This course is designed to give students an overview of both security analysis and portfolio management. The course covers the valuation of common stock, Treasury bills and bonds, the trade-off between risk and return, the efficient market hypothesis, modern portfolio theory, equilibrium pricing relationships, and the evaluation of portfolio performance. Playing an investment challenge game is a requirement of the course.
This course is fully online and asynchronous, meaning you typically will not have to be online at specific times. You will engage in course-related activities through online tools such as announcements, discussions, and email. Your course learning will be based on weekly module content and activities that you can go through independently. Note: there are still deadlines for assignment submissions, and you may be expected to participate in discussion board interactions with your peers on a regular basis.
Your instructor may also include occasional scheduled sessions for Q&As and other discussion activities, using web conferencing tools such as Zoom and Google Meet. More details will be included in your course outline available on the first day of class.
Prerequisite: CFIN 401
or AFF 310
Antirequisite: AFF 501