Investment Planning    3 s.h

Catalog description

Introduces topics of investment planning, vehicles, analysis and strategies required in the financial planning process. Discussions are within the context of risk and return, asset valuation, various financial instruments, financial mathematics, asset pricing models and portfolio management. The aim of the course is for students to gain the knowledge to evaluate alternative investment choices in the context of client's financial planning needs. Prereq.: "C" or better in FIN 3720 and 2.5 overall GPA.