This course provides a comprehensive overview of investments through readings, case studies, problem-solving exercises and discussion. This balance of practical application and theory should be useful to both the practitioner and the investor. The course emphasizes the structure, regulation and operation of investment markets; understanding modern portfolio theory, asset allocation and risk control; detailed analysis of fixed income, equity and derivative investing; portfolio design and construction; fulfilling fiduciary responsibilities; and investment performance measurement and reporting.
Investments in Personal Financial Planning: Principles and Methods
|Offering code||Offering title|
|FPLN.X409||Applied Mathematics for Financial Planning|
|FPLN.X400||Personal Financial Planning, Survey|
|Section||Start Date||Time||Location||Cost||Instructor Name||Full Schedule||Enroll|
|FPLN.X401.(5)||9/12/2019||06:00 PM||SANTA CLARA||$800||Russell E. Blahetka||Enroll|