Course Objective:

The purpose of this paper is to prepare a ground where the students view entrepreneurship
as a desirable and feasible career option. In particular the paper seeks to build the necessary
competencies and motivation for a career in entrepreneurship.

Entrepreneurship
Course Syllabus
1 Semester - 1/2 credit

Course Description:  This course is a combination of business management, marketing,

entrepreneurial activity, and economic strategies.  Students will have the opportunity to
understand how the world of business operates and to practice making wise management
decisions.  Areas of study include the following: management, ethics and social responsibility,
economics, marketing, decision-making, communication, planning, organizing, and leadership
skills.  Content expectations correlate with the National Business Education Association (NBEA)
high-school level competencies.  This business course is aimed at 10th, 11th, and 12th graders.

 Instructional Philosophy: Students will be expected to meet all course goals listed below
and demonstrate competency with a minimum of 68% accuracy.  The evaluation and grading
system is introduced at the beginning of the course to advise students of the standards that they
are expected to meet to succeed in the course.  Students will be evaluated on the following: daily
attendance and participation, worksheets and study guides, individual and group projects and
activities, quizzes, and examinations.

Many different types of instruction will be used throughout the course.  Some of the methods
used include direct instruction, cooperative learning, and hands-on activities.  This course will be
highly dependent on the interaction and participation by the students.  Assignments and activities
will be given to enhance the value of the course.  Many of the assignments will benefit the
students’ researching, reading, presentation, computer, communication, writing, and math skills. 

 Resources Used:

Meyer, Earl, and Kathleen Allen.  Entrepreneurship and Small Business Management. 
Woodland Hills, CA: Glencoe McGraw-Hill Publishing, 2000.

 Course Goals:

Students will . . .
 Identify unique characteristics of an entrepreneur and evaluate the degree to which they
possess those characteristics including: descriptions of an entrepreneur and you; knowing
the role of the entrepreneur in business; recognizing opportunity and pursuit and problem
identification and solutions
 Develop a marketing plan of an entrepreneurial venture including: identifying the market;
reaching the market; and keeping/increasing your market
 Apply economic concepts when making decisions for an entrepreneurial venture
including: the economic way of thinking; characteristics of a market economy; the
function of price; the role of profit/risk; and the role of the government
 Identify and use the necessary financial competencies needed by an entrepreneur
including: determining your cash wants; funding sources and types; and interpreting
financial statements
 Identify, establish, maintain, and analyze appropriate records to make business decisions
 Develop a management plan for an entrepreneurial venture including: establishing a
vision; hiring people who share the vision; building teams to fulfill the vision; and
monitoring the achievement of the vision
 Describe how cultural differences, export/import opportunities, and current trends in a
global marketplace can affect an entrepreneurial venture
 Describe how ethics, government, and different forms of business ownership affect the
entrepreneurial venture including: forms of government; government regulations that
impact the opening and operating of a business; business ethics; and business plans

Course Assessment Plan:

Students will be evaluated as follows. . .

Tests/Quizzes Chapter and Unit tests 50

Daily Work Attendance, class behavior, participation, business 20

vocabulary

Quizzes/Projects/Activities Quality of reinforcement activities and 30

comprehensive projects

Grading Scale:
A 100% - 94%
B 93% - 87%
C 86% - 78%
D 77% - 68%
F 67% -

               
Fuchs/Star/Zafar Rev 3.1

Syllabus: Entrepreneurship (MBA/EWMBA 295A‐2)

Instructors: Jack Fuchs & Naeem Zafar Spring 2009
Classroom: C220 Monday 6‐9:30 pm
Purpose of the Course
This course is about how to create an entrepreneurial business. Since the Haas School is principally
about professionally managed businesses, the course will focus on businesses that are not small by
design, but rather on those that, with vision, hard work and luck can be developed into substantial
enterprises. This course will focus on entrepreneurs, on business plans and on businesses that are
appropriate for sophisticated angel and/or professional (especially venture capital) investors.
The driving force behind start‐up ventures are entrepreneurs – those individuals who have the courage,
insight, knowledge, intensity and luck to attempt to achieve great business results without resources
remotely sufficient for the job (or so it seems at first). A key vehicle for the entrepreneur’s effort is the
business plan – and in most cases multiple versions of it as the opportunity and business change over
time! The plan helps the entrepreneur attract support and resources from others because it tells them
what the business is about, what its strategy will be, how its management thinks and what the financial
risks and rewards most likely will be. It also helps the entrepreneur to manage a growing and
necessarily complex set of dynamics by providing mileposts and indicating the resources that will be
necessary to achieve them. Finally, it provides a set of standards against which actual performance can
be compared. But a great plan by itself is no guarantee of success. A successful startup requires
relentless execution against the plan and flexibility in reevaluating and changing the plan. The ultimate
validations are customers’ orders and a scalable, repeatable and profitable business.
Requirements
The main requirement for the course will be the development of a business plan on a venture of the
student’s choosing, subject to faculty approval. Students will work together, in teams of four or five, to
develop an idea for a new venture, research its potential, perform analysis to identify what resources
are needed and when, and write a formal business plan. This work serves as the basis for two
substantial efforts: first, development of a written business plan, including detailed sales and marketing
objectives and financial projections; and second, an oral presentation of that plan to a panel of
instructors and business professionals who will be surrogates for your most likely source(s) of start‐up,
equity capital.
Textbook
The course will use the book; “New Venture Creation” by Jeff Timmons.
Instructors
The course is co‐taught by a team of two instructors, all of whom are active in the entrepreneurial
community and are not full time faculty.
Office hours are by appointment. Contract information is as follows:
Entrepreneurship 295A-2
Fuchs/Zafar 2
Jack Fuchs Best reached by e‐mail ([email protected]).
Naeem Zafar Best reached by e‐mail ([email protected]) or by telephone (408 218 1920)
Mentors
In addition to the instructors, 4 experienced entrepreneurs will serve as mentors to the business plan
groups. (Bios attached).
Grading
Students will be graded on class attendance and participation, as well as on the plan and presentation.
Perhaps more than most courses, this one will depend heavily on input provided by students. It will
combine readings, lectures, case materials and regular class involvement by entrepreneurs and business
professionals. Well‐prepared and intellectually engaged students are essential for the class to succeed.
Please come to class prepared and please be prepared to work hard on your plan.
The course grade will be based upon:
The group exercise1:
Written business plan (including draft deliverables) 40%
Oral plan presentation 30%
From class: Class participation and class deliverables 30%
Class by Class Syllabus
1 January 26 Introduction to Entrepreneurship and Business
Plans (Fuchs)
Learning Objectives: Understand course objectives and key themes, consider reasons
for writing a business plan, share business plan ideas and think
about what makes a great business plan.
Case : Deodorant (case will be handed during class)
Written Assignments: By 9:00 am on January 26th (prior to the first class!!!!), email
to [email protected] with a copy to [email protected] : a
one‐half page description of a business idea about which you
might want to write a business plan in the class with at least
one co‐founder listed (another student from class) if already
identified.
Assigned reading: Text book chapters 3 & 6
Guest: Ashwini Choudhary, CEO Ventiva
1 Allocation of grades within a group will be based in part on team self‐evaluation of individual effort.
Entrepreneurship 295A-2
Fuchs/Zafar 3
Plan Related: Be prepared in class to give a 3 minute “sales pitch” for your
business plan idea (one per group, if you are short on team
members). {4 to 5 people per team expected}
2 February 2 Opportunity Assessment (Zafar)
Learning Objectives: Think about how to screen entrepreneurial ideas and begin to
create your own opportunity screen.
Case to be Prepared: Facebook
Assigned reading: text book chapters 4 & 5
Guest: Jonathan Abrams, founder Friendster & Socialzr
Written Assignments: (1) In just 3 or 4 words each, list the five primary criteria you
would use in screening your business plan ideas to select the
most promising one .
(2) At the start of class, hand‐in your team roster (as far along
as it may be) and a draft of your team’s business plan idea.
Plan Related: Be prepared in class to give a 2 minute pitch for your business
plan idea (to finalize your team composition).
3 February 9 Market Research (Fuchs)
Learning Objectives: To understand how to apply and adapt classic market research
techniques and tools to entrepreneurial business ventures
Case to be Prepared: none (will use students market research plans for discussion)
Guest: Josh Hannah
Assigned reading: none
Deliverable: final team & idea concept paper (1 page)
February 16 (President’s Day) – NO CLASS
4 February 23 Business Models, Revenue Models & Channel (Zafar)
Learning Objectives: To understand various startup business models, the key lessons in
business models, how business models have evolved with the
internet and the importance of scalability.
Case to be Prepared: none
Assigned reading: “Note on Business Model Analysis for the Entrepreneur” by
Hamermesh, Marshall and Pirmohamed (HBS 9‐802‐048)
Class deliverable: Executive Summary
Gate 1 Class Activity: For the second half of the class, there will be breakout sessions
to permit the groups to work with the mentors and instructors
on the business plan opportunity and developing the executive
summary for the plan. Each team will present their business
idea, market research and customer discovery results.
Entrepreneurship 295A-2
Fuchs/Zafar 4
5 March 2 Sales Strategy & Customer Value Proposition (Fuchs)
Case to be Prepared: Zaplet
Learning Objectives: What to consider while setting up sales for your startups. What
challenges are you likely to face and how decide on pricing,
channel issues, positioning versus the customer perception
Assigned Reading: “Accelerating the Sales Learning Curve” by Leslie and Holloway
Guest: Robert Labatt, former CEO ezBoard
6 March 9 Financial Models, Projections & Valuations (Zafar)
Learning Objectives: Learn how to prepare and create financial
projections and understand key financial assumptions, how to
compute valuation & dilution
Case to be Prepared ZipCar
Assigned Reading: 1) Textbook chapters 10 & 12
2) Funding New Ventures: Valuation, Financing and
Capitalization Tables
Guest: TBD
Class Activity: Be prepared in class to present the go‐to‐market strategy for
your group. Two teams will volunteer for feedback from class.
7 March 16 Product Launch & Go‐2‐Market Strategies (Zafar)
Learning Objectives: How to think about creating a brand, manage channels and
decide how to bring a product to market (pricing, positioning,
launching a product)
Case to be Prepared: InvestorSoft
Assigned reading: “ Target Markets: Easy to Pick, Hard to Stick” by Geoff Moore
Guest: Jayaram Bhat (CEO Zenprise, VP marketing Mercury Interactive)
March 23 (Spring Break) – NO CLASS
Entrepreneurship 295A-2
Fuchs/Zafar 5
8 March 30 Team dynamics & soft skills (Zafar)
Startup dynamics within the founding team and how they
influence the growth of the business, and the key dos and
don’ts of personnel issues in the early phase of a startup.
Managing and setting up global teams
Case to be Prepared: Vermeer A & B
Assigned reading: Textbook chapters: 8
The Discipline of Teams (HBR)
Guest: Kathryn Kranen, CEO of Jasper Design Automation
9 April 6 (Gate II) Presentation Skills & Handling VC (Zafar)
Learning Objectives: understand how VCs view entrepreneurs & how the process of
seeking investment works. We will also discuss presentation
skills and provide feedback on individual styles of presentation
Class deliverable Your Sales and Marketing Plan
Assigned Reading: none
Gate 2 Class Activity For the first half of the class, there will be
breakout sessions. All groups will present the sales and
marketing plan for their project and solicit peer feedback. They
will work with the mentors to fine‐tune.
10 April 13 Operations & Partnerships (Fuchs)
Learning Objectives: To understand the importance of planning for operational
success, especially in the areas of manufacturing, supply chain
and distribution. How to forge key partnerships for an
entrepreneurial venture.
Case to be Prepared: DANGER
Assigned reading: None
Guest: Mark Fisher, COO Danger (MSFT)
11 April 20 Scaling a Non‐Technology Business (Fuchs)
Case to be Prepared: Gordon Biersch
Learning Objectives: What to consider while working a non technology business –
how to scale it and decide on pricing, channel issues, positioning
versus the customer perception
Assigned Reading: none
Entrepreneurship 295A-2
Fuchs/Zafar 6
Guest: Peter Cooperstien, founder & CEO Amici Pizza
Class activity: 1‐2 teams will volunteer to share their financial plans
12 April 27 Venture Financing, Term Sheets, Company Formation, IP (Zafar)
Learning Objectives: (1) Understand a basic venture capital structure and term sheet,
and (2) Think about how to align the objectives and agendas of
the founders and investors
Case to be Prepared: Trendsetters
Assigned reading: Deal Structure and Deal Terms (HBS)
Optional reading: Textbook chapters 13 & 14
Guest TBD
Class Deliverable: your key financial assumptions and your team financial plans
13 May 4 Presentation Practice (all)
All teams present first 5 minutes of their VC presentation and
seek feedback from instructors and peers – feedback from VC
on what they like to see and not see from entrepreneurs
Case to be Prepared: none
Assigned reading: none
Guest: TBD
14 May 11 Wrap Up & Reflections on Entrepreneurship (all)
Learning Objectives: Real world lessons from a class on entrepreneurship
Assigned reading: The Questions Every Entrepreneur Must Answer (HBS: Bhide)
Optional reading: Textbook chapters 19
Guest: Sohaib Abbasi , Chairman & CEO, Informatica
Business Plan Deliverable: Business Plans (4 copies please!!!!!)
Instructors Bios:
Jack Fuchs
Jack currently provides global business, financial and strategic leadership for ForteBIO, a Pharma and Biotech
instrumentation company. Prior to ForteBIO, Jack held business leadership roles with two private companies. At
SOMA Networks he handled global strategic accounts, marketing and partnerships. Prior to joining SOMA
Networks, Jack was the Vice President for Business Development and Strategic Marketing at IPWireless, Inc,
leading the commercial activities of IPWireless. Previously in his career, Jack served seven years as a strategic
management consultant at McKinsey & Company, where he served health care and wireless clients. He has also
held sales, marketing and strategic leadership roles with Becton Dickinson, a $4 Billion medical technology
equipment company. Jack graduated magna cum laude from Dartmouth College with a bachelor's degree in
Engineering Sciences and received an M.B.A. from Stanford University's Graduate School of Business.
Entrepreneurship 295A-2
Fuchs/Zafar 7
Naeem Zafar
Naeem founded Concordia Ventures (www.ConcordiaVentures.com), an advisory firm focused on guiding
entrepreneurs with all aspects of starting and running a company. Naeem has been with six startups and has
extensive experience in mentoring founders and coaching CEOs. His last assignment was the president and CEO of
Pyxis Technology Inc., a venture funded company specializing in advanced chip design software for nanometer
technology. Naeem has been president and CEO of two other high tech startups (Silicon Design Systems and
Veridicom, a Bell Labs spin‐off that invented the silicon fingerprint sensors today found on most laptops). Naeem
has held senior marketing and engineering positions at several companies including Quickturn Design Systems that
he joined at its infancy and stayed for 11 years until it was sold to Cadence Design systems. Quickturn did an IPO
in 1993 and grew to $125M in revenues.
Naeem holds a Bachelor of Science degree in electrical engineering from Brown University (magna cum laude),
Rhode Island, and a master's degree in electrical engineering from the University of Minnesota. Naeem serves on
advisory board of six companies and is a charter member of TiE (world’s largest nonprofit focused on fostering
entrepreneurship) and a charter member of OPEN where he also holds the post of general secretary for the Silicon
Valley chapter. He is a member of Board of Directors of Aanukaa Inc. and Numetrics Pvt. Ltd. and is an advisor to
the Lahore University of Management Sciences (LUMS) in Pakistan where he serves as an advisor to
Entrepreneurship & Small & Medium Enterprise Center (ESMEC).

Mentors:
Michael K. Madison II.
[email protected]
Kauffman Fellow, Halo Fund / The Angel’s Forum
Michael Madison was practically born into the software industry and started writing software in the 2nd grade. By
the time he was in the 6th grade he was contributing to NASA Langley’s supercomputer management systems, by
8th grade he was a technical lead at a software startup that eventually went public (NDI acquired by ARI). And by
the time he finished high‐school he had 11 years of programming experience, 7 years of which were in highly
technical rigorous environments. Years later, Michael’s passion for technology, business and continuous learning
led him to venture capital through the Kauffman Fellows Program. Michael joined The Halo Funds and The Angel’s
Forum as a Kauffman Fellow in 2007, bringing 16 years of leadership in cutting edge software product design and
strategic management. Before joining, he was a Statistical Analyst and QA Tools lead at Tellme Networks (acquired
by Microsoft), while simultaneously completing his MBA at Berkeley. Prior to that, in 2001 Michael founded and
bootstrapped Noble Science Inc., a virtual surgery company that created a surgical simulation platform that
allowed surgeons to train in a risk‐free environment using immersive 3D graphics and tactile feedback. Michael’s
other experiences include technical and strategic leadership roles that span a breadth of disciplines including
particle physics, medical simulation (virtual surgery and computer‐aided cancer detection), videogames, flight
simulation, supercomputer management, semiconductors, operating system design, telecom/VoIP, radiography,
consumer electronics and consumer Internet. Over his career, Michael has saved various corporations and
government institutions well over $100M.
Michael has an MBA from UC Berkeley, an MS in Electrical Engineering from Stanford University and a BS in
Computer Engineering from UMBC, where he graduated #1 in his department as a Meyerhoff Scholar.
Entrepreneurship 295A-2
Fuchs/Zafar 8
Carl Nichols
[email protected]
Carl Nichols co‐founded Outlook in 1996 and has more than 20 years of experience in the software, computer,
telecommunications and consumer products industries. Nichols has held senior executive positions in the strategic
planning, business development, operations management, market development and finance departments of
several major companies. Prior to Outlook, Nichols headed strategic and financial planning at SBC/Pacific Bell, an
$8 billion telecommunications and Internet service provider, where he was responsible for identifying new growth
opportunities and business lines, developing strategic partnerships and optimizing the company's investments.
Before joining SBC/Pacific Bell, Nichols was Vice President of Strategic Business Management at Scrivner, Inc., a $6
billion packaged goods distributor. He led the company's business development efforts, including market
expansions, new concept developments, domestic and international alliances and operating improvements.
Prior to Scrivner, Nichols spent six years as a management consultant at Booz, Allen & Hamilton, where he
provided marketing, technology and operating guidance for his Fortune 500 clients, which included computer
manufacturers, broadband service providers, retailers and financial institutions. Prior to Booz, Allen & Hamilton,
Nichols served at AT&T's Information Systems International business where he developed marketing plans for the
company's entry into Europe and led systems development at Spectrum Development. Nichols has represented
Outlook on the Board of portfolio companies such as ClairMail, Lasso Logic (acquired by SonicWALL N: SNWL),
Epicentric (acquired by Vignette N:VIGN), MarketHome (acquired by ClickAction N: CLAC), Arthas (acquired by
Yahoo N: YHOO), Toolwire, Vantos and Kinecta (acquired by Stellent N: STEL).
Nichols received a Bachelor of Science degree in computer science magna cum laude from Brown University and
an MBA from Harvard's Graduate School of Business. He enjoys skiing, scuba diving and sailing.
Nik Bahram
[email protected] 831‐588‐1356
Nik Bahram has extensive C‐level and GM experience with 4 Fortune 500 companies and 5 startups. He has
deep experience in marketing/sales, product management and engineering with responsibility for multiple
product lines. Nik has direct experience with P&Ls of up to $800M in revenue, $50M in startup fundraising, as
well as substantial M&A and exits on the buy and sell side totaling $3.4B. His contributions have been made
in high growth and turnaround settings. He has 7 patents and numerous publications and industry and
investor presentations to his credit. Nik Holds a BSEE, MSEE from University of Pittsburgh, a Master of
Science in Finance from Boston College and a Certificate in Business Administration from Harvard.
At Agere Systems, Nik was responsible for defining the strategic direction and business plan for the Storage
Business Unit across all products as well as defining new breakthrough products that redefined the landscape
of the storage industry. Nik was the co‐inventor of the Agere BluOnyx and responsible for this product line.
Prior to Agere, Nik spent 25 years in a variety of roles focused on delivering IT and consumer systems,
chipsets and web software solutions.
During the first 15 years of his career he served in Fortune 500 companies including Motorola and Digital
Equipment Corporation now HP and during the latter 10 years he served in multiple startups that developed
SAN, WLAN, 3D graphics and media player chipsets as well as nano electronics storage and LED lighting
materials.
Nik was Vice President of Marketing & Sales at Intematix Corporation where he led the 15x revenue growth of
this nanomaterials company focused Green Materials targeting semiconductor storage, lighting and energy
sectors; Vice President of Engineering at Trebia Corporation a Storage Area Network Chipset company
focused on switch and server side SAN chipsets and software; Vice President of Corporate Ventures in charge
Entrepreneurship 295A-2
Fuchs/Zafar 9
of corporate strategy and M&A at Systemonic Corporation a multi‐protocol software defined WLAN chipset
company; Chief Operating Officer and General Manager at Surfcontrol an Internet Access Management
software company; Vice President of Product Development at Creative Labs a consumer electronics company;
VP of Engineering and subsequently President at Silicon Engineering an IP development and design services
company focused on Storage, graphics and communications IC level IP. Nik’s earlier career included
management and engineering roles in Design, Applications and Device Engineering at Digital Equipment
Corporation, Sprague Semiconductor, Motorola Semiconductor and at Brown Boveri CSI.
Mike Tzamaloukas [email protected]
Mike founded Dash Navigation in 2002 in an effort to revolutionize the way that traditional navigation systems
work. Funded by Sequoia, KPCB and other top‐tier venture capital firms, Dash Navigation introduced the first
twoway
connected personal navigation device, changing the landscape of a multi‐billion market for many years to
come. Prior to Dash Navigation, Mike was the Chief Scientist at Ambicom Inc. another Silicon Valley startup that
specialized on accessories for the mobile professional. Before joining Ambicom, Mike was a software engineer at
SRI International.
In his spare time, Mike enjoys turning ideas into exciting business plans. He frequently consults with other
entrepreneurs or early stage start‐ups on how to develop a winning strategy. He is not afraid to roll‐up his sleeves
and spend the personal time and effort needed to help others avoid some of the usual obstacles likely to occur in
most new ventures. Entrepreneurship is in Mike’s DNA. At the age of 9 he setup a shadow theater in his basement
where he would entertain kids and adults alike. He fell in love with programming at the age of 12 and was
fortunate to occasionally get paid for something that he would do anyways, just for fun.
Mike holds a bachelor degree in computer science from Patras University in Greece, master and Ph.D. degrees in
computer engineering from the University of California, Santa Cruz and he is awaiting an MBA degree from the
University of California, Berkeley. Mike is the inventor or more than a dozen patents, he has published several
highly regarded scientific papers and he is a frequent speaker at both academic and business events.
Course Description
OBJECTIVES

To ensure that  participants in the stock market have adequate knowledge of the stock exchange
operations

PROGRAMME CONTENTS

Secondary Markets, Trading Clearing and Settlement, Rolling Settlement, BOLT, Mutual Funds, 
Dematerialisation of Shares, Surveillance, Sensex and Other Indices, Futures and Options, Primary
Markets, Book Building & IPOs, Listing, Debt Market, Investors' Grievances Redressal Systems of
BSE, Fundamental Analysis, Technical Analysis.

Participants attending the entire course shall be  eligible to receive Participation Certificate
from the BSE Training Institute.

TARGET AUDIENCE

Stock Brokers, Sub-brokers, Mutual Funds, DPs  and Investors.

DURATION & TIMINGS

4 days
9.30 am to 5.30 pm
Course Description

This course will help you demystify the stock market and start making
money!  Everyone yes, everyone is sure to find something suitable in the
stock market to invest in. It doesn't matter if you are looking for a very safe
investment to protect your nest egg or a risky investment with a huge
potential to make a killing! Everyone finds themselves along that spectrum
and will discover that the stock market has investments for people who want
to protect their savings and for people who want to grow their savings.

The stock market can be confusing. Using examples, actual stories

from real investment advisers, and lists of great online resources,
each lesson builds on the last to give you the clarity needed to
understand investments. By the time you're done with this course,
you'll have found a few investments you can enjoy and you'll be able
to start investing right away with the assurance that you know what
you're doing.

Course Requirements

This course will not require you to have previous experience in any particular area but you
should have a high school reading level. No books will be required.

Course Goals

This course starts with some foundational instruction about the economy and how the stock
market fits into the economy. Then it talks about your financial portfolio and the things you need
to know about yourself to help build your portfolio. Between the economy lesson and the
portfolio lesson, you'll be on your way to easily answering the question 'what should I buy' and
'when should I sell?'

Then, the course delves even further into the world of investments: each lesson takes you
through different types of investments: stocks, bonds, and mutual funds. You'll learn how each
one works, how to choose good ones and when to sell them. Finally, you'll learn about additional
techniques and investments you can make that will help you to balance and diversify your
portfolio.
By the time you're done this course, you'll have found a few investments you can enjoy and
you'll be able to start investing right away with the assurance that you know what you're doing.

Course Outline

Lesson 1: General Economic and Market Information

Lesson 2- Building an Investment Portfolio
Lesson 3- Common and Preferred Stocks
Lesson 4- Bond and Other Fixed Income Securities Information
Lesson 5- Mutual Funds
Lesson 6- Other Investments

Course Materials

All course material will be provided in the lessons and netlinks. There are no required materials
to purchase before taking the class.

Grading Policy

Each lesson will include a lesson review quiz designed to highlight lesson topics. Students will
successfully complete this course with 70% or better.