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> FINA.4710
Course No: FINA.4710; Last Offered: Spring 2027;
Course Description
This upper-level course covers the core knowledge that forms the foundation of the Chartered Financial Analyst (CFA) Level I curriculum. Designed for undergraduate students preparing for the CFA Level I examination, the course provides an intensive review of major financial tools, valuation techniques, and asset classes. Topics include Ethical and Professional Standards, Quantitative Methods, Economics, Financial Statement Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, and Portfolio Management. The course emphasizes fundamental financial concepts and analytical frameworks used in investment decision-making, helping students develop the knowledge and discipline needed for success on the computer-based CFA Level I examination.
Prerequisites & Notes
- Prerequisites:
- Special Notes:
- Credits: 3; Contact Hours: 3
Questions About This Course?
Contact the Advising Center at 978-934-2474 or
Continuing_Education@uml.edu
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