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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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

June 26 - September 4

Thursday 6:00PM - 8:00PM PT

Available

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Instructor: Sue J. Liu CFA

403924

Fee:

$855.00

In Person

Location: UCLA Extension Lindbrook Center in Westwood

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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