XCPD-021 Investment Planning

School of Continuing Studies

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School of Continuing Studies

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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.

XCPD-021 Investment Planning at School of Continuing Studies

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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