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.
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.
Topics and 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.
- 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.
A prerequisite is required for this course. The purpose of a prerequisite is to ensure students have the knowledge and/or skills needed to be successful in the course. Students are required to provide proof of prerequisite during the enrollment/registration process. To meet to a course prerequisite requirement, a student must have successfully completed the prerequisite course at University of Phoenix, provide proof via transcript of completing a comparable course (at least 75% match) or higher level course with at least a grade of C at another institution or have a University of Phoenix approved Student Appeal on file with the University.
This course requires the prerequisite below. Click on the prerequisite course to review the course topics and objectives.
FIN/370 or FIN/370T – Finance for Business or equivalent
During the checkout process you will be prompted to provide proof of the requirement(s). If you completed the prerequisite at another institution be prepared to upload an official/unofficial transcript. If you have questions about meeting the prerequisite requirements for this course please contact an enrollment representative at 866-354-1800.
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.
If you have a question contact us at 866-354-1800.