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Aug 26, 2024
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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.
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