Course

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:



Course Availability Notification

Please use this form to be notified when this course is open for enrollment.

Contact Us
Speak to a student services representative.

Call (408) 861-3860

Envelope extension@ucsc.edu

Course Inquiry

Ask us any questions you may have about this course.

Contact Us
Speak to a student services representative.

Call (408) 861-3860

Envelope extension@ucsc.edu