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
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.

Summer 2021 Schedule

Available Format(s):

Remote instruction courses are taught online in real-time with regularly scheduled class meetings held via Zoom. Course materials can be accessed any time through an online learning platform.

Available
-
Wednesday 6:00PM PT - 9:00PM PT
Location: Online
Instructor: Steve Minihan
381355
Fee:
$765.00
9 days left. Enroll by Jun 23, 2021
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after July 06, 2021
Course Requirements
Book: Investments: An Introduction (13th) by Herbert B. Mayo
Schedule
Type
Date
Time
Location
Lecture
Wed Jun 23, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Jun 30, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Jul 7, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Jul 14, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Jul 21, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Jul 28, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Aug 4, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Aug 11, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Aug 18, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Aug 25, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Sep 1, 2021
6:00PM PT - 9:00PM PT
Online

Contact Us

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