Financial Planning: Investment Management

Catalog description

This course introduces theories and strategies of wealth management including basic concepts, investment techniques, and methodologies. Topics covered include: asset classes and market structure, risk and returns, portfolio theory, investment decisions and analysis, market efficiency and behavioral finance, fixed income and equity securities, investment companies, and taxation of investment. This course will also provide case practice and discussion and collaboration activities that facilitate students' learning and practicing their knowledge and skills. Graded on A-F basis only. Credit Hour s : 3 Prerequisites: FINPLN 2183 or Instructor's consent required