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Course Description

This course covers the theories and practices of investments including financial markets, risk and return, securities, asset allocation and diversification. Students will utilize analytical techniques available in the investment planning and selection process in the environment in which investment decisions are made. Students will apply finance models and investment strategies to analyze and manage investments for various types of organizations.

This undergraduate course is 5 weeks.

This course has a prerequisite. Please see details in the Prerequisite section below.

PLEASE NOTE:
Attendance and participation are mandatory in all university courses, and specific requirements may differ by course. If attendance requirements are not met, a student may be removed from the course. Please review the Course Attendance Policy in the Catalog for more information.

Course Objectives

Overview of Investing and the Investment Environment

  • Describe capital market instruments.
  • Determine asset classes.
  • Explain how the current investment environment impacts investment decisions.
  • Analyze the investment banking process.

Securities Analysis

  • Differentiate among data used to conduct financial analyses.
  • Compare an organization’s financial performance to the industry using macroeconomic variables.
  • Calculate the expected return of financial assets using the Capital Asset Pricing Model (CAPM).

Risk and Portfolio Analysis

  • Explain the relationship between risk tolerance levels and macroeconomic variables.
  • Recommend changes in investment strategy to improve investment performance.
  • Construct an investment portfolio.
  • Analyze the risk and return trade-offs associated with an investment portfolio.

Optimal Capital Market Strategies

  • Assess the performance of an investment portfolio using modern portfolio theory.
  • Revise an investment portfolio using various portfolio management techniques.
  • Analyze the effects of international portfolio diversification.

Special Topics in Investments and Portfolio Management

  • Examine alternative investment vehicles.
  • Explain the use of derivative securities to enhance portfolio performance.
  • Examine the application of investment portfolio management techniques to personal finances.

Prerequisites

None

Disclaimers

The University of Phoenix reserves the right to modify courses.

While widely available, not all programs are available in all locations or in both online and on-campus formats. Please check with an Enrollment Representative.

Transferability of credit is at the discretion of the receiving institution. It is the student’s responsibility to confirm whether or not credits earned at University of Phoenix will be accepted by another institution of the student’s choice.

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Investment Fundamentals and Portfolio Management
Type
Instructor Led
Days
T, M
Time
12:00AM to 11:59AM
Dates
Apr 23, 2024 to May 27, 2024
Campus
Online Campus
Building
Online Non-Degree
Schedule and Location
Contact Hours
119.8
Location
  • Online Campus
Course Fee(s)
Undergraduate Tuition credit (3 units) $1,194.00 Click here to get more information
Section Fees
Resource Fee $170.00 Mandatory
Credits/Units
3 Credit Hours
Investment Fundamentals and Portfolio Management
Type
Instructor Led
Days
T, M
Time
12:00AM to 11:59AM
Dates
May 28, 2024 to Jul 01, 2024
Campus
Online Campus
Building
Online Non-Degree
Schedule and Location
Contact Hours
119.8
Location
  • Online Campus
Course Fee(s)
Undergraduate Tuition credit (3 units) $1,194.00 Click here to get more information
Section Fees
Resource Fee $170.00 Mandatory
Credits/Units
3 Credit Hours
Investment Fundamentals and Portfolio Management
Type
Instructor Led
Days
T, M
Time
12:00AM to 11:59AM
Dates
Jul 02, 2024 to Aug 05, 2024
Campus
Online Campus
Building
Online Non-Degree
Schedule and Location
Contact Hours
119.8
Location
  • Online Campus
Course Fee(s)
Undergraduate Tuition credit (3 units) $1,194.00 Click here to get more information
Section Fees
Resource Fee $170.00 Mandatory
Credits/Units
3 Credit Hours
Investment Fundamentals and Portfolio Management
Type
Instructor Led
Days
T, M
Time
12:00AM to 11:59AM
Dates
Aug 06, 2024 to Sep 09, 2024
Campus
Online Campus
Building
Online Non-Degree
Schedule and Location
Contact Hours
119.8
Location
  • Online Campus
Course Fee(s)
Undergraduate Tuition credit (3 units) $1,194.00 Click here to get more information
Section Fees
Resource Fee $170.00 Mandatory
Credits/Units
3 Credit Hours
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