FIN 305 - Investments

3 Credit(s)

This course explores the theory and practice of investments, covering topics such as risk and return, capital market structure, security analysis, bond valuation, and portfolio management. Special emphasis is placed on how economic forces influence the pricing of financial assets. Understanding of investment theory is stressed and is tied in with application of techniques such as asset valuation and portfolio theory. Students apply a “top-down” valuation method to determine if a security is over-valued or under-valued and make subsequent trading decision using StockTrak. Data and information from Bloomberg is extensively used for making investment decisions. This course fulfills one of the requirements for the Certified Financial Planner (CFP®) examination. Also cross listed with EC 335. Students may not receive credit for both courses.
Prerequisite(s): EC 312 and FIN 303. EC 312 can also be taken at the same time of FIN 305.