Advanced Portfolio Management

Spring 2025 > Management & Business > FINA.6220 > 082

Course No: FINA.6220-082; SIS Class Nbr: 5765; SIS Term: 3430
Course Status: Open

Course Description

This course examines investment theory and practice as applicable to portfolio management and securities selection. Topics covered include identification of investor goals, recognizing investment opportunities, changing risk and return through asset allocation and portfolio formation, asset pricing models, valuation of basic securities, rebalancing of portfolios, and hedging.

Prerequisites, Notes & Instructor

  • Prerequisites: FINA.6210 Security Analysis and Portfolio Management, or permission of graduate program coordinator.
  • 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
  • 2025 Spring: Mar 17 to May 08
  • Course Level: Graduate
  • Tuition: $1965 | Pay as little as $400/mo for this course.
    Learn more about course payment plans. »
  • 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.

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