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UMass Lowell will resume on-campus instruction, research and campus life for Fall 2020. View the plan for more info.

FINA.3210 Investment and Portfolio Analysis (Formerly FINA 321/61.304 )

Id: 006388 Credits Min: 3 Credits Max: 3

Description

This course is a survey of investments for business students. Topics include the investment environment, markets and instruments, securities trading, market indexes, risk, diversification, the capital asset pricing model, market efficiency, introductory valuation of bonds stocks options and futures, mutual funds, behavioral finance, and strategies for individual inves­tors. Meets Core Curriculum Essential Learning Outcome for Critical Thinking & Problem Solving (CTPS) and Information Literacy (IL).

Prerequisites

Pre-reqs: ECON 2010 Economics I & ACCT.2010 Acct/Financial; or Business minor and ACCT.2010 Acct/Financial; and COM filter courses.

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