Investments in Personal Financial Planning: Principles and Methods

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.

Prerequisites :

Offering code Offering title
FPLN.X409 Applied Mathematics for Financial Planning
FPLN.X400 Personal Financial Planning, Survey

Sections :

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