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FIN-321 Security Analysis and Portfolio Management

An introduction to investment alternatives, security analysis and portfolio construction. Topics include: the environment in which investment decisions are made; markets for the purchase and sales of securities; risk and return - their measurement and use in the construction of the individual's portfolio; taxation; and the efficiency of financial markets as well as specific investments: debt instruments - corporate bonds, federal government securities and municipal bonds; equity investments; put and call options; investment companies; and nonfinancial assets such as real estate, gold and collectibles.

Advisory: This is an upper-level finance course. It is advisable to have knowledge in FIN-301 Principles of Finance, MAT-119 Quantitative Business Analysis or MAT-121 College Algebra, and STA-201 Principles of Statistics with grades of C or better to succeed in this course. Students are responsible for making sure that they have the necessary knowledge.

Study Methods:

Online Courses (FIN-321-OL):
Jun 2019,  Aug 2019
TECEP® Examination (FIN-321-TE):
Jun 2019,  Jul 2019,  Aug 2019,  Sep 2019

Semester Hours: 3

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