This study reports findings from a higher education investment course designed to enhance skills-based learning through experiential, immersive, live, and technologically empowering elements. Results suggest the following performance for the course. First, pure popularity and peer-to-peer word-of-mouth has seen course numbers grow almost 2.5× over…

This study briefly reports on a range of conflicts involving teaching work in joint-stock higher education organizations which trade shares in [B]3 stock market, especially Ânima, Estácio, Kroton and Ser Educacional. After the systematic organization of empirical observations, we defined our object through a methodology specific to the…

Self-efficacy is essential to learning but what happens when learning is done as a result of a collective process? What is the role of individual self-efficacy in collective problem solving? This research examines the manifestation of self-efficacy in prediction markets that are configured as collective problem-solving platforms and whether…

A rapid integration of financial markets has prevailed during the last three decades. Investors are able to diversify investment beyond national markets to mitigate return volatility of a "pure domestic portfolio." This article discusses a simulation project through which students learn the role of international investment by managing…

The financial calculator is incorporated in finance education. In class, the instructor shows students how to use the financial calculator's function keys to solve time value of money (TVM) related problems efficiently. The fundamental finance course is required for all majors in the business school. Some students, especially…

Operating a financial investment company in an unstable economy is not easy. But the right training at Vanguard ensures satisfied customers. The company made an investment of its own in learning and development that paid off big in 2009. The learning offerings, both innovative and efficient, keep its workers updated on strategies that bring…

The author describes how investment research workshops were used to prepare students at Texas A&M University (TAMU) to compete in the 2008 Equitrader Collegiate Challenge. The Equitrader Collegiate Challenge is a simulated equity trading competition that enables students to match wits against the market and other contestants. This paper…

This article describes an experiential exercise that uses a brief simulation model intended to introduce undergraduate international finance students to the complexities in corporate investments in foreign countries. Use of the model requires one or preferably two class periods. Student learning goals include: (a) understanding how different…

Over the past several decades, colleges and universities have moved away from the traditional chalk-and-talk lecture. Professors have experimented with a myriad of methods to engage students more fully. Some of the innovations that have been used have succeeded in improving student performance and satisfaction. In this paper we report the learning…

The traditional approach to teaching a course in investments is predicated upon the efficient market hypothesis, modern portfolio theory, and the assumption that decision-makers are rational, wealth optimizing entities. Recent developments in the arena of behavioral finance (BF) have raised questions about this approach. Although the idea of…

Describes the occupation of futures executioner and depicts the complexities of executing futures contracts on the Chicago Mercantile Exchange. (JOW)

Offers a job description for financial analysts and personal financial advisors. Includes information on the nature of the work; employment outlook; benefits and drawbacks, qualifications, training, and certification required; and lists related occupations. (JOW)

Middle school students practiced their math skills and learned about the stock market by selecting and managing their own hypothetical portfolios of real stocks. (SJL)

Profiles Loy Gotham, an investment executive at PaineWebber, and how she manages stock portfolios for her clients. Distinctions are made between bonds, dividends, mutual funds, profits, and shares. Provides worksheet for tracking a stock. Describes how business was conducted in the past and how basic principles of supply and demand still apply.…

A survey of 100 securities analysts at investment banking firms in the United States and United Kingdom showed that individual characteristics have little influence on the information sources and communication channels used by analysts, but institutional resources significantly influence the information and communication channels used, and also…