Finance 304: Security Analysis & Portfolio Management (v.1)
Issued by
Study.com
The course objective is to focus on the basics of investing, as well as the fundamentals of financial reporting, debt securities, portfolio performance analysis, and the investment process.
- Type Validation
- Level Foundational
- Time Months
Earning Criteria
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The methods of assessment include quizzes, examinations, written papers, and perfomance rubrics (checklists) with a minimum passing score of 70 percent.
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The methods of instruction include audio visual materials, practical exercises, and lecture. The general course topics include an overview of investment basics; history of investment regulation; asset valuation and financial reporting; debt securities and security analysis; stock markets, bonds and mutual funds; derivative markets, options and swaps; analyzing portfolio performance; investment portfolio theory; and the investment process.