School of Continuing Studies

XCPD-021 Investment Planning

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About the course

This course introduces risk-return concepts, debt and equity securities, and options and futures contracts. The course uses a Portfolio Project to evaluate the array of financial instrument investment alternatives and their risk profile. Participants analyze expected return characteristics, individually and in combination within a portfolio. Different investment strategies and valuation models are used to understand basic investment principles and practices.

Course Objectives

Upon completing this course, successful students will be able to:

  • Gain a firm grasp of theoretical concepts underlying modern portfolio theory.
  • Understand and apply theoretical concepts to real-world investment analysis.
  • Learn about and evaluate investment alternatives, their risks, and their expected return characteristics.
  • Discuss investment strategies and valuation models while applying them to sample client situations.
  • Calculate various measures of investment risk and return used in portfolio analysis and construction; understand methods of evaluating investment results.

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