ECON 132A Syllabus Fall 2014 1 
UNIVERSITY OF CALIFORNIA, IRVINE
RAFFAELE B. MARI, CPA, CFP®, CGMA®, PFS
ECON 132A
INTRODUCTION TO FINANCIAL INVESTMENTS
FALL 2014
TUESDAYS & THURSDAYS
2:00 P.M. - 3:20 P.M.
SYLLABUS
INTRODUCTION TO FINANCIAL INVESTMENTS
ECON 132A
Day/Class time: Tuesdays and Thursdays, 2:00PM - 3:20 PM
Location: HH 178
Professor’s Name: Raffaele B. Mari, CPA, CFP®, CGMA®, PFS
E-mail address: rmari@uci.edu Office Room #: SSPB 3221
Office Phone: 949.824.5788
Office Hours: Thursdays 5:00PM – 6:00PM
Course Description ECON 132A is a course in investment analysis. The course introduces institutional aspects of securities, securities markets, and emphasizes security valuation and how risk/return tradeoffs of assets determine their values. Current theories of and developments in capital markets theory are appropriately addressed in class discussion. The class lectures will, in general, concentrate on the analytical material of the course. Learning “Investment Analysis” demands extensive individual effort outside of class.
Course Objectives and Expected Outcomes Upon the successful completion of the course, the student should be able to demonstrate managerial level analysis and decision making in the following areas:
1. Identification of various investment alternatives and opportunities.
2. Measurement of risk and return factors.
3. Valuation, analysis, and management of financial instruments.
4. Application of fundamental analysis and technical analysis.
5. Development and implementation of the portfolio management process.
6. Evaluation of investment performance.
Prerequisite:
Econ 15A-B and either Econ 100 A-B-C or Econ 105A-B-C.
Texts and Course Materials
Essentials of Investments, Bodie, Kane, and Marcus, 9th Edition, McGraw-Hill Irwin.
Stock-Trak Portfolio Simulation
One member of each group can use the following link to register for this simulation:
RAFFAELE B. MARI, CPA, CFP®, CGMA®, PFS
ECON 132A
INTRODUCTION TO FINANCIAL INVESTMENTS
FALL 2014
TUESDAYS & THURSDAYS
2:00 P.M. - 3:20 P.M.
SYLLABUS
INTRODUCTION TO FINANCIAL INVESTMENTS
ECON 132A
Day/Class time: Tuesdays and Thursdays, 2:00PM - 3:20 PM
Location: HH 178
Professor’s Name: Raffaele B. Mari, CPA, CFP®, CGMA®, PFS
E-mail address: rmari@uci.edu Office Room #: SSPB 3221
Office Phone: 949.824.5788
Office Hours: Thursdays 5:00PM – 6:00PM
Course Description ECON 132A is a course in investment analysis. The course introduces institutional aspects of securities, securities markets, and emphasizes security valuation and how risk/return tradeoffs of assets determine their values. Current theories of and developments in capital markets theory are appropriately addressed in class discussion. The class lectures will, in general, concentrate on the analytical material of the course. Learning “Investment Analysis” demands extensive individual effort outside of class.
Course Objectives and Expected Outcomes Upon the successful completion of the course, the student should be able to demonstrate managerial level analysis and decision making in the following areas:
1. Identification of various investment alternatives and opportunities.
2. Measurement of risk and return factors.
3. Valuation, analysis, and management of financial instruments.
4. Application of fundamental analysis and technical analysis.
5. Development and implementation of the portfolio management process.
6. Evaluation of investment performance.
Prerequisite:
Econ 15A-B and either Econ 100 A-B-C or Econ 105A-B-C.
Texts and Course Materials
Essentials of Investments, Bodie, Kane, and Marcus, 9th Edition, McGraw-Hill Irwin.
Stock-Trak Portfolio Simulation
One member of each group can use the following link to register for this simulation: