The course evaluates and analyzes the array of financial instrument investment alternatives and their risk-expected return characteristics, individually and in combination. Different investment strategies and valuation models are also utilized to apply and understand basic investment principles and practices. Finally, methods of evaluating investment results are discussed.

Upon completion of this course, you will be able to:

• understand the theoretical concepts underlying modern portfolio theory;
• calculate various measures of investment risk and return that are used in portfolio analysis and construction;
• apply the theoretical concepts and investment finance learned to real-world investment analysis; and
• evaluate investment alternatives using the principles learned in the course and select the best alternative to recommend to hypothetical and actual clients.