options.

2.  Calculate Earnings Per Share (EPS), Price/Earnings Ratio, Bond Yields, and mutual fund Net Asset Value.

3.  Evaluate the risk level of various investments relative to their potential return.

4.  Evaluate the appropriateness of an investment relative to an individual’s risk tolerance.

5.  Describe, in writing, the basic types of securities markets and the characteristics of both organized exchanges and the over-the-counter market.

6.  Explain the characteristics, interpretation, and uses of the commonly cited market averages and indices.

7.  Measure the value of different investments by utilizing time value of money techniques to discount cash flows.

8.  Explain the investor behavior and market efficiency assumptions upon which the Capital Asset Pricing Model is based.

9.  Analyze the impact of inflation and taxes on investor behavior.

10.  Examine global securities markets, and evaluate their risk/return relative to the domestic markets.

11.  Evaluate stock market returns from an historical perspective, and assess how current market performance measures up to historical standards.

12.  Differentiate between the fundamental analysis and technical analysis approaches to stock selection, and apply them to the calculation of stock values.

13.  Explain the concept of Modern Portfolio Theory and use it to evaluate the impact of diversification to reduce investment risk.

14.  Assess the risk and judge the appropriateness of non-financial investments, such as precious metals, real estate, artwork, and collectibles

15.  Explain the ethical considerations financial advisers should follow when recommending financial strategies and/or investments for customers.

What to Expect in this Course

This class will answer your questions regarding investments and developing your portfolio.  We will discuss and explore different investment types and the implications on our income and future financial status.  We also will discuss the impact of taxes and how they impact our investment strategies. 

This course will include weekly assignments and have weekly readings.

A computer will be required.  We will be using weekly to practice investment strategies.  This provides a hands-on approach to investing.

There will also be an Investment Analysis Project.  Students will complete an investment analysis and present findings. Strategies and methods discussed in class will be used.

Types of Assessments

Assessments will include class participation (via discussion boards), written assignments, an investment analysis project, and exams. There will be two midterms and one final exam. Exams will be completely online. No webcam or proctoring software is required. We also use to practice investment strategies and techniques.

Textbook Information

We use the textbook every week and reading is required.

Supplemental material may be provided as well.

A computer will be required to access 

There is no cost to access

Other Relevant Course Information

Students who do well in this class:

Additional Resources


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Online Education

Check out the Online Education website for more information on a variety of topics that can help you be a successful online student such as: exam proctoring, learning styles, computer skills, and tips for student success. If this is your first online course, feel free to take our online learning readiness assessment to assess your skills.

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Last updated: 07/22/2021 Sub#: 405