Investments in Personal Financial Planning

MGMT X 430.32

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Online
Remote Instruction
Starting at $765.00
As few as 11 weeks
4.0

What you can learn.

  • Examine of the role of various investment vehicles in meeting financial goals
  • Understand the securities markets and additional sources of information
  • Learn about alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles

About this course:

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded, and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; market analysis; analysis of individual companies; the market in debt instruments; and alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles.
Prerequisites
MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 430.31 Survey of Personal Financial Planning or consent of instructor.

Winter 2021 Schedule

Available Format(s):

These courses are fully online and have no regular meeting times.

Enrollment Closed
-
This section has no set meeting times.
Instructor: Robert Watson
377920
Fee:
$765.00
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after January 08, 2021
Course Requirements

Available Format(s):

These courses have regular meeting times and are fully online, via remote instruction. Click “See Details” below for more information.

Future Offering (Opens February 01, 2021 12:00:00 AM)
-
Wednesday 6:00PM PT - 9:00PM PT
Location: Online
Instructor: Steve Minihan
379168
Fee:
$765.00
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after April 13, 2021
Course Requirements
Book: Investments: An Introduction (13th) by Herbert B. Mayo
Schedule
Type
Date
Time
Location
Lecture
Wed Mar 31, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Apr 7, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Apr 14, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Apr 21, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Apr 28, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed May 5, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed May 12, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed May 19, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed May 26, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Jun 2, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Jun 9, 2021
6:00PM PT - 9:00PM PT
Online

Contact Us

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