Maricopa Community Colleges  CSI212   20014-20042 
Official Course Description: MCCCD Approval: 12/09/03
CSI212 20014-20042 LEC 2 Credit(s) 2 Period(s)
Investing Systems
Systems used for executing and maintaining investment accounts. Includes the Investor Research and Information System (IRIS) and the Investar One System. Also covers Corporate Trust Agency Systems and the correspondence system. Prerequisites: None.
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MCCCD Official Course Competencies:
 
CSI212   20014-20042 Investing Systems
1. Explain the function of the Investor Research and Information System (IRIS). (I)
2. Demonstrate procedures to sign-on to the IRIS system. (I)
3. Explain types of information available on the IRIS system. (I)
4. Explain IRIS navigation procedures. (I)
5. Explain the purpose of the Investar One System. (II)
6. Demonstrate procedures for maintaining accounts in the Investar One System. (II)
7. Use the Investar One System to process redemptions and exchanges. (II)
8. Explain the use of Corporate Trust Agency Services (CTAS). (III)
9. Demonstrate procedures for making changes in CTAS. (III)
10. Describe the function and use of the correspondence system. (IV)
11. Demonstrate correspondence system navigation procedures. (IV)
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MCCCD Official Course Outline:
 
CSI212   20014-20042 Investing Systems
    I. Investor Research and Information System (IRIS)
        A. Toolbar
          1. Menu
          2. Usage
        B. Investor Selection Holdings
          1. Name Search
          2. Fund Search
          3. Certification Search
        C. Accounts
          1. Registration
          2. Address of Record
          3. Container
          4. Holdings
          5. Investor Issue Detail
          6. History
          7. Maintenance
          8. Types
          9. Categories
        D. Navigation
          1. Investor Detail
          2. Disbursement Summary
          3. Holdings Summary
          4. Holdings Detail
          5. Tax Information
          6. Transfers
          7. Maintenance
          8. Tracking
          9. By Fund
      II. Investar One
          A. Purpose
          B. Function
          C. Log-In
          D. Screens
          E. Systematic Withdrawal
          F. Systematic Investment
          G. Procedures
            1. Check Ordering
            2. Dividend Maintenance
            3. Interested Parties
            4. Redemptions
            5. Exchanges
            6. Broker Change
        III. Corporate Trust Agency Services (CTAS)
            A. Purpose
            B. Function
            C. Account Access
            D. Procedures
              1. Address Change
              2. Dividend Change
              3. Certificates
              4. Old Accounts
          IV. Correspondence System
              A. Function
              B. Use
              C. Navigation
              D. Procedures
                1. Letters
                2. Redemptions
                3. Certificates
                4. Transfers
                5. Reinvestment
                6. Check Replacement
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