Course Syllabus
Instructor: Xuewu (Wesley) Wang, Ph.D.
Assistant Professor of FinanceAreas of Interests and Expertise
Publications
Phone: (617) 935-3977 Email: xuewu.wang@ou.edu Live Session: Section 995 & 996, Tuesday 7 - 9pm (Central). Section 994 & 997, Thursday 7 - 9pm (Central). Live Session Zoom Link: https://zoom.us/j/3354948860 |
Prerequisites
- ACCT 5202 (Financial Accounting)
-
A majority of the financial valuation involved in this course will be implemented in Microsoft Excel. Excel modeling/calculation for investment purposes will be built on top of basic Excel skills. Therefore, it is highly recommended that you already have a working knowledge of Excel.
Course Materials
- Essentials of Investments, by Bodie, Kane, and Marcus 10th Ed (Abbreviated as BKM). Publisher: McGraw-Hill, ISBN: 978- 0077835422
- Lecture Notes - posted on Canvas. While my lecture notes do NOT serve as sufficient substitute for the textbook chapters, they will attempt to cover the majority of the topics for the course. It is highly recommended that you feel totally comfortable with lecture notes.
- Excel Spreadsheets - posted on Canvas. There Excel spreadsheets provide detailed explanations/formula/functions for most of the examples in the lecture notes. You are strongly encouraged to review them before and after each live session.
- Final Exam Study Guide - posted on Canvas. The study guide is designed to help you better prepare for the final exam.
Grades
Your final grade will depend on your class attendance and participation, homework, assignment, and final exam. Other assigned work, not specified in the syllabus but announced in class or on course web page, may include an assigned quiz or period examination status.
The distribution of the overall grade is as follows:
| Class attendance/participation | 20% |
| Homework | 20% |
| Individual take-home assignment | 20% |
| Final Exam | 40% |
Please note the 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%).
Course Components
Attendance & Participation
You are strongly encouraged to actively participate in each class. This can be accomplished by answering questions during the Live Sessions, asking clarification questions, raising thought-provoking questions, demonstrating specific skills in class, providing timely and constructive feedback etc. Over the course of the term, the instructor will determine the class participation grade for each of you on the basis of observed class participation. The instructor’s decision is final.
Zoom Live Session
Your participation is mandatory and will count toward your final grade. For each live session, your log in will be cross-checked against the attendance tracker in Zoom.
Attendance and active participation will greatly benefit you in your final exam and overall grade. However, I am sympathetic to circumstances which demand your presence elsewhere. If you are aware of a planned absence, please let me know at least 24 hours in advance. If you have a justifiable emergency (that can be reasonably documented), please contact me at your earliest convenience. You must obtain my written approval in order to be exempt from the class absence penalty. Penalties will be assessed for skipping classes with non-justifiable reasons. Students will receive a reduction in their final course average equal to 1 point for each class missed without any valid reasons.
For excused absences, you will be required to review the recorded Live Session and then write a paragraph summarizing the Live Session from your perspective.
Homework
There will be homework following the conclusion of each chapter that is covered. Homework helps improve your understanding of the topics. It is required that you complete all homework on time under normal circumstances. At the end of the course, your homework completion record will be reviewed to determine your homework grade.
Individual Take-home Assignment
You will need to turn this assignment in on time. Please follow the instructions provided in the assignment and submit your complete work on time using Canvas.
Final Exam
The final exam will be a take-home exam with essay questions. Please follow the instructions on the final exam and submit your complete work via Canvas.
Disclaimer
Your final grade will depend on your attendance in Live Sessions and participation, homework, assignment, mid-term and final exams. Other assigned work, not specified in the syllabus but announced in class or on course web page, may be assigned quiz or period examination status.
In addition, the instructor reserves the right to modify the syllabus if deemed appropriate by the instructor.
Communication
- If you have general questions about assignments, class logistics, due dates, etc., please 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 email me directly. My OU email is synchronized with my mobile devices. In the subject line, write “FIN-5302 online" before your subject. For example, if you have a question about a grade, your email subject would read “FIN-5302 online – grade inquiry”.
- Do NOT use the 'Inbox' tab in Canvas. I'm more likely to respond to you more quickly if you email me directly at: xuewu.wang@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.
UNIVERSITY OF OKLAHOMA & PRICE COLLEGE OF BUSINESS
ACADEMIC POLICIES AND STUDENT SUPPORT
Catalog
Please familiarize yourself with the catalog: http://catalog.ou.edu/courses/courses.htm
Online Library
Students in the MAcc program can use the University of Oklahoma library by visiting: http://libraries.ou.edu/
Academic Misconduct
It is the responsibility of each student to be familiar with the definitions, policies and procedures concerning academic misconduct. In cases of infractions, I will follow the University policy for academic integrity. 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, available at http://integrity.ou.edu/students_guide.html
This site also defines misconduct, provides examples of prohibited conduct, and explains the sanctions available for those found guilty of misconduct.
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 visit the Disability Resource Center and other disability services at OU at: http://drc.ou.edu/
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.
Course Summary:
| Date | Details | Due |
|---|---|---|