CFP-313 Investment Planning
This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and securities analysis, and culminates in portfolio construction and analysis. Students will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.