Center for Continuing and Professional Education

Investment Analysis and Portfolio Management

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Course Details

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, 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.


Grade Policy

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

Course Registration

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.

More Information

For more information or to speak with a program advisor, please complete the Request More Information Form, send an email to, or call (202) 687-8700.

Applies Towards the Following Certificates


XCPD-021 - 01 Investment Analysis and Portfolio Management    
2014 - Fall 2014 Non-Credit   Status:  Available
Class:   Fri 6:00PM - 9:35PM
7 Nov 2014
Class:   Sat 8:15AM - 4:00PM
8 Nov 2014
Class:   Fri 6:00PM - 9:35PM
21 Nov 2014
Class:   Sat 8:15AM - 4:00PM
22 Nov 2014
Class:   Fri 6:00PM - 9:35PM
5 Dec 2014
Class:   Sat 8:15AM - 4:00PM
6 Dec 2014
Class Schedule: 6 Sessions
Contact Hours: 36.00
Course Tuition:
Tuition non-credit    920.00
Potential Discount(s):
Alumni Discount
Financial Planning Discount
CCPE Info Session Discount
Location:   Main Campus
Building:   640 Mass Ave
Instructors: David Durr, Lauren Dyer, Bryan Strike

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October 1, 2014 6:00 PM Details

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