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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.

U 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):
Jul 2018,  Aug 2018,  Sep 2018,  Oct 2018,  Nov 2018,  Dec 2018
TECEP® Examination (FIN-321-TE):
Jul 2018,  Aug 2018,  Sep 2018,  Oct 2018,  Nov 2018,  Dec 2018

Semester Hours: 3

Preview the Online Syllabus new window
(Please go to our bookstore, MBS Direct new window in order to view the correct materials for each course by semester as the contents of the actual online syllabus may differ from the preview due to updates or revisions)