Investment Fundamentals And Portfolio Management –

fin402

(3 credits)

This course covers the theories and practices of investments including financial markets, risk and return, securities, asset allocation and diversification. Students will utilize analytical techniques available in the investment planning and selection process in the environment in which investment decisions are made. Students will apply finance models and investment strategies to analyze and manage investments for various types of organizations.
This undergraduate-level course is 5 weeks. This course is available to take individually or as part of a degree or certificate program. To enroll, speak with an Enrollment Advisor.

Overview of the Investment Environment

  • Describe capital market instruments.
  • Determine asset classes.
  • Explain how the current investment environment impacts investment decisions.
  • Analyze the investment banking process.

Securities Analysis

  • Differentiate among data used to conduct financial analyses.
  • Compare an organization's financial performance to the industry using macroeconomic variables.
  • Calculate the expected return of financial assets using the Capital Asset Pricing Model (CAPM).

Risk and Portfolio Analysis

  • Explain the relationship between risk tolerance levels and macroeconomic variables.
  • Recommend changes in investment strategy to improve investment performance.
  • Construct an investment portfolio.
  • Analyze the risk and return tradeoffs associated with an investment portfolio.

Optimal Capital Market Strategies

  • Assess the performance of an investment portfolio using modern portfolio theory.
  • Revise an investment portfolio using various portfolio management techniques.
  • Analyze the effects of international portfolio diversification.

Special Topics in Investments and Portfolio Management

  • Examine alternative investment vehicles.
  • Explain the use of derivative securities to enhance portfolio performance.
  • Examine the application of investment portfolio management techniques to personal finances.

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