Course Description:

This course introduces risk-return concepts, debt and equity securities, and options and futures contracts. The course uses a Portfolio Project to evaluate the array of financial instrument investment alternatives and their risk profile. Participants analyze expected return characteristics, individually and in combination within a portfolio. Different investment strategies and valuation models are used to understand basic investment principles and practices.

Course Objectives:
Upon completing this course, students will:

• Gain a firm grasp of theoretical concepts underlying modern portfolio theory.
• Understand and apply theoretical concepts to real-world investment analysis.
• Learn about and evaluate investment alternatives, their risks, and their expected return characteristics.
• Discuss investment strategies and valuation models while applying them to sample client situations.
• Calculate various measures of investment risk and return used in portfolio analysis and construction; understand methods of evaluating investment results.

Course Requirements:
Students must receive a "C" grade or above to pass this course. Please review our program policies here.