May 27, 2019
FIN 475 - Investments
Principles of investment valuation. Topics include a survey of securities and securities markets, analysis of risk, expected return, timing, and selection of stocks and bonds in a portfolio context. Course will be offered on odd numbered years (Fall and Winter).
Prerequisites: (a grade of C or higher in FIN 370 and admission to a College of Business major AND completion of the College of Business Foundation courses (ACCT 251 and ACCT 252 and BUS 221 and BUS 241 and MATH 153 or MATH 154 or MATH 170 or MATH 172 or MATH 173 and ECON 201) with a minimum C- grade in each course and a minimum collegiate GPA of 2.25) OR FIN 370 and admission to the Bachelor of Science in Personal Financial Planning major AND completion of BUS 221 and BUS 241 and MATH 153 or MATH 154 or MATH 170 or MATH 172 or MATH 173 and ECON 201) with a minimum C- grade in each course and a minimum collegiate GPA of 2.25) OR (FIN 370 with a minimum grade of C AND declaration of a Finance Minor) OR (FIN 370 with a minimum grade of C AND admission to an Actuarial Science major).
Upon successful completion of this course, the student will be able to:
Learner Outcomes Approval Date:
- Explain the basic structure and function of financial markets
- Design an investment portfolio that meets a defined objective regarding risk and return
- Prepare a security analysis of a company
- Compare the Efficient Market Hypothesis to behavioral financial theories.
- Evaluate a financial statement to make an investment determination
- Discuss the role of mutual funds as a means of investment
- Summarize basic investment principles
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