Spring 2024
> Management & Business
> FINA.6710
> 031
Course No: FINA.6710-031; SIS Class Nbr: 13284; SIS Term: 3330
Course Status: Registration Closed
Course Description
This course is a focused review for the Level I of the Chartered Financial Analyst (CFA) Exam. Topics covered include Ethics, Economics, Quantitative Methods, Portfolio Management, Financial Statement Analysis, Corporate Finance, Financial Markets, Equity, Debt, Derivatives, and Alternative Investments. Sitting for the exam is not a requirement of the course.
Prerequisites, Notes & Instructor
- Prerequisites: FINA.6010 Corporate Finance, or FINA.6210 Security Analysis and Portfolio Management, or permission of graduate program coordinator.
- Section Notes: Live Online Course; Live Online Course; Attend class remotely during specific days and times (sometimes referred to as synchronous learning). Instructors may deliver lessons from an off-campus location, from a campus classroom, lab or studio, and you¿ll also make use of Blackboard, UMass Lowell¿s online learning management tool.
Combined Notes: FINA.6710.101
- Core Codes: ONLINE SYN, NO COST
- Credits: 3; Contact Hours: 3
- Instructor: Chan-Wung Kim
-
Materials: No cost course materials available
-
UMass Lowell Bookstore
When Offered & Tuition
- W | 6:30 PM-9:20 PM ET
- 2024 Spring: Jan 16 to May 04
- Course Level: Graduate
-
Tuition: $1965
| struct |
|---|
| Detail |
The monthly plan no longer available.
|
| ErrorCode |
[empty string]
|
| ExtendedInfo |
[empty string]
|
| Message |
Past Plan Availability Date
|
| StackTrace |
coldfusion.runtime.CustomException: Past Plan Availability Date
at coldfusion.tagext.lang.ThrowTag.doStartTag(ThrowTag.java:139)
at coldfusion.runtime.CfJspPage._emptyTag(CfJspPage.java:4319)
at cfpayment2dplan2dblock2ecfm763285126$funcGETDIVISORBYTERM.runFunction(D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm:50)
at coldfusion.runtime.UDFMethod.invoke(UDFMethod.java:554)
at coldfusion.runtime.UDFMethod$ReturnTypeFilter.invoke(UDFMethod.java:485)
at coldfusion.runtime.UDFMethod$ArgumentCollectionFilter.invoke(UDFMethod.java:448)
at coldfusion.filter.FunctionAccessFilter.invoke(FunctionAccessFilter.java:95)
at coldfusion.runtime.UDFMethod.runFilterChain(UDFMethod.java:399)
at coldfusion.runtime.UDFMethod.runFilterChain(UDFMethod.java:372)
at coldfusion.runtime.UDFMethod.invoke(UDFMethod.java:288)
at coldfusion.runtime.CfJspPage._invokeUDF(CfJspPage.java:4175)
at coldfusion.runtime.CfJspPage._invokeUDF(CfJspPage.java:4155)
at cfpayment2dplan2dblock2ecfm763285126$funcGETMONTLYPAYMENTAMMOUNT.runFunction(D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm:54)
at coldfusion.runtime.UDFMethod.invoke(UDFMethod.java:554)
at coldfusion.runtime.UDFMethod$ReturnTypeFilter.invoke(UDFMethod.java:485)
at coldfusion.runtime.UDFMethod$ArgumentCollectionFilter.invoke(UDFMethod.java:448)
at coldfusion.filter.FunctionAccessFilter.invoke(FunctionAccessFilter.java:95)
at coldfusion.runtime.UDFMethod.runFilterChain(UDFMethod.java:399)
at coldfusion.runtime.UDFMethod.runFilterChain(UDFMethod.java:372)
at coldfusion.runtime.UDFMethod.invoke(UDFMethod.java:288)
at coldfusion.runtime.CfJspPage._invokeUDF(CfJspPage.java:4175)
at coldfusion.runtime.CfJspPage._invokeUDF(CfJspPage.java:4155)
at cfpayment2dplan2dblock2ecfm763285126.runPage(D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm:61)
at coldfusion.runtime.CfJspPage.invoke(CfJspPage.java:262)
at coldfusion.tagext.lang.IncludeTag.handlePageInvoke(IncludeTag.java:735)
at coldfusion.tagext.lang.IncludeTag.doStartTag(IncludeTag.java:565)
at coldfusion.runtime.CfJspPage._emptyTcfTag(CfJspPage.java:4329)
at cfCatalogsearch_detail2ecfm4351478._factor5(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:276)
at cfCatalogsearch_detail2ecfm4351478._factor6(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:194)
at cfCatalogsearch_detail2ecfm4351478._factor7(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:191)
at cfCatalogsearch_detail2ecfm4351478.runPage(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:1)
at coldfusion.runtime.CfJspPage.invoke(CfJspPage.java:262)
at coldfusion.tagext.lang.IncludeTag.handlePageInvoke(IncludeTag.java:735)
at coldfusion.tagext.lang.IncludeTag.doStartTag(IncludeTag.java:565)
at coldfusion.runtime.CfJspPage._emptyTcfTag(CfJspPage.java:4329)
at cfCurrent_Semsearch_detail2ecfm1097412858._factor4(D:\inetpub\wwwroot\ContedWeb\catalog\search\Current_Semsearch_detail.cfm:308)
at cfCurrent_Semsearch_detail2ecfm1097412858.runPage(D:\inetpub\wwwroot\ContedWeb\catalog\search\Current_Semsearch_detail.cfm:1)
at coldfusion.runtime.CfJspPage.invoke(CfJspPage.java:262)
at coldfusion.tagext.lang.IncludeTag.handlePageInvoke(IncludeTag.java:735)
at coldfusion.tagext.lang.IncludeTag.doStartTag(IncludeTag.java:565)
at coldfusion.runtime.CfJspPage._emptyTcfTag(CfJspPage.java:4329)
at cfapplication2ecfc1757924483$funcONREQUEST.runFunction(D:\inetpub\wwwroot\ContedWeb\application.cfc:45)
at coldfusion.runtime.UDFMethod.invoke(UDFMethod.java:554)
at coldfusion.runtime.UDFMethod$ArgumentCollectionFilter.invoke(UDFMethod.java:448)
at coldfusion.filter.FunctionAccessFilter.invoke(FunctionAccessFilter.java:95)
at coldfusion.runtime.UDFMethod.runFilterChain(UDFMethod.java:399)
at coldfusion.runtime.UDFMethod.runFilterChain(UDFMethod.java:372)
at coldfusion.runtime.UDFMethod.invoke(UDFMethod.java:288)
at coldfusion.runtime.TemplateProxy.invoke(TemplateProxy.java:830)
at coldfusion.runtime.TemplateProxy.invoke(TemplateProxy.java:613)
at coldfusion.runtime.TemplateProxy.invoke(TemplateProxy.java:438)
at coldfusion.runtime.AppEventInvoker.invoke(AppEventInvoker.java:115)
at coldfusion.runtime.AppEventInvoker.onRequest(AppEventInvoker.java:308)
at coldfusion.filter.ApplicationFilter.invoke(ApplicationFilter.java:551)
at coldfusion.filter.RequestMonitorFilter.invoke(RequestMonitorFilter.java:43)
at coldfusion.filter.MonitoringFilter.invoke(MonitoringFilter.java:40)
at coldfusion.filter.PathFilter.invoke(PathFilter.java:162)
at coldfusion.filter.IpFilter.invoke(IpFilter.java:45)
at coldfusion.filter.ExceptionFilter.invoke(ExceptionFilter.java:96)
at coldfusion.filter.ClientScopePersistenceFilter.invoke(ClientScopePersistenceFilter.java:28)
at coldfusion.filter.BrowserFilter.invoke(BrowserFilter.java:38)
at coldfusion.filter.NoCacheFilter.invoke(NoCacheFilter.java:60)
at coldfusion.filter.GlobalsFilter.invoke(GlobalsFilter.java:38)
at coldfusion.filter.DatasourceFilter.invoke(DatasourceFilter.java:22)
at coldfusion.filter.CachingFilter.invoke(CachingFilter.java:62)
at coldfusion.CfmServlet.service(CfmServlet.java:226)
at coldfusion.bootstrap.BootstrapServlet.service(BootstrapServlet.java:311)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:227)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162)
at coldfusion.monitor.event.MonitoringServletFilter.doFilter(MonitoringServletFilter.java:46)
at coldfusion.bootstrap.BootstrapFilter.doFilter(BootstrapFilter.java:47)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162)
at org.apache.tomcat.websocket.server.WsFilter.doFilter(WsFilter.java:53)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:189)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:162)
at org.apache.catalina.core.StandardWrapperValve.invoke(StandardWrapperValve.java:197)
at org.apache.catalina.core.StandardContextValve.invoke(StandardContextValve.java:97)
at org.apache.catalina.authenticator.AuthenticatorBase.invoke(AuthenticatorBase.java:541)
at org.apache.catalina.core.StandardHostValve.invoke(StandardHostValve.java:135)
at org.apache.catalina.valves.ErrorReportValve.invoke(ErrorReportValve.java:92)
at org.apache.catalina.core.StandardEngineValve.invoke(StandardEngineValve.java:78)
at org.apache.catalina.connector.CoyoteAdapter.service(CoyoteAdapter.java:377)
at org.apache.coyote.ajp.AjpProcessor.service(AjpProcessor.java:463)
at org.apache.coyote.AbstractProcessorLight.process(AbstractProcessorLight.java:65)
at org.apache.coyote.AbstractProtocol$ConnectionHandler.process(AbstractProtocol.java:889)
at org.apache.tomcat.util.net.NioEndpoint$SocketProcessor.doRun(NioEndpoint.java:1743)
at org.apache.tomcat.util.net.SocketProcessorBase.run(SocketProcessorBase.java:49)
at org.apache.tomcat.util.threads.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1191)
at org.apache.tomcat.util.threads.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:659)
at org.apache.tomcat.util.threads.TaskThread$WrappingRunnable.run(TaskThread.java:61)
at java.base/java.lang.Thread.run(Thread.java:834)
|
| Suppressed |
|
| TagContext |
| array
|
|---|
| 1 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CFTHROW
|
| LINE |
50
|
| RAW_TRACE |
at cfpayment2dplan2dblock2ecfm763285126$funcGETDIVISORBYTERM.runFunction(D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm:50)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm
|
| TYPE |
CFML
|
|
| 2 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CF_UDFMETHOD
|
| LINE |
54
|
| RAW_TRACE |
at cfpayment2dplan2dblock2ecfm763285126$funcGETMONTLYPAYMENTAMMOUNT.runFunction(D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm:54)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm
|
| TYPE |
CFML
|
|
| 3 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CF_UDFMETHOD
|
| LINE |
61
|
| RAW_TRACE |
at cfpayment2dplan2dblock2ecfm763285126.runPage(D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm:61)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\includes\payment-plan-block.cfm
|
| TYPE |
CFML
|
|
| 4 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CFINCLUDE
|
| LINE |
276
|
| RAW_TRACE |
at cfCatalogsearch_detail2ecfm4351478._factor5(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:276)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm
|
| TYPE |
CFML
|
|
| 5 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CF_CATALOGSEARCH_DETAIL
|
| LINE |
194
|
| RAW_TRACE |
at cfCatalogsearch_detail2ecfm4351478._factor6(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:194)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm
|
| TYPE |
CFML
|
|
| 6 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CF_CATALOGSEARCH_DETAIL
|
| LINE |
191
|
| RAW_TRACE |
at cfCatalogsearch_detail2ecfm4351478._factor7(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:191)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm
|
| TYPE |
CFML
|
|
| 7 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CF_CATALOGSEARCH_DETAIL
|
| LINE |
1
|
| RAW_TRACE |
at cfCatalogsearch_detail2ecfm4351478.runPage(D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm:1)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\catalog\search\Catalogsearch_detail.cfm
|
| TYPE |
CFML
|
|
| 8 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CFINCLUDE
|
| LINE |
308
|
| RAW_TRACE |
at cfCurrent_Semsearch_detail2ecfm1097412858._factor4(D:\inetpub\wwwroot\ContedWeb\catalog\search\Current_Semsearch_detail.cfm:308)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\catalog\search\Current_Semsearch_detail.cfm
|
| TYPE |
CFML
|
|
| 9 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CF_CURRENT_SEMSEARCH_DETAIL
|
| LINE |
1
|
| RAW_TRACE |
at cfCurrent_Semsearch_detail2ecfm1097412858.runPage(D:\inetpub\wwwroot\ContedWeb\catalog\search\Current_Semsearch_detail.cfm:1)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\catalog\search\Current_Semsearch_detail.cfm
|
| TYPE |
CFML
|
|
| 10 |
| struct |
|---|
| COLUMN |
0
|
| ID |
CFINCLUDE
|
| LINE |
45
|
| RAW_TRACE |
at cfapplication2ecfc1757924483$funcONREQUEST.runFunction(D:\inetpub\wwwroot\ContedWeb\application.cfc:45)
|
| TEMPLATE |
D:\inetpub\wwwroot\ContedWeb\application.cfc
|
| TYPE |
CFML
|
|
|
| Type |
DateBeyondRange
|
| code |
[empty string]
|
- Note: There is a $30 per semester registration fee for credit courses.
Related Programs: 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.