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Module 2: Learning Objectives: Valuation, Financial markets, long-term financing, short-term, and external financing sources Valuing assetsUnderstand the concept of valuation and its difference between appraisalUnderstand the approaches to valuation Financial Markets, Institutions, Risk, and Return Understand what is a market, including financial/capital markets, and common types of goods and services purchased in financial marketsUnderstand suppliers of funds and users of funds and understand what they want in regards to greatest rates of return Understand individuals/terms associated with financial transactionsRating agenciesBroker/dealer/Investment banker Return on investment Risk/Risk aversion Managing the Endowment Explain the nature of an endowment and its role in subsidizing the organization External financing: Sources Understand sources of external financing Understand types of common financial accountsChecking, savings, CDs, Money MarketMutual funds, Index funds, ETF, Bond fundsUnderstand stocksStock market (purchasing stock)Stocks (common/preferred) Dividends PortfoliosDiversification Understand bondsTypes of bondsWhere to purchase bondsDifferent type of bonds TreasurerTax-exempt revenue bondsDebenturesMortgage bondsGeneral obligation bondsHospital revenue bondsZero-coupon bondsUnderstand other types of external fundsCrowdsourcing/Crowdfunding Procedures for long-term financing Understand what is external financing Understand what is the optimal method for obtaining funding Understand what is needed in more complex transactionsActors/facilitators/heat/MiddlemanIdentify Regulators and RegulationsFDICFTCSecurities Act of 1933Important terminology Full disclosureDue diligenceInsider trading UnderwritingCurrent liabilities: Short-term financing Understand the different between short-term and long-term financingUnderstand the matching principleUnderstand sources of short-term financingTrade creditCODFactoringLine of creditCommercial paperAdditional financial important financial information Understand common retirement fundsIRA (Traditional/Roth) (401K/403B)Stock options Understand student loans Understand how to protect your financial information Understand the importance of creditUnderstand common financial pitfalls PowerPointMod 2.1 = AllMod 2.2 = AllMod 2.3 = All Book: Chapters: 6, 9, 12, 13, 14, & 19 Readings = OPTIONAL2016: National state of financial and economic educationChapter 3: Financial analysis: Concepts of financial assets valueBoundless book: Finance HubStock investing for dummiesInvesting 101: a tutorial for beginning investors Investing for dummies Videos = OPTIONAL How do bonds workHow the stock market worksHow to pick stocksNY: Stock exchange FDICPersonal financePersonal finance for college students360 degrees of financial literacyPractical money skills for lifePodcast = OPTIONAL Feed the pig: Investing 101Feed the pig: Short term investingFeed the pig: Mutual fund basicsFeed the pig: Financial literacy quiz Feed the pig: Financial literacy quiz (round 2) Assignments = TBDCan you pick stocks and analyze hc/non-hc stocksMarketwatch: Stock market gameStocktrak: Global portfolio simulationHow global is your portfolio? The stock market game ................
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