Financial Services
Department Chair: Tracy Fulce, 847-376-7803 or tfulce@oakton.edu
The goal of the Financial Services curriculum is to provide knowledge to enhance career opportunities in investment analysis, or securities or commodities trading. The curriculum provides a strong foundation of knowledge for a variety of important business activities such as investment analysis, trading techniques applicable to securities and commodities, account and debt management, marketing and public relations.
Financial Services/Investment Analysis Certificate
15 Semester Credit Hours; Curriculum: 0014
| Code | Title | Hours |
|---|---|---|
| FIS 101 | Commodities Futures Trading | 3 |
| FIS 102 | Securities Trading | 3 |
| FIS 130 | Principles of Fundamental Analysis | 3 |
| FIS 140 | Principles of Technical Analysis | 3 |
| Select one of the following: | 3 | |
| Options Markets | ||
| Interest Rates and Foreign Exchange Markets (formerly FIS 250) | ||
| Total Hours | 15 | |
Students seeking a degree may apply these 15 credit hours to the elective hours in the Management and Supervision A.A.S.
Program Learning Outcomes
- Calculate a P/E (Price-to-Earnings) ratio.
- Identify trends and forecast future prices.
- Track investment instruments.
- Differentiate between shorting stocks and going long on stocks.
- Discuss how the Fibonacci retracement relates to financial services and the investor.
Financial Services Courses
Course presents fundamentals and history of commodity futures trading. Content includes the economic role of commodity trading in our society, exchange rules that govern trading, regulatory agencies and the organization and operation of the commodity futures exchanges.
Course continues FIS 101. Content includes fundamentals and history of the securities markets, the economic role of securities trading in our society, exchange rules that govern trading, regulatory agencies and the organization and operation of the securities exchanges.
Course studies use of fundamental analysis in commodity and securities price forecasting. Content includes supply and demand, price cycles, forecasting of prices and research methods.
Course studies use of technical analysis in commodity and securities price forecasting. Content includes basics of chart analysis of price movements and technical factors affecting price movement, trends, support and resistance levels and pattern identification. Focus is on construction, interpretation and application of charts as tools in determining market positions.
Course explores actual market conditions and strategies. Focus is on the relationship of options to their respective underlying vehicles and on the relationship of several individual options to others of the same classification. Recommended for students with basic knowledge of put and call options.
Course reviews methods and techniques of price analysis of commodity futures markets. Content includes focus on applying and examining validity of various methods of price analysis available for use in trading the commodity futures markets, for stock and bond trading, trading of live markets, and stop-loss procedures.
This course provides the student with the opportunity to earn credit and valuable experience while doing a jointly supervised project on the job in an approved company.
Course designed to meet the special interest needs of Financial Services students and local business organizations. Special topics will be offered for variable credit from one to four semester credit hours. Students may repeat FIS 290 up to three times on different topics for a maximum of nine semester credit hours. Fee Varies. Prerequisite may vary by topic.