Summer Enrollment is Open! Courses begin June 23, 2025.

Fundamentals of Investing

MGMT X 433.01

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

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READ MORE ABOUT THIS COURSE
Fall
Winter
Summer
In Person
Online
Starting at $855.00
As few as 11 weeks
4.0
View Course Options

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.

Summer 2025 Schedule

Date & Time
Details
Format
 
-
Thursday 6:00PM - 8:00PM PT
Available
See Details
Instructor: Sue J. Liu CFA
403924
Fee:
$855.00
In Personformat icon
Location: UCLA Extension Lindbrook Center in Westwood
Updating...
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Textbook can be purchased directly from the publisher (Pearson). Fundamentals of Investing (14th edition)

 

Refund Deadline
No refunds after July 06, 2025
Course Requirements
Course syllabus not yet available.
Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk
ISBN 9780135662274
Schedule
Type
Date
Time
Location
Lecture
Thu Jun 26, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Jul 3, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Jul 10, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Jul 17, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Jul 24, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Jul 31, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Aug 7, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Aug 14, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Aug 21, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Aug 28, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210
Lecture
Thu Sep 4, 2025
6:00PM PT - 8:00PM PT
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 210

Fall 2025 Schedule

Date & Time
Details
Format
 
-
Monday 6:30PM - 9:30PM PT
Future Offering (Opens July 28, 2025 12:00:00 AM)
See Details
Instructor: Constantinos Pagonis
405236
Fee:
$905.00
In Personformat icon
Location: UCLA
Updating...
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Textbook can be purchased directly from the publisher (Pearson). Fundamentals of Investing (14th edition)

 

Refund Deadline
No refunds after October 05, 2025
Course Requirements
Course syllabus not yet available.
Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk
ISBN 9780135662274
Schedule
Type
Date
Time
Location
Lecture
Mon Sep 22, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Sep 29, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Oct 6, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Oct 13, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Oct 20, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Oct 27, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Nov 3, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Nov 10, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Nov 17, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Nov 24, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Mon Dec 1, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
-
This section has no set meeting times.
Future Offering (Opens July 28, 2025 12:00:00 AM)
See Details
Instructor: Salman Sadiq
405238
Fee:
$905.00
Onlineformat icon
Updating...
See Details
Notes

Internet access required. Materials required. 

Refund Deadline
No refunds after October 05, 2025
Course Requirements
Course syllabus not yet available.
Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk
ISBN 9780135662274

Contact Us

This course applies towards the following certificates & specializations…

Finance
finance-ce0443
Business Fundamentals
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