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MASTER SYLLABUS |
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BKG 2600 |
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| Class Hours: 2.0 | Credit Hours: 2.0 | ||||||||
| Laboratory Hours: 0.0 | Date Revised: Spring 00 | ||||||||
| Catalog Course Description: | |||||||||
| A study of banking investment and funds management strategies that earn an acceptable return without undue risk. | |||||||||
| Entry Level Standards: | |||||||||
| None | |||||||||
| Prerequisites: | |||||||||
| None | |||||||||
| Textbook(s) and Other Reference Materials Basic to the Course: | |||||||||
| Bank Investments and Funds Management, Washington, D. C., American Bankers Association, AIB, latest edition. | |||||||||
| I. Week/Unit/Topic Basis: | |||||||||
| Week | Topic | ||||||||
| 1 | Course Organization and Mechanics; Bank Investments and Funds Management Concepts | ||||||||
| 2 | Investment Mathematics; Yield Relationships, Yield Curves, and Yields Spreads | ||||||||
| 3 | Liquidity, Risk, and Profitability; Quiz | ||||||||
| 4 | Bank Funding Instruments | ||||||||
| 5 | Bank Investment Instruments | ||||||||
| 6 | Financial Markets; Quiz | ||||||||
| 7 | Liability Management and Short-Term Funds Management | ||||||||
| 8 | Investment Portfolio Management | ||||||||
| 9 | Asset/Liability Management | ||||||||
| 10 | Review and Final Exam | ||||||||
| II. Course Objectives*: | |||||||||
| A. | Implement bank's investment and funds management strategies to earn an acceptable return without undue risk. I,II | ||||||||
| B. | Describe strategies generally used in the management of bank funds. I,II | ||||||||
| C. | List characteristic and identify uses of specific investment fund and instruments. I,II | ||||||||
| D. | Describe procedures of profit and risk analysis that apply to bank funds and investments. I,II | ||||||||
| *Roman numerals after course objectives reference goals of the Business and Community Services department. | |||||||||
| III. Instructional Processes*: | |||||||||
| Students will: | |||||||||
| 1. | Use critical thinking skills to interpret and evaluate the financial statements of existing companies and make informed judgements about these statements to facilitate in decision making and problem solving strategies. Problem Solving and Decision Making Outcome, Numerical Literacy Outcome, Information Literacy Outcome, Active Learning Strategies | ||||||||
| 2. | Discuss the impact of social, political, economic, and environmental issues on the financial statements of selected companies. Communication Outcome, Problem Solving and Decision Making Outcome, Cultural Diversity and Social Adaptation Outcome, Numerical Literacy Outcome, Information Literacy Outcome, Active Learning Strategies, Transitional Strategy | ||||||||
| 3. | Use electronic mail to correspond with the instructor and other students enrolled in the course. Communication Outcome, Technological Literacy Outcome | ||||||||
| *Strategies and outcomes listed after instructional processes reference Pellissippi State’s goals for strengthening general education knowledge and skills, connecting coursework to experiences beyond the classroom, and encouraging students to take active and responsible roles in the educational process. | |||||||||
| IV. Expectations for Student Performance*: | |||||||||
| Upon successful completion of this course, the student should be able to: | |||||||||
| 1. | Identify basic types of funding instruments and earning instruments available to banks. C | ||||||||
| 2. | Explain the effect of credit risk on yield and its influence on the selection of an investment instrument. A | ||||||||
| 3. | Explain the purposes of liquidity and describe its sources. A, C | ||||||||
| 4. | Describe the characteristics and uses of various short-term funding instruments. C | ||||||||
| 5. | Discuss the nature and purpose of state and local borrowing through the issue of municipal securities. A | ||||||||
| 6. | Explain the methods of operation by which securities are issued and traded. A | ||||||||
| 7. | Discus the benefits and risks involved in liability management. A, D | ||||||||
| 8. | Describe the focus of written policy and strategy statements. A, B | ||||||||
| 9. | Explain the purposes and techniques of spread management and gap management. A, D | ||||||||
| *Letters after performance expectations reference the course objectives listed above. | |||||||||
| V. Evaluation: | |||||||||
| A. Testing Procedures: 100% of grade | |||||||||
| 3 quizzes
- 20% each
Final - 40% |
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| B. Laboratory Expectations: | |||||||||
| N/A | |||||||||
| C. Field Work: | |||||||||
| N/A | |||||||||
| D. Other Evaluation Methods: | |||||||||
| N/A | |||||||||
| E. Grading Scale: | |||||||||
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90 - 100 A
80 - 89 B 70 - 79 C 60 - 69 D Below 60 F |
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| VI. Policies: | |||||||||
| Attendance Policy: | |||||||||
| Pellissippi State Technical Community College expects students to attend all scheduled instructional activities. As a minimum, students in all courses must be present for at least 75 percent of their scheduled class and laboratory meetings in order to receive credit for the course. | |||||||||