Investments in Personal Financial Planning
This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.
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.
It is advisable that you complete the following (or equivalent) since they are prerequisites for Investments in Personal Financial Planning.
Winter 2020 Schedule
These courses are fully online, and there are no in-person classroom meetings.
Enrollment limited. Materials required.
Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.