Spring 2027
> Management & Business
> FINA.4710
> 031
Course No: FINA.4710-031; SIS Class Nbr: 13164; SIS Term: 3630
Course Status: Open
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 & Instructor
- Prerequisites: FINA.3010 Financial Management, and FINA.3210 Investment and Portfolio Analysis, and FINA.3310 Principles of Corporate Finance.
- 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 Canvas, UMass Lowell's online learning management tool.
- Core Codes: ONLINE SYN
- Credits: 3; Contact Hours: 3
- Instructor: Chan-Wung Kim
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UMass Lowell Bookstore
When Offered & Tuition
- M | 6:30 PM-9:20 PM ET
- 2027 Spring: Jan 19 to May 08 15-Week (Full-Term)
- Course Level: Undergraduate
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Tuition: $1155 | Pay as little as $238/mo for this course.
Learn more about course payment plans. »
- Note: There is a $30 per semester registration fee for credit courses.
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.