BUSN 440 Investments

This course provides an introduction to financial markets and the fundamentals of securities valuation and selection in an efficient-markets context. The course integrates fundamental investment concepts and principles within the overall financial planning process. The course covers standard investments, tools of risk management, and practical applications. 

Credits

3

Prerequisite

BUSN 301; junior or senior standing

Offered

Fall

Student Learning Oucomes

1. Explain the characteristics of money market, debt, equity and alternative investments available to the individual investor
2. Understand the basic economy and develop strategies for acquiring wealth, managing a portfolio, and protecting assets in various economic conditions
3. Describe how an investment company operates and distinguish between an open-end and a closed-end company
4. Explain risk analysis and risk and return calculations
5. Select strategies for managing risk and maximizing return for a given risk level
6. Evaluate a client's risk profile and make appropriate investment recommendations within the context of a comprehensive personal financial plan
7. Monitor and evaluate the performance of an investment portfolio