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Course Description

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; market analysis; analysis of individual companies; the market in debt instruments; and alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds and tangibles.

Course Outline

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu

Prerequisites

MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 430.31 Survey of Personal Financial Planning, or consent of instructor.
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Review Sections
Section Title
Investments in Personal Financial Planning
Type
Lecture
Days
Th
Time
6:30PM to 8:30PM
Dates
Jun 27, 2024
Type
Lecture
Days
Th
Time
6:30PM to 8:30PM
Dates
Jul 11, 2024 to Aug 08, 2024
Type
Lecture
Days
Th
Time
6:30PM to 8:30PM
Dates
Aug 15, 2024 to Sep 12, 2024
Schedule and Location
Contact Hours
33.0
Location
  • Remote Classroom
Delivery Options
Course Fee(s)
Standard credit (4 units) $855.00
Available for Credit
4 units
Refund Request Deadline
Jul 17, 2024
Transfer Request Deadline
Jul 17, 2024
Withdrawal Request Deadline
Jul 18, 2024 to Sep 12, 2024
Instructors
Section Notes

No meeting July 4, 2024.

Enrollment limited. Internet access required. Materials required.

This hybrid section is made up of In Person and Online instruction.

International Students: This hybrid section is considered In Person for immigration purposes.

Section Materials
  • Book (Mandatory) INVESTMENTS : AN INTRODUCTION (13th) by Herbert B. Mayo Cengage Learning ISBN 9780357127957
  • (Mandatory) Course syllabus not yet available.
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