Investment and Portfolio Analysis

Course Search > Management & Accounting > FINA.3210

Course No: FINA.3210-061; SIS Class Nbr: 13877; SIS Term: 2810
Course Status: Closed

Course Description

This course is a survey of investments for business students. Topics include the investment environment, markets and instruments, securities trading, market indexes, risk, diversification, the capital asset pricing model, market efficiency, introductory valuation of bonds stocks options and futures, mutual funds, behavioral finance, and strategies for individual invesĀ­tors. Meets Core Curriculum Essential Learning Outcome for Critical Thinking & Problem Solving (CTPS) and Information Literacy (IL).

Prerequisites, Notes & Instructor

  • Prerequisites: ECON 2010 Economics I & ACCT.2010 Acct/Financial; or Business minor and ACCT.2010 Acct/Financial or Information Technolgy Major (IT-BS, IT-AS.)
  • Special Notes:
  • Section Notes: P: BSBA students and Junior Standing;
  • Instructor: Frank Andrews
  • UMass Lowell Bookstore

When Offered & Tuition

  • Online Course
  • Fall 2018: Sep 05 to Nov 10
  • Chat Hours: Tue 7-8pm*
  • Course Level: Undergraduate
  • Tuition: $1155
  • Note: There is a $30 per semester, nonrefundable registration fee for credit courses.

*Chat Hours provide an opportunity for the instructor and students to communicate in "real time". It is an informative and interactive session where course related questions, answers, and discussions take place. While student attendance during chat hours is not required, it is highly recommended. Weekly chat sessions are archived for students who are not able to participate in the live chat sessions at the scheduled times.

Related Programs: B.S. in Information Technology, A.S. in Information Technology

Every effort has been made to ensure the accuracy of the information presented in this catalog. However, the Division of Online & Continuing Education 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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