Basic principles and techniques of investment analysis and portfolio selection and management. Portfolio policies available to investors.
 Hours3.0 Credit, 3.0 Lecture, 0.0 Lab
Course Outcomes: 

Financial Economics

Understand the fundamental concepts of financial economics as they pertain to securities markets.

Estimating Value

Estimate the value of various securities and design portfolios using financial principles such as the time value of money, arbitrage pricing, and mean variance optimization.

Communicate Efficiently

Communicate (read, speak, and write) efficiently and accurately using current investment management terminology and jargon at the level contained in the Wall Street Journal and other similar publications.

Pricing the Shares of a Company

Assign a fair price for the shares of a publicly traded company by interpreting the historical financial statements, forecasting pro-forma financial statements, then calculating and discounting free cash flows.

Technical Skills

Enhance existing Excel spreadsheet, statistical, and internet research skills.