Faculty Publications and Presentations

Publication Date

January 1997

Document Type



Written by Brian Satterlee while working as a Professor of Business and Dean of the Division of Adult and Continuing Education at Warner Southern College, FL.


This paper describes the results of a project to develop a graduate-level business course in Investment and Portfolio Management for use in a Master of Business Administration degree program at Warner Southern College (Florida). The development of the course had three phases: (1) learning outcomes were derived from a literature review on investment and portfolio analysis; (2) course guidelines and a course syllabus were developed based on the literature review with the syllabus containing a proposed course description, course goals, specific performance objectives, and major terms to be covered; and (3) a course outline was developed that included information regarding required textbooks, grading policies, and course requirements and learning activities. Copies of the Course Guidelines, course Syllabus, and Course Outline with lesson outlines are included. The lesson topics include overview of investment and portfolio analysis; markets for securities and taxes; risk and return; economic analysis; industry analysis; company analysis; bond analysis; derivatives; technical analysis; portfolio analysis; portfolio selection; and managed portfolios.