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Course Description

Designed to present the foundational concepts and principles of investing, this course examines investment policies, types of securities, factors that influence price changes, timing purchases/sales, preparing investment programs to meet objectives, investment risk and return and portfolio balancing. Instruction includes an introduction to investments, including investment analysis, portfolio management and capital markets; an overview of the securities market and its behavior; information about various instruments and trade procedures; and relevant market mechanics and techniques.

Course Outline

Learn the basics of investing, including investment analysis, investment risk, capital markets, portfolio development, management and rebalancing.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu
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Review Sections
Section Title
Fundamentals of Investing
Type
Lecture
Days
Th
Time
6:00PM to 8:00PM
Dates
Jun 27, 2024
Type
Lecture
Days
Th
Time
6:00PM to 8:00PM
Dates
Jul 11, 2024 to Sep 12, 2024
Schedule and Location
Contact Hours
33.0
Location
  • UCLA
Delivery Options
In-Person  
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.

Visitors not permitted. 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
  • (Mandatory) Course syllabus not yet available.
  • (Mandatory) Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk ISBN 9780135662274
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