Courses and Schedules

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 2025,  Jul 2025,  Jan 2026

TECEP® Examination (FIN-3210-TE):

Feb 2025,  Mar 2025,  Apr 2025,  May 2025,  Jun 2025,  Jul 2025,  Aug 2025,  Sep 2025,  Oct 2025,  Nov 2025,  Dec 2025,  Jan 2026,  Feb 2026,  Mar 2026,  Apr 2026,  May 2026,  Jun 2026

Credits: 3

Preview the Online Syllabus 
(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)