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FIN-3210 Security Analysis and Portfolio Management

Security Analysis and Portfolio Management presents an overview of investments with a focus on asset types, financial instruments, security markets, and mutual funds. The course provides a foundation for students entering the fields of investment analysis or portfolio management. This course examines portfolio theory, debt and equity securities, and derivative markets. It provides information on sound investment management practices, emphasizing the impact of globalization, taxes, and inflation on investments. It also provides guidance in evaluating the performance of an investment portfolio.

Advisory: It is advisable to have completed FIN-3010: Principles of Finance, either MAT-1190: Quantitative Business Analysis or MAT-1290: Precalculus, and STA-2010: Principles of Statistics with grades of C or better in order to succeed in this course. Students are responsible for making sure that they have the necessary knowledge.

Study Methods:

Online Courses (FIN-3210-OL):
May 2024
TECEP® Examination (FIN-3210-TE):
Feb 2024,  Mar 2024,  Apr 2024,  May 2024,  Jun 2024

Credits: 3

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(Please visit the University bookstore 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)