FIN 620 - Seminar in Security Analysis and Portfolio Management

Units: 3
Theory and practice of security analysis and portfolio management. Topics include asset classes and financial instruments, markets and trading, investment companies, modern portfolio theory, fundamental and technical analysis of securities, bond analysis and management, and performance measurement.

Prerequisites: FIN 605.
Equivalent Quarter Course: FIN 6310.
Possible Instructional Methods: Entirely On-ground or Hybrid.
Grading: A-F grading only.
Student Learning Outcomes - Upon successful completion of this course students will be able to:

Define the major asset classes, various securities within those classes and features of those securities.
Show how financial securities are traded.
Calculate and compare various measures of risk and return.
Describe the key theories and concepts related to investment portfolios.
Calculate bond values and yields and explain various bond investment strategies.
Calculate equity values using alternative valuation models.
Use information technology tools to find and trade financial securities and build investment portfolios. Integrate analysis and selection of securities using the portfolio management process.