FIN 475 - Advanced Investment Analysis and Ethics

Units: 3
Advanced analysis of equities, fixed income, and alternative investments including the portfolio management process and investment related ethics and professional standards.

Prerequisites: FIN 420.
Possible Instructional Methods: On-ground or Online-Asynchronous.
Grading: A-F grading only.
Student Learning Outcomes - Upon successful completion of this course students will be able to:

Define the ethical choices and professional standards related to investments.
Perform fixed income investment analysis including spot rate-based bond valuation, asset-backed security valuation, and credit analysis.
Perform equity investment analysis including industry, financial statement, DuPont, and technical analysis and forecasting for valuation. Compare various types of alternative investments.
Describe the portfolio management process including the investment policy statement and performance evaluation measures.