Quarter Academic Credit
4
Gain in-depth, practical knowledge of both U.S. and international investments. Learn about valuation techniques, expected rates of return, yield curves, fundamental and technical analyses, and portfolio construction and management. Specifically, you will examine:
- Alignment of financial goals and risk tolerance
- Client assessment
- Types of risk
- Investment environments
- Securities markets
- Regulatory environment
- Investment theories and strategies
- Types of investment vehicles
- Municipal bonds and mutual funds
You will also acquire a comprehensive understanding of the characteristics of stocks, bonds and U.S. government securities.
Course Code
404340