Spring 2022
> Management & Business
> FINA.6220
> 082
Course No: FINA.6220-082; SIS Class Nbr: 10200; SIS Term: 3130
Course Status: Registration Closed
Course Description
This course develops investment theory as applicable to portfolio management and securities selection. Topics covered include identification of investor goals, identification of investment opportunities in real and financial assets under volatile capital market conditions as well as analysis and decision making under conditions of certainty and uncertainty. Related concepts include technical analysis and fundamental analysis, pyramid approach to investing, changing risk and return through asset allocation and portfolio formation, valuation of basic securities and rebalancing of portfolios.
Prerequisites, Notes & Instructor
- Prerequisites: FINA.6210 Security Analysis and Portfolio Management.
- Special Notes: If not currently matriculated in a Manning School of Business program, please contact the MBA staff at MBA@uml.edu or call 978-934-2848 for permission to take courses.
- Credits: 3; Contact Hours: 3
- Instructor: Tunde Kovacs
-
UMass Lowell Bookstore
When Offered & Tuition
- Online Course
- 2022 Spring: Mar 14 to May 07
- Course Level: Graduate
-
Tuition: $1965
- Note: There is a $30 per semester registration fee for credit courses.
Related Programs: Online MBA, M.S. in Finance
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.