34 hours of MCLE credit available.
An examination of the role of various investment vehicles in meeting financial goals, securities markets and sources of information about the various instruments traded, and the procedure of trades. This online 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. For technical requirements click here.
Prerequisite: X 430.391 Financial Analysis in Personal Financial
Planning and X 430.31 Survey of Personal Financial
Planning, or consent of instructor.
Required course in Certificate in Personal Financial Planning.