FIN 138 Principles of Investment (3)
Credit, Degree Applicable
The principles and practices in the investment field and successful investment policies for the individual investor are studied, serving as a good practical application as well as good preparation for higher-level classes. This will include establishing an investment program, sources of investment information, tools utilized in security and market analysis, and an analysis of securities markets and institutions.
After successful completion of this course, students will be able to:
- Outcome 1: Generate an appropriate investment strategy and determine the correct asset allocation for an individual investor
- Outcome 2: Differentiate between, calculate the values of, and select appropriate investments
- Outcome 3: Execute an investment strategy
- Outcome 4: Evaluate the functions and operations of financial markets and institutions