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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

Consortium for International Studies | Evaluated Learning Experience

Securities Analysis BUS 214

Location: 

Various; distance learning format.

Length: 

Varies; self-study. 

Dates: 

September 2018 - Present. 

Instructional delivery format: 
Hybrid course/exam
Learner Outcomes: 

Upon successful completion of this course, students will be able to: describe the background of investing, the function of securities markets and the purpose and types of investment companies; identify the role that macroeconomic factors have on securities analysis; discuss portfolio diversification; compare the different types of options and demonstrate their valuation and function; assess portfolio performance; describe the role that taxes, inflation and investor types play in investment management; analyze financial statements; illustrate the valuation of equity securities; and identify theoretical valuations of equity securities. 

Instruction: 

This self-study course includes 15 weekly lessons. The final grade is based on a final exam and two writing assignments. The course is designed to provide students with an understanding of tools and techniques for fundamental analysis, the concept of investment risk and investment management.  Students learn how to examine security valuation and identify risk measurement strategies.

Credit recommendation: 

In the upper division baccalaureate degree category, 3 semester hours in Finance, Introduction to Investments, Principles of Investments, or Securities Analysis (8/18).

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