Fundamentals of Investing

MGMT X 433.01

Learn the basics of investing, including investment analysis, investment risk, capital markets, portfolio development, management and rebalancing.

READ MORE ABOUT THIS COURSE
Fall
Winter
Summer
Hybrid (In-Person)
Starting at $855.00
As few as 11 weeks
4.0

What you can learn.

  • Understand the basic concepts and principles of investing, examine investment policies, learn about various types of securities and factors that influence price changes
  • Prepare an investment program, discover different sources of and the relevant mechanics and techniques of the market

About this course:

Designed to present the foundational concepts and principles of investing, this course examines investment policies, types of securities, factors that influence price changes, timing purchases/sales, preparing investment programs to meet objectives, investment risk and return and portfolio balancing. Instruction includes an introduction to investments, including investment analysis, portfolio management and capital markets; an overview of the securities market and its behavior; information about various instruments and trade procedures; and relevant market mechanics and techniques.

Spring 2024 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:00PM - 8:00PM PT
Available
See Details
Instructor: Sue J. Liu
396951
Fee:
$855.00
Hybrid (In-Person)format icon
Location: UCLA
ENROLL BY: Apr 3, 2024
See Details
Notes

Visitors not permitted. Internet access required. Materials required. 

Refund Deadline
No refunds after April 16, 2024
Course Requirements
Course syllabus not yet available.
Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 3, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed Apr 10, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed Apr 17, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed Apr 24, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed May 1, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed May 8, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed May 15, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed May 22, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed May 29, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed Jun 5, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Wed Jun 12, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146

Summer 2024 Schedule

Date & Time
Details
Format
 
-
Thursday 6:00PM - 8:00PM PT
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
Instructor: Sue J. Liu
398292
Fee:
$855.00
Hybrid (In-Person)format icon
Location: UCLA
Notes

No meeting July 4, 2024.

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after July 17, 2024
Course Requirements
Course syllabus not yet available.
Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk
Schedule
Type
Date
Time
Location
Lecture
Thu Jun 27, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall 146
Lecture
Thu Jul 11, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Jul 18, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Jul 25, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Aug 1, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Aug 8, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Aug 15, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Aug 22, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Aug 29, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Sep 5, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall
Lecture
Thu Sep 12, 2024
6:00PM PT - 8:00PM PT
UCLA
Dodd Hall

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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