Skip to Main Content Skip to bottom Skip to Chat, Email, Text
"Degrees & Programs"

FIN/402

Investment Fundamentals and Portfolio Management

Online

Format

$1194

Estimated Tuition

credits

Total credits

weeks

Course length

Start when you're ready

Choose an upcoming start date:

Enroll by 1pm Central:

Please Note: Attendance and participation are mandatory in all University courses, and specific requirements may differ by course. If attendance requirements are not met, a student may be removed from the course. Please review the Course Attendance Policy in the Catalog for more information.

University of Phoenix reserves the right to modify courses. While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative.

Course level: Undergraduate

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.

Prerequisites

None

What you'll learn

Course skills and outcomes

Overview of Investing and 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 trade-offs 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.

Why UOPX

Why take courses at University of Phoenix

Accreditation that matters

We’ve been accredited by the Higher Learning Commission (hlcommission.org) for more than 40 years.

Real-world instructors

Learn from instructors who bring an average of 25 years of working experience to the classroom.

Affordable and potentially reimbursable

Our tuition and fees are competitive and fixed. Also, check to see if your employer will cover you for this course.

Next Steps

Start a conversation about your future with an enrollment representative today.

Start a conversation about your future with an enrollment representative today.

Call (844) 937-8679

Transfer Credits

Credit Transfer

Credit Transfer

Need to transfer credits to another college or university?

Before you enroll in a course, check with your school of choice to make sure they will accept our transfer credits and to understand any requirements or limitations. Then you can complete your course, and request your official transcript be sent to your school. That’s it!

How to request your transcripts