Investment and Portfolio Analysis

Summer 2019 > Management & Business > FINA.3210 > 061

Course No: FINA.3210-061; SIS Class Nbr: 1360; SIS Term: 2840
Course Status: Registration Closed

Course 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, Notes & Instructor

• Prerequisites: ECON 2010 Economics I & ACCT.2010 Acct/Financial; or Business minor and ACCT.2010 Acct/Financial or Information Technolgy Major (IT-BS, IT-AS.)
• Core Codes: IL, CTPS
• Credits: 3; Contact Hours: 3
• Instructor: Frank Andrews
• UMass Lowell Bookstore

When Offered & Tuition

• Online Course
• 2019 Summer: May 20 to Jul 28
• Chat Hours: Tue 7-8pm*
• Course Level: Undergraduate
• Tuition: $1155
• Note: There is a $30 per semester registration fee for credit courses.

*Chat Hours provide an opportunity for the instructor and students to communicate in "real time". It is an informative and interactive session where course related questions, answers, and discussions take place. While student attendance during chat hours is not required, it is highly recommended. Weekly chat sessions are archived for students who are not able to participate in the live chat sessions at the scheduled times.

Related Programs: B.A. in Actuarial Studies, B.S. in Business Administration

Every effort has been made to ensure the accuracy of the information presented in this catalog. However, the Division of Graduate, Online & Professional Studies reserves the right to implement new rules and regulations and to make changes of any nature to its program, calendar, procedures, standards, degree requirements, academic schedules (including, without limitations, changes in course content and class schedules), locations, tuition and fees. Whenever possible, appropriate notice of such changes will be given before they become effective.