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.
Upon completing this course, successful students will be able to:
- 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.
Students must receive a "C" grade or above to pass this course. Please review our program policies here.
This course is an open enrollment course. No application is required and registration is available by clicking "Add to Cart" below.
Current students must register with their Georgetown NetID and password. New students must first create an account and password through the Student Portal prior to registration. After your account is created, you will receive your Georgetown NetID via email. When you have your Georgetown NetID and password, continue registration by clicking "Add to Cart", logging in, and following the steps to complete checkout. Course registration is complete when payment is processed and you receive a confirmation email.
Georgetown NetID Password Reset
If you have forgotten or do not have your Georgetown University NetID password, please contact the University Information Systems (UIS) 24/7 IT Helpdesk to have your password reset.
For more information or to speak with a program advisor, please complete the Request More Information Form, send an email to firstname.lastname@example.org, or call (202) 687-8700.