Advanced Portfolio Management

Course Search > Management & Accounting > FINA.6220

Course No: FINA.6220-061; SIS Class Nbr: 9402; SIS Term: 2930
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.
  • Section Notes:
  • Credits: 3; Contact Hours: 3
  • Instructor: Tunde Kovacs
  • UMass Lowell Bookstore

When Offered & Tuition

  • Online Course
  • Spring 2020: Jan 21 to Apr 05
  • 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, Online MBA

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.

Course Registration Closed

The registration period for this course has ended.

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