Our Lady of the Pillar College-San Manuel Inc.

District 3, San Manuel, Isabela

COLLEGE OF BUSINESS ADMINISTRATION

COURSE SYLLABUS

1ST Semester of A.Y. 2020-2021

OLPC-C PHILOSOPHY, VISION, MISSION AND CORE VALUES

Pillarican Philosophy of Education

Pillarican education is a life-long human transformation through integral evangelization so that everyone will become a pillar of peace, justice and love for humanity with preferential
option for the poor and deep concern for the environment.

Vision
OLPCC, a Catholic College, as an evangelizing arm of the local church, envisions a totally transformed Christian Community.

Mission
Thus, OLPCC as a sharer in the life and mission of the local church commits to:

a. provide equal opportunity and access to quality education integrating Gospel and Filipino values and relevant to the needs of the time.
b. creates in the school community an atmosphere and opportunities for individual transformation that lead to the Christian community living.
c. reach out to people enriching their faith-life experience needed in building a just and humane society.

Core Values
People-oriented with preferential option for the poor
Insisting Passion for excellence
Loyal to the school and teamwork oriented
Life-long learners
Accountable and Christ-centred and
Responsible Filipino citizen with environmental and social consciousness

Course Code : FM 5
Course Title : Investment and Portfolio Management
Credit : 3 units (non - laboratory)
Prerequisite : FM 1
Number of Hours : 54 hours
Subject Description : This course deals with the study of fundamental theories of optimal portfolio selection,investment evaluation,securities valuation,industry and
company analysis in relation to stock market operations,management of fixed income investments and international portfolio diversification

Course Outcome:

- Demonstrate modern business techniques in business presentation and financial reporting using E-commerce and On-line stocks.

- Articulate in their own words truth, honesty and integrity in business language which they have learned from the lessons.

- Respond to the emerging needs in providing business decision making anchored with good governance and moral responsibility.

- Desire to actively participate in advocacies for environmental concerns, issues and movements

- Being honest in all dealings using the competencies learned in the subject

Program Outcomes Performance Course Outcomes ( ILO Course Topics Teaching/Learning Activities Time Table
Indicators ( refer to course level ) ( 54 hours )
CMO )

- Preserve and promote “Filipino Prepare a comprehensive Demonstrate modern Investment Management - Lecture and Discussion Week 1
historical and cultural heritage” strategic business plan business techniques in Overview -Brainstorming
(based on RA7722) business presentation and Investment Portfolio as
 Conduct a planning and financial reporting using hedge against Inflation -Research Works
- Articulate the rootedness of problem solving meeting E-commerce and On-line Investment Risk -Quizzes Week 2
education in philosophical,socio- to resolve issues related stocks.
cultural,historical,psychological and
-Presentation/reports
to a planned business Diversification in
political contexts. event Investment Week 3
- Analyze the business environment
and innovate business ideas for
Financial market,investing
strategic direction and operational mistakes,investment climate
in the Philippines Week 4
plan preparations.

Week 5-6
PRELIM
EXAMINATION
- Express oneself clearly and Articulate in their own Stock Investment Lecture and Discussion Week 7
communicate effectively with Apply appropriate words truth, honesty and Nature of Business
stakeholders both oral and written quantitative tools to integrity in business Classification of Stocks Case Study Analysis Week 8
forms address a business case language which they have
- Demonstrate corporate citizenship problem learned from the lessons. Stock Market and its Nature Presentation of output
Week 9
and social responsibility and
exercise high personal moral and Classification of Mutual Group
ethical standards Funds Work/Brainstorming
- Apply information and Week 10
communication technology (ICT) Real Estate Concepts and Computation/Activity
skills as required by the business Transactions Sheet
environment
- Investment Proposal
Presentation Week 11

Week 12
- MIDTERM
EXAMINATION
 - Apply the basic concepts that Prepare product/service Respond to the emerging Precious metals and stones Lecture and discussion on cost of Week 13
underlie each of the functional specification plan needs in providing Stones as an investment capital
areas of business business decision making Determining Values of -Research work on capital market
(marketing,finance,human anchored with good Investment in Precious -Case Study Analysis
resource management,production governance and moral Metals and Stones  Students will calculate the
cost of common stock equity
operations responsibility Personal investment
and convert it to cost of
management,information Target Saving Goal retained earnings
technology and strategic Desire to actively Week 14
 Determine the cost of long
management) and employ these participate in advocacies Passion for Life,Investing In term debt and the cost of
concepts in various business for environmental Yourself preferred stock
situations concerns,issues and  Describe the procedures Week 15
- Select the proper decision making movements Wealth Accumulation used to determine break
tools to critically,analytically and Being honest in all points and weighed Week 16
creatively solve problems drive dealings using the marginal cost of capital
results competencies learned in
- Work effectively with other the subject
stakeholders and manage conflict in Week 17
the workplace
- Demonstrate corporate social
responsibility and exercise high Week 18
personal,moral and ethical standards.
FINAL EXAMINATION

Suggested Mejorada Nenita D. Investment Management and Personal Finance, First edition,JMC Press Inc.,388 Quezon City,Philippines
Readings and Agamata,Franklin T. Management Advisory Services; A comprehensive guide,2012 Edition GIC Enterprises and Company,Inc.,2019 C.M. Recto Avenue,
References Manila Brown Keith C.,Reily
Frank K., Understanding Investment Analysis and Portfolio Investment,Philippine Edition Cengage,Learning Asia Pte.Ltd. (Philippine Branch),Pasig City

Course Worksheets
Requirements Detailed course outline
Investment Plan
Hand-Out
Examinations (Prelim, Midterm, Finals)
 Grading System Performance Task-30%
Quizzes and Written Works-30%
Examination-30%
Midterm Grade/ Final Grade: (Computed Midterm Grade) + 30% (Prelim Grade) MG x 2 + PG /3=Final Midterm Grade
Note: To get the Percentage: Score ÷ No. of items x 50+50 = Percentage
Passing Grade is 75%
Classrom Policies 1. The class starts and ends with a prayer to be led by assigned student. It is expected that assigned student prepares short personal prayer for the class;
2. Student should attend class regularly at the prescribed time. Policy on attendance should be followed;
3. Active participation in the discussion and other works assigned to the class;
4. Students should attend class ready for exams, reports, assignments and projects;
5. Students can use their cellphone and gadgets for academic purposes only;
6. Take examination on scheduled dates, special examination are only given to students who can present excused letter signed by their parents and with
valid reasons (hospitalize, death of immediate family member, illnesses supported by medical certificate, church related activity with excuse letter)
7. Use the prescribed uniform.
Academic Dishonesty:
Honesty is expected from the students, Unethical behaviors (immorality, lying, undesirable actuation) are discouraged. Any student caught cheating during
examinations ore nave in plagiarism in submitting requirements shall be given a grade of F which means failing in the requirements shall be given a grade of F
which means failing in the requirement or course. Copying and cheating during examination, assignment, report or research, owning works of others and other
works and other works that show scholastic dishonesty.
Policies on Absences:
Students are only allowed 10 absences for classes of three hours (MWF), while 7 absences for TTh classes. Students are asked to present an excuse letter before
he/she could be accepted in class. Special exams are not allowed to students with valid reason. Like prolonged sickness. It is the responsibility of the student to
monitor his/her tardiness and absences which can be a reason for a grade of “FA. It is also responsibility of the student to consult his/her teacher, academic
coordinator or the Dean for extra-ordinary cases.

Prepared by: Checked by: Noted by:

ROSALYN LUCAS MAURICIO LIZETTE CONDREA S. RAMOS, MBM, LPT MARISSA F. PRUDENCIO,Ph.D.
Instructor Program Coordinator Academic Dean