Course Syllabus
For a list of course activities, scroll to the bottom of this page.
Course Materials
Required Textbook: Essentials of Investments, by Bodie, Kane, and Marcus 11th Ed. Publisher: McGraw-Hill
A McGraw-Hill Connect Account Must Be Purchased With This Book In Order To Access The Assignments and Exams.
ISBN: 978-1260316148
Course Schedule:
This is an online course consisting of eight modules, most of which take two weeks to cover. The detailed course calendar can be found below:
| Weeks | Q&A Session Thursday | Q&A Session Sunday | Topics |
| Weeks 1 and 2- Aug 24 to Sep 4 | Sep 3 8:00pm to 9:30pm | Sep 6 8:00pm to 9:30pm | Asset Return and Risk |
| Weeks 3 and 4 - Sep 7 to Sep 18 | Sep 17 8:00pm to 9:30pm | Sep 20 8:00pm to 9:30pm | Mechanics of Investment |
| Weeks 5 and 6 - Sep 21 to Oct 2 | Oct 1 8:00pm to 9:30pm | Oct 4 8:00pm to 9:30pm | Portfolios |
| Weeks 7 and 8 - Oct 5 to Oct 16 (Followed by Midterm I) | Oct 15 8:00pm to 9:30pm | (By Appointment Due To Midterm I) | Asset Allocation |
| Oct 18 (Sunday) 8pm to 9:15pm: MIDTERM EXAM I | |||
| Week 9 - Oct 19 to Oct 23 (This is A One Week Module) | Oct 22 8:30pm to 10:00pm(Later Starting Time) | Oct 25 8:00pm to 9:30pm | CAPM and Investment Performance |
| Weeks 10 to 11- Oct 26 to Nov 6 | Nov 5 8:00pm to 9:30pm | Nov 8 8:00pm to 9:30pm | Options Markets |
| Weeks 12 to 13 - Nov 9 to Nov 20 | Nov 19 8:00pm to 9:30pm | Nov 22 8:00pm to 9:30pm | Future Market & Risk Management |
| Weeks 14 to 15 - Nov 23 to Dec 4 (Thanksgiving in between. Followed by Midterm II) | Dec 3 8:00pm to 9:30pm | (By Appointment Due To Midterm II) | Debt Securities |
Please pay special attention to the exam dates and times. Make sure that you keep your schedule open for the exam.
Grades
Breakdown
| Activity | Description | Points |
| Practice Problems | 1 set per module | 16 |
| Live Sessions | Attendance (roll calls canceled, credit will be awarded to everyone) | 8 |
| Homework | 1 set per module | 24 |
| Assignments | 4 longer assignments (either mini-projects or in-depth reading) | 16 |
| Midterm Exam I (Oct 18, @ 8-9:15pm) | Covers the first four modules | 18 |
| Midterm Exam II (Dec 5, @ 8-9:15pm) | Covers the last four modules | 18 |
| Total | 100 |
Scale
Grade cutoffs for A, B, C, D are 90%, 80%, 70%, 60% respectively.
Grades are rounded to the nearest percent (i.e. 89.5% rounds to 90% while 89.4% rounds to 89%)
All students will be graded according to the above scale and thus should not expect a "curve" in the class. Everyone will be treated the same under this grading system.
Course Components
Practice Problems (via Connect)
Practice problems provide feedback on your guided study. These problems should be relatively easy and focus on the most important concepts.
Practice problems are always due on the Tuesday at noon before a Thursday ZOOM session.
Live Session
I will hold bi-weekly online sessions via ZOOM in real time. During this meeting, I will explain key concepts, solve practice problems, and answer your questions.
These ZOOM meetings are on Thursdays or Sundays. (Click on the orange link "Resources" above to see the details.)
Homework (via Connect)
These problems are designed to help reinforce your learning from the Live Session.
Homework problems are typically due on the Tuesday at noon following a Thursday live session. See Course Summary for details and exceptions.
Assignments
These assignments include mini data project or in-depth reading. They aim to provide you with a better understanding of the materials covered in the textbook by connecting them to real world examples.
See Course Summary for due dates.
Exams (via Connect)
In this course, you’ll have two midterm exams, no final exam. The Mid-Term Exam I will test the materials presented in Modules 1-4. The Mid-Term Exam II will test the materials presented in Modules 5-8. The exams are designed to assess your mastery over the skills and knowledge introduced during the course.
There will be a test-taking window in which you'll have 75 minutes to complete each exam. You are responsible for keeping your schedule open for these two test windows.
Course Policies
Communication
- If you have technical issues using Connect, visit McGraw-Hill's Technical Support Website for links to chat or e-mail support or call 1-800-331-5094. They are very good about offering assistance.
- If you have general questions about the class (assignments, class logistics, due dates, etc.), post a question in the HELP BOARD in the “Start Here” module. You can post questions about the course here throughout the semester.
- If you have a personal question (grades, feedback, requests for special accommodation, etc.) please send me an email (tong.wang@ou.edu ). In some cases, it might be helpful if you could send a screenshot of the issue. During the work week (Monday-Friday), you can expect a response from me within 24 hours. During weekends (Saturday-Sunday), you can expect a response from me within 48 hours.
- If you have general tech questions, please contact OU IT at needhelp@ou.edu.
All email sent by your professors will be sent to the email registered in your name at the University of Oklahoma.
If you wish to also receive course emails at another email address, go to your profile in Canvas and you can add 1 or more alternate emails to your account.
Late Policy
No late work accepted: All graded assignments must be completed by the assigned due date. No late work will be accepted. Pre-session and post-session assignments are to be completed on Connect and will be submitted automatically in Connect at the due date.
UNIVERSITY OF OKLAHOMA
ACADEMIC POLICIES AND STUDENT SUPPORT
Course Catalog
Search the OU Course Catalogue.
Student Handbook
Please familiarize yourself with the OU Student Handbook.
Online Library
Access digital materials and other resources at OU Libraries.
Academic Misconduct
In addition to the course conduct policies outlined by your professor in the Course Syllabus in the online classroom, please review the Graduate Student Handbook.
It is the responsibility of each student to be familiar with the definitions, policies, and procedures concerning academic misconduct. The Student Code is available from the Office of the Vice President for Student Affairs, and is contained in the Student's Guide to Academic Integrity.
This site also defines misconduct, provides examples of prohibited conduct, and explains the sanctions available for those found guilty of misconduct.
Plagiarism
Plagiarism is the most common form of academic misconduct at OU. There is basically no college-level assignment that can be satisfactorily completed by copying. OU's basic assumption about writing is that all written assignments show the student's own understanding in the student's own words. That means all writing assignments, in class or out, are assumed to be composed entirely of words generated (not simply found) by the student, except where words written by someone else are specifically marked as such with proper citation. Including other people's words in your paper is helpful when you do it honestly and correctly. When you don't, it's plagiarism.
For more information about plagiarism, watch this video and then take this short course offered by University Libraries.
Reasonable Accommodation for Disabilities
The University of Oklahoma is committed to providing reasonable accommodation for all students with disabilities. Students with disabilities who require accommodations in this course should contact their professor as early in the semester as possible.
Students with disabilities must be registered with the Disability Resource Center prior to receiving accommodations in this course.
If you have a disability and you would like to make a request for reasonable accommodation, please see the Graduate Student Handbook or get in touch with the Disability Resource Center.
Adjustments for Pregnancy/Childbirth Related Issues
Should you need modifications or adjustments to your course requirements because of documented pregnancy-related or childbirth-related issues, please contact me as soon as possible to discuss your options. Generally, modifications will be made where medically necessary and similar in scope to accommodations based on temporary disability. Learn more about the rights of pregnant and parenting students by consulting the FAQ sheets provided by the Institutional Equity Office.
Title IX Resources
For any concerns regarding gender-based discrimination, sexual harassment, sexual misconduct, stalking, or intimate partner violence, the University offers a variety of resources, including advocates on-call 24/7, counseling services, mutual no contact orders, scheduling adjustments, and disciplinary sanctions against the perpetrator. Please contact the Sexual Misconduct Office 405-325-2215 (8-5, M-F) or OU Advocates 405-615-0013 (24/7) to learn more or to report an incident.
Religious Holidays
It is the policy of the University to excuse absences of students that result from religious observances and to provide for the rescheduling of examinations and additional required classwork that may fall on religious holidays without penalty. It is the responsibility of the student to make alternate arrangements with the instructor at least one week prior to the actual date of the religious holiday.
Copyright Policy
It is illegal to download, upload, reproduce, or distribute any copyrighted material, in any form and in any fashion, without permission from the copyright holder or his/her authorized agent. The University of Oklahoma expects all members of its community to comply fully with federal copyright laws. If such laws appear to have been violated by any user, the university reserves the right (1) to terminate that user’s access to some or all of the university’s computer systems and information resources and (2) to take additional disciplinary actions as deemed necessary or appropriate. Repeat offenders will be sanctioned and their privileges terminated.
Registration and Withdrawal
If you choose to withdraw from this course, you must complete the appropriate University form and turn the form in before the deadline. If you stop attending the course and doing the coursework without doing the required paperwork, your grade will be calculated with missed homework and examination grades entered as zero. This could result in receiving a grade of F in the course. Deadlines are shown in the Academic Calendar, which is available from the Office of the Registrar.
Student Grievances
In addition to any policies outlined related to submitting an informal or formal grievance by your professor in the Course Syllabus in the online classroom, please review the Graduate Student Handbook for more information about the process of submitting a formal grievance.
Course Summary:
| Date | Details | Due |
|---|---|---|