Fundamentals of Investing Syllabus
This syllabus is constructed according to a sample set of topics similar to Bodie, Kane and Marcus's Investments. All classroom tools include a teaching note and slide deck. Relevant analytics tools have also been also included in the syllabus. These are designed for research and have corresponding documentation.
Topic  Classroom Tools 

I. The Investment Environment 
Getting Started
Getting Started with WRDS familiarizes students with accessing WRDS and running a query. 
II. Financial Instruments 
The S&P 500
Learn about stock indices, and the criteria used to determine the S&P 500’s constituents. 
III. Mutual Funds and Other Investment Companies 

IV. Learning About Return and Risk from the Historical Record 
Understanding Portfolio Risk Over Time
Understand measures of risk such as variance and standard deviation 
V. Optimal Risky Portfolios 
Mechanics of Diversification
Explore the mechanics of diversification using a variancecovariance matrix, a twoasset opportunity set, and a graph depicting limits of diversification. Efficient Frontier
This teaching tool introduces concepts such as the efficient frontier, capital market line, and indifference curve while illustrating how risk and return characteristics change as stocks are added and removed from a hypothetical portfolio. Efficient Frontier (Full Fledged Version)
After you enter a list of security identifiers and specify parameters, this analytics tool calculates the corresponding efficient frontier, optimal complete portfolio, optimal risky portfolio, and minimum variance portfolio. Portfolio Diversification
Learn how multiple assets can be combined to reduce overall portfolio variability. 
VI. The Capital Asset Pricing Model 
Beta Visualization
Use the Beta Visualization teaching tool to examine and interpret beta and R2, two important and related measures that arise from the Capital Asset Pricing Model. Market and FirmSpecific Risk
Learn about alpha and beta, and how they relate to firmspecific and market risk. CAPM Equity Valuation
The CAPM Equity Valuation teaching tool provides the means to estimate the cost of equity using the Capital Asset Pricing Model. Beta Suite by WRDS
This analytics tool enables you to specify securities and calculate the alpha and beta on common risk factors. 
VII. Multifactor Models of Risk and Return 
FamaFrench ThreeFactor Analysis
Learn about the FamaFrench factors by creating a regression model in Excel. 
VIII. Behavioral Finance and Technical Analysis 
Event Study
The Event Study teaching tool introduces this statistical method for assessing the market reaction to firmspecific and market events. U.S. Daily Event Study
Study the effect of events on U.S. stocks by uploading your own events file or using events from Capital IQ's Key Development database using this analytics tool. 
IX. FixedIncome Securities 
Time Value of Money: Compound Interest
Learn basic time value of money concepts and visualize growth of investments using an interactive compound interest graph. Time Value of Money: Present and Future Value
Become familiar with the variables in time value of money problems while learning techniques of compounding and discounting. WRDS Bond Returns
With this analytics tool you can access monthly U.S. corporate bond returns going back to 2002, including accrued interest, duration, and yield computations. Bond Valuation
This introduction to bond valuation provides stepbystep instructions for computing the fair price of a fixed rate coupon bond. Reinvestment Risk: Bonds
Compare yield to maturity with realized compound yield and learn about exposure to reinvestment risk. Bonds: Spot Rates and Forward Rates
Learn the relationship between spot rates, implied forward rates, and yield to maturity Treasury Yield Curve
Learn how the U.S. Treasury yield curve is used as a benchmarking and forecasting tool. 
X. Options, Futures, and Other Derivatives 
Introduction to Options
Learn the basics of call and put and options, including contract terminology and payoff diagrams. Introduction to BlackScholes Options Pricing
Practice pricing European call options using a BlackScholes calculator. Futures Contracts
Learn the mechanics of futures trading, including how profits and losses are calculated. 
XI. Financial Statement Analysis 
Introduction to Financial Statements
Download and analyze preformatted balance sheet, income statement, and statement of cash flows data for domestic and global companies. Balance Sheet
View and analyze corporate balance sheets. In a few easy steps, balance sheets for publicly traded companies are requested and delivered directly to screen. Income Statement
Review corporate income statements to learn how a company's profit and loss accounting is structured. Statement of Cash Flows
Learn the components of a statement of cash flows and analyze the cash flows in and out of a specific company. Three Levers of Performance
Learn the methods that financial managers use to increase return on equity (ROE). This teaching tool looks at profit margin, asset turnover, and financial leverage to show how companies generate value for shareholders. Financial Ratios Visualization
Using the Financial Ratios Visualization teaching tool, generate and compare financial ratios to one another and to baseline industry measures. Firm Liquidity Ratios
The Firm Liquidity Ratios teaching tool explains four financial ratios used to determine liquidity: (1) the cash conversion cycle; (2) cash ratio; (3) current ratio; and (4) quick ratio (acidtest). Financial Ratios: Firm Level
With this analytics tool you can access over 70 precalculated financial ratios for the U.S. company of your choosing. Financial Ratios: Industry Level
Access over 70 precalculated financial ratios at industry or sectorlevel aggregation with this analytics tool. 