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 2020 Schedule

Available Format(s):

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

Enrollment Closed
-
Thursday 6:30PM PDT - 9:30PM PDT
Location: Online
Instructor: Steve Minihan
374748
Fee:
$765.00
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after July 08, 2020
Course Requirements
Book: Investments: An Introduction (13th) by Herbert B. Mayo
Schedule
Type
Date
Time
Location
Lecture
Thu Jun 25, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Jul 2, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Jul 9, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Jul 16, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Jul 23, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Jul 30, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Aug 6, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Aug 13, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Aug 20, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Aug 27, 2020
6:30PM PDT - 9:30PM PDT
Online
Lecture
Thu Sep 3, 2020
6:30PM PDT - 9:30PM PDT
Online

Contact Us

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