Course materials#

Required#

  1. Computer — You will need to have access to a computer for this course. It can be your own personal computer or a university computer in the classroom or another lab, but you must be able to install software on the computer.

  2. Financial calculator — You may use a calculator on quizzes, but your calculator may not be “smart” (i.e., no graphing calculators, smart phones, etc.). I recommend getting a financial calculator, though any “dumb” calculator will be fine.

  3. D2L — I will use D2L regularly to send out announcements, upload course materials, and post grades. Be sure you have your email preferences set up so that you get the appropriate alerts. D2L will also be used for assignment submissions.

  4. Programming

    • We will be using the Python programming language for several quantitative exercises, projects, and assignments.

    • We will be using Visual Studio Code in this class to write our Python code. You may download the software here: https://code.visualstudio.com/

    • We will be using the Anaconda software as well. This software will give us access to Python and many packages that we will use. If you would like to install the software on your personal computer, you may download it for free at https://www.anaconda.com/distribution/. Be sure to install Python 3.9.

  5. Course slides — Slides will be posted on slides.com, and links to the slides will be posted on D2L.

Not required, but helpful#

If you come to class, take notes, and participate, you probably don’t need to purchase the book(s).

Textbook — I will be teaching this course using Corporate Finance, 12th Edition by Ross, Westerfield, Jaffe, and Jordan (ISBN: 9781259918940).

Textbook — The Chartered Financial Analyst (CFA) designation is an incredibly valuable credential among financial professionals. For this reason, I will also incorporate material from the CFA Curriculum. There are many inexpensive used copies online, and while recent versions are best, older versions will likely contain the necessary material.

Textbook — The Chartered Financial Analyst (CFA) designation is an incredibly valuable credential among financial professionals. For this reason, I will be teaching this course primarily using the Equity volume from the CFA Level II Curriculum. There are many inexpensive used copies online, and while recent versions are best, older versions will likely contain the necessary material. That being said, if you come to class, take notes, and participate, you should not need to purchase the book.