Spring 2013 Course SLO Review

FIN 138 - Principles of Investment - Stage 5 - Mario Yrun

Assessment

Assessment Methods	Analysis of exam, quiz, or homework items linked to specific SLOs Assignments based on rubrics (such as essays, projects, and performances) Student satisfaction surveys Capstone projects or final summative assignments
Assessment Description	1) FOR THE CUMULATIVE FINAL EXAM: all questions for both sections were allocated to a matrix of nine. Each of 3 course outline's SLO's assessed (listed below in 3c) were tested using a rubric of three levels of learning - A) Analyze/Evaluate, B) Understand/Apply and C) Knowledge/Recall. A percentage of students with correct answers for each of nine outcomes is reported in 3e below.
Learning Outcomes	From the course outline: SLO "L": Synthesize Pro's/Con's of stock ownership and differentiate between different types of common stock and bond instruments. SLO "V": Develop an asset allocation scheme that corresponds to specific investment goals, time horizons and risk preferences. SLO "W" Assess portfolio performance using quantitative measures, market indexes and other benchmarks
Number of Sections	2
Number of Instructors	2
Number of Students	20

Data Analysis

Data Shared With	Instructors of the same course (at CCSF)
Data Sharing Methods	Face-to-face meetings Email Phone
Data Summary	SLO L / Rubric A - 45% SLO L / Rubric B - 67% SLO L / Rubric C - 70% SLO V / Rubric A - 67% SLO V / Rubric B - 70% SLO V / Rubric C - 65% SLO W / Rubric A - 62% SLO W / Rubric B - 61% SLO W / Rubric C - 46%
Analysis Summary	For SLO L, last semester we targeted better performance for the higher learning level A and B through more activities and a greater lecture time allocation on the pros/cons of stock ownership and security-type differentiation. This semester, while higher percentages of the classes achieved learning levels B (54% from 45%) and C (70% from 69%) for SLO L , the percentages of the classes that achieved learning level A fell (45% from 54%). For SLO W, last semester we planned greater focus on rubric level C - portfolio performance quantitative measurement. This semester the data showed a decline in the percentage of students achieving learning level C (46% from 55%). However, we believe that it may be too soon to draw statistically significant conclusions due to the fact that this semester's class sections were 10 students each.
Next Steps Planned	The Instructors are still targeting better performance for SLO L through more activities and a greater lecture time allocation on the pros/cons of stock ownership and security-type differentiation. Also, rubric level C for SLO W, portfolio performance quantitative measurement, needs greater focus next semester.
Learning Outcomes	SLO "L": Synthesize Pro's/Con's of stock ownership and differentiate between different types of common stock and bond instruments. SLO "W" Assess portfolio performance using quantitative measures, market indexes and other benchmarks.

Tentative Future Plans

Term	Fall 2013
Activities	Revision of outcomes and assessment methods (measurements) Assessment (measurement) of outcomes Analysis and discussion of assessment data and next steps Implementation of planned changes and reassessment, amend SLO is official course outline of record
More Details	The SLOs on the official course outline of record will be streamlined to more clearly map to Program SLOs.

SLO Details Storage Location

HARD COPY - In my personal filing system (my office)
ELECTRONIC COPY - In my electronic filing system (hard drive or web server)

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