PAMANTASAN NG LUNGSOD NG MUNTINLUPA

COURSE
SYLLABUS COLLEGE OF BUSINESS ADMINISTRATION
University Road, Poblacion, Muntinlupa City

QDI/ACAD/014 Course Title: FINANCIAL MARKETS

Issue No. 0 Revision No. 0 Effectivity Date 01 March 2018 Page No. 1 of 6

City
RurseVision
Title : Course Title: FINANCIAL MARKETS
We envisionNMuntinlupa City as
one of the leading investment Course Code: AFE 18
hubs in the country, with
educated, healthy, and God-
loving people, living peacefully P re-Requisite: Financial Management 1
and securely in a climate change
adaptive and disaster-resilient
community, under the rule of Credit Units: 3 units
transparent, caring and
accountable leadership.
Class Schedule: 3 hours per meeting/ per week
PLMUN Vision
A dynamic and highly
competitive Higher Education
Institution committed to people A. COURSE DESCRIPTION
empowerment towards building This course is intended to help students understand the role
a humane society. of financial institutions and markets play in the business
PLMUN Mission environment that students will face in the future. It also
helps students to develop a series of applications of
To provide quality, affordable principles from finance and economics that explore the
and relevant education
responsive to the changing needs connection between financial markets, financial institutions,
of the local and global and the economy. Students will learn commercial banks,
communities through effective investment banks, insurance companies, mutual funds, the
and efficient integration of
Philippine Stock Exchange (PSE), the Bangko Sentral ng
instruction, research and
extension; to develop productive Pilipinas, and their role of in the economy. The course also
and God-loving individuals in presents an overview of the financial system and its various
the society. financial markets, instruments and institutions. You will
investigate the nature and role of the main financial markets
CBA Vision
within the domestic and global environment. It also helps
The College of Business students to develop a series of applications of principles
Administration is envisioned to from finance and economics that explore the connection
enhance the quality of life of a
diverse population of students by between financial markets, financial institutions and the
enabling them to become socially, economy.
morally responsible and dynamic
business professionals.
B. COURSE LEARNING OUTCOMES
CBA Mission
At the end of the course, the students are expected to be able to:
The College of Business
Administration is committed to
provide relevant education
enabling students to acquire C. REQUIRED TEXTBOOK
proficiency, develop logical and Melicher, Ronald W and Norton, Edgar A.
critical thinking for global
competitiveness. Introduction to Finance, Markets, Investments and
Financial Management, John Wiley & Sons, Inc. 13 th
Edition. 2009
Salvador, Baysa, Gamboa, and Fua-Geronimp.,
“Fundamentals & Application of Financial
Management. Mutual Books, Inc. 2012
Saldana, Cesar G. “Principles of Managerial Finance, A
Financial Analysis Approach”, PSR Consulting, Inc.
2010
 PAMANTASAN NG LUNGSOD NG MUNTINLUPA
COURSE
SYLLABUS COLLEGE OF BUSINESS ADMINISTRATION
University Road, Poblacion, Muntinlupa City

QDI/ACAD/014 Course Title: FINANCIAL MARKETS

Issue No. 0 Revision No. 0 Effectivity Date 01 March 2018 Page No. 2 of 6

D. Course Outline, Schedule, and Readings

Week Date
Introduction:
 Class Orientation, Vision, Mission, Policy Guidelines & Standards
 Course Syllabus and Requirements
1 -2  Pre-test (Diagnostic exam)
 Gender and Development Issues

The Financial Environment

 A review of the six principles of finance
 Time Value of Money
 Return and Risk
 Diversification of risk
3-4  Financial markets are efficient’
 Management vs Owner objectives
 Reputation matters
 Personal Finance

Philippine Financial Markets

 Basic concepts of capital market development and efficiency
 Philippine Financial markets
 Financial securities
5-6  Role of financial institutions
 Overview of the banking system
 Regulation of the banking system
 Philippine financial institutions

Savings-Investment Process and Financial Assets

 National economic policy
 Gross domestic product (GDP) and capital formation
 Government influence on the economy
7-8  Historical role and creation of savings
 Factors affecting savings
 Types of assets
 Types of financial instruments or securities

9 MID-TERM EXAMINATION
Bonds: Characteristics and Valuation
 Long-term external financing sources for business
 Debt capital
 Valuation principles
 Valuation of bonds
10 - 11 Appendix/review chapter
FINANCIAL STATEMENT ANALYSIS
Objectives and limitations of financial statement analysis (Horizontal analysis, vertical
analysis, ratio analysis)
12 - 13 Stocks Characteristics and Valuation
 Advantages to Investors from Investing in Common stocks
 Corporate equity capital
 Dividends and stock repurchases
 PAMANTASAN NG LUNGSOD NG MUNTINLUPA
COURSE
SYLLABUS COLLEGE OF BUSINESS ADMINISTRATION
University Road, Poblacion, Muntinlupa City

QDI/ACAD/014 Course Title: FINANCIAL MARKETS

Issue No. 0 Revision No. 0 Effectivity Date 01 March 2018 Page No. 3 of 6

 Valuation of stocks
 Valuation and the financial environment
Securities Markets
 Initial public offering (IPO)
 Trading securities: secondary securities markets
14 - 15  Organized security exchanges
 Philippine stock exchange (PSE)
 What makes a good market

Investment Strategies
 Ways to invest for the small investors
16 – 17  Mutual funds
 Investment Unit Trust Funds (IUTF)

18 FINAL EXAMINATION

E. METHODOLOGY
Inter-active Teaching, Classroom Discussion/Consultation, Group Work,

F. COURSE REQUIREMENTS

1. Attendance (See Student Handbook)

2. Participation in class discussion, individual group tasks and work play
3. Written tasks (Homework, seatwork, evaluation, assessment)
4. Oral Presentations
5. Examinations
a. Quizzes – written exercises (to be scheduled anytime)
b. Midterm/Final Examination

G. GRADING SYSTEM

1. Attendance – 10%
2. Class Participation (Oral and Written Recitation, Projected Activities, Projects) 20%
3. Quizzes – Quiz # 1 + Quiz # 2 + Quiz # 3 + Quiz # 4 (optional) – 20%
4. Lecture Exam – Midterms, Finals – 50%
Total 100%
H. CLASSROOM POLICIES
1. Any student, who for an avoidable cause finds it necessary to be absent from class, must
present to his/her professor either a letter from his/her parent or guardian or a medical
certificate upon returning to class.
2. No cellphone usage during class discussion unless there is emergency or important matter
to attend to with the permission from the subject professor. All phones must be in silent
mode and put it inside the bag during class hour.
3. A student is held responsible for all lessons and assignments missed during his/her absence.
Furthermore, quizzes cannot be made up.
4. Academic honesty is expected at all times. Any form of dishonesty, and/or deceit, especially
cheating during examination or any class work shall be given a failing grade of 5.00.
 PAMANTASAN NG LUNGSOD NG MUNTINLUPA
COURSE
SYLLABUS COLLEGE OF BUSINESS ADMINISTRATION
University Road, Poblacion, Muntinlupa City

QDI/ACAD/014 Course Title: FINANCIAL MARKETS

Issue No. 0 Revision No. 0 Effectivity Date 01 March 2018 Page No. 4 of 6

Likewise, downloading and copying texts without proper acknowledgement of sources and
claiming such as one’s own is tantamount to cheating. Plagiarism shall automatically mean a
course grade of 5.00.
5. All tests and other projected assignments are required to be kept for future use.
6. Special major exams are scheduled one week after the administration of the major exams.
7. Student are expected to comply all the requirements needed in the subject
8. A student is encouraged to discuss his concern (teaching strategies, grades, etc.) with his
subject teacher.
9. All other policies in the Student Handbook shall be enforced in class.
10. Three late for the term is equivalent to one absent. Example three late for midterm is
equivalent to one absent the same will apply for the final term.
11. If the student wants to have makeup class he/she will ask the permission of the subject
teacher. The subject teacher must give her other class schedule to the student as reference
for makeup class.

I. CONSULTATION HOUR

Consultation hour will be determined individually by the professor with a view to the
concept of mentoring and nurturing the ideas of the students.

Prepared by: Reviewed by: Noted: Approved By:

Aquilino D Soriano, jr, CPA, DORIS P BISNAR, CPA, MBA RAMONITO A. MESINA, MBA REMEDIOS R. CUNANAN, Ph. D.
FLMI Program Chair, BSA Dean, College of Business Vice President for Academic Affairs
Course Professor Administration
 PAMANTASAN NG LUNGSOD NG MUNTINLUPA
COURSE
SYLLABUS COLLEGE OF BUSINESS ADMINISTRATION
University Road, Poblacion, Muntinlupa City

QDI/ACAD/014 Course Title: FINANCIAL MARKETS

Issue No. 0 Revision No. 0 Effectivity Date 01 March 2018 Page No. 5 of 6

E. METHODOLOGY
Inter-active Teaching, Classroom Discussion/Consultation, Group Work,

F. COURSE REQUIREMENTS

6. Attendance (See Student Handbook)

7. Participation in class discussion, individual group tasks and work play
8. Written tasks (Homework, seatwork, evaluation, assessment)
9. Oral Presentations
10. Examinations
c. Quizzes – written exercises (to be scheduled anytime)
d. Midterm/Final Examination
G. GRADING SYSTEM

1. Attendance – 10%
2. Class Participation (Oral and Written Recitation, Projected Activities, Projects) – 20%
3. Quizzes – Quiz # 1 + Quiz # 2 + Quiz # 3 + Quiz # 4 (optional) – 20%
4. Lecture Exam – Midterms, Finals – 50%
Total 100%
H. CLASSROOM POLICIES
12. Any student, who for an avoidable cause finds it necessary to be absent from class, must
present to his/her professor either a letter from his/her parent or guardian or a medical
certificate upon returning to class.
13. No cellphone usage during class discussion unless there is emergency or important matter
to attend to with the permission from the subject professor. All phones must be in silent
mode and put it inside the bag during class hour.
14. A student is held responsible for all lessons and assignments missed during his/her absence.
Furthermore, quizzes cannot be made up.
 PAMANTASAN NG LUNGSOD NG MUNTINLUPA
COURSE
SYLLABUS COLLEGE OF BUSINESS ADMINISTRATION
University Road, Poblacion, Muntinlupa City

QDI/ACAD/014 Course Title: FINANCIAL MARKETS

Issue No. 0 Revision No. 0 Effectivity Date 01 March 2018 Page No. 6 of 6

15. Academic honesty is expected at all times. Any form of dishonesty, and/or deceit, especially
cheating during examination or any class work shall be given a failing grade of 5.00.
Likewise, downloading and copying texts without proper acknowledgement of sources and
claiming such as one’s own is tantamount to cheating. Plagiarism shall automatically mean a
course grade of 5.00.
16. All tests and other projected assignments are required to be kept for future use.
17. Special major exams are scheduled one week after the administration of the major exams.
18. Student are expected to comply all the requirements needed in the subject
19. A student is encouraged to discuss his concern (teaching strategies, grades, etc.) with his
subject teacher.
20. All other policies in the Student Handbook shall be enforced in class.
21. Three late for the term is equivalent to one absent. Example three late for midterm is
equivalent to one absent the same will apply for the final term.
22. If the student wants to have makeup class he/she will ask the permission of the subject
teacher. The subject teacher must give her other class schedule to the student as reference
for makeup class.

I. CONSULTATION HOUR

Consultation hour will be determined individually by the professor with a view to the
concept of mentoring and nurturing the ideas of the students.

Prepared by: Reviewed by: Noted: Approved By:

Aquiino D Soriano, Jr., CBA, DORIS P. BISNAR, CPA, MBA RAMONITO A. MESINA, MBA
FLMI Program Chair, Accountancy Dean, College of Business Vice President for Academic Affairs
Course Professor Administration