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Sep 27, 2024
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FIN 375 - Wellington Investment Fund Description: Apply common financial tools and analyses to research, recommend and execute market trades for an investment portfolio housed within the CWU foundation. May be repeated for 6 credits.
Prerequisites: Prerequisites: FIN 370 or by department permission.
Credits: (2)
Learner Outcomes: Upon successful completion of this course, the student will be able to:
- Apply a defined investment philosophy in the management of an investment portfolio
- Complete a fundamental investment analysis for a public company stock
- Present research findings and recommendation to the class and panel of investment advisors
- Describe the research task necessary to effectively analyze stocks, and other financial products to consider for investment
Learner Outcomes Approval Date: 1/20/22
Anticipated Course Offering Terms and Locations:
Add to Portfolio (opens a new window)
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