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I strongly urge you to use email to contact me outside of class. I will check my
Other Information
email messages daily Monday through Friday and occasionally on weekends, and
you can be sure I will receive your message this way.
This course combines interactive lectures and computer lab sessions. The class
will work through many Excel examples together. Homework problems will
Course Delivery often involve material more advanced than what was covered in class giving
Methods students the opportunity to build on the concepts. Finally the book choices were
selected because they each do a great job of bridging the gap between theory and
application. (Think CFA)
You may not use your cell phones or other electronic communication devices in
Cell Phones
class.
Course Policies
Grades will be assigned on an adjusted curve of total points. It is anticipated that the
median grade in this class will be a B. Grading will be based on the following
weightings of assigned material:
Grading (credit)
Mini-Quizzes 10%
Criteria
Class Improvement Report 10%
Project 30%
Exams 25% each
Homework Suggested homework will be assigned weekly. The homework assignments will be
Assignments listed on WebCT.
Students registered for the class are required to attend all sessions. In the middle of
each class, I will give you a mini quiz. It will consist out of one problem similar to
some problem from your previous homework. Only five best quizzes would go to
your grade.
Class
Attendance&
You may request a waiver from attending a class by sending me e-mail before the
mini-Quizzes
class describing (a) the reasons for absence and (b) how you plan to cover the
material discussed in the class.
Participation in class discussions is an important part of the learning process. Don’t
be hesitant or shy!!!
There will be one project assigned applying the portfolio models from class to an
investment problem. You must work in groups of three-five students on the project.
Project
Further project details will be forthcoming in class. Late project will not be
accepted.
Class The class improvement report should be an essay of no more than one typed page
Improvement (single spaced), it may also include a spreadsheet, addressing the question: How this
Report class can be improved? Due - last class.
Always check WebCT before class. This site will include PowerPoint files of the
course lecture notes, homework assignments, any external web links, and relevant
WebCT
updates about the class including any changes to the schedule of assignments or
quizzes.
The University of Texas System and The University of Texas at Dallas have rules and
regulations for the orderly and efficient conduct of their business. It is the
responsibility of each student and each student organization to be knowledgeable
about the rules and regulations which govern student conduct and activities. General
information on student conduct and discipline is contained in the UTD publication, A
to Z Guide, which is provided to all registered students each academic year.
The University of Texas at Dallas administers student discipline within the
procedures of recognized and established due process. Procedures are defined and
described in the Rules and Regulations, Board of Regents, The University of Texas
Student Conduct System, Part 1, Chapter VI, Section 3, and in Title V, Rules on Student Services and
and Discipline Activities of the university’s Handbook of Operating Procedures. Copies of these
rules and regulations are available to students in the Office of the Dean of Students,
where staff members are available to assist students in interpreting the rules and
regulations (SU 1.602, 972/883-6391).
A student at the university neither loses the rights nor escapes the responsibilities of
citizenship. He or she is expected to obey federal, state, and local laws as well as the
Regents’ Rules, university regulations, and administrative rules. Students are subject
to discipline for violating the standards of conduct whether such conduct takes place
on or off campus, or whether civil or criminal penalties are also imposed for such
conduct.
The administration of this institution has set deadlines for withdrawal of any college-
level courses. These dates and times are published in that semester's course catalog.
Administration procedures must be followed. It is the student's responsibility to
Withdrawal from
handle withdrawal requirements from any class. In other words, I cannot drop or
Class
withdraw any student. You must do the proper paperwork to ensure that you will not
receive a final grade of "F" in a course if you choose not to attend the class once you
are enrolled.
Procedures for student grievances are found in Title V, Rules on Student Services and
Activities, of the university’s Handbook of Operating Procedures.
In attempting to resolve any student grievance regarding grades, evaluations, or other
fulfillments of academic responsibility, it is the obligation of the student first to make
a serious effort to resolve the matter with the instructor, supervisor, administrator, or
committee with whom the grievance originates (hereafter called “the respondent”).
Individual faculty members retain primary responsibility for assigning grades and
evaluations. If the matter cannot be resolved at that level, the grievance must be
Student Grievance submitted in writing to the respondent with a copy of the respondent’s School Dean.
Procedures If the matter is not resolved by the written response provided by the respondent, the
student may submit a written appeal to the School Dean. If the grievance is not
resolved by the School Dean’s decision, the student may make a written appeal to the
Dean of Graduate or Undergraduate Education, and the deal will appoint and convene
an Academic Appeals Panel. The decision of the Academic Appeals Panel is final.
The results of the academic appeals process will be distributed to all involved parties.
Copies of these rules and regulations are available to students in the Office of the
Dean of Students, where staff members are available to assist students in interpreting
the rules and regulations.
These descriptions and timelines are subject to change at the discretion of the
Instructor.