This course introduces you to the concepts of risk and return, the differences between equity and fixed-income investments, the mathematics of investing, the evaluation of investment theories and strategies and the regulation of the investment industry. Learn to calculate investment fees and expenses, time-weighted vs. dollar-weighted returns, arithmetic vs. geometric returns, risk-adjusted returns and after-tax returns. You will gain the skills to develop a suitable investment portfolio established to meet a client's goals and objectives and prepare an appropriate plan of implementation based on this information.
An undergraduate degree in any field.
All courses in the Certified Financial Planning program are based on the most recent textbook edition available from the publisher. Contact our office if you have any questions regarding book editions or ordering. Students are encouraged to purchase books early in order to have them for the first week of class.
Required:
Investments: An Introduction, Herbert B. Mayo. Cengage Learning.
Financial calculator. Instruction will cover the HP 12C or TI BAII calculators.
Schweser Review Volume III: Investments, Kaplan Schweser
For withdrawal, transfer and refund information, see Policy Code D.
