INVESTMENT FUNDAMENTALS (2 Credits)

Learning Outcomes:

On successful completion of this course, students will be able to: explain the investment theory; explain the Portfolio theory; apply valuation and portfolio management strategies on common stocks and bonds; explain option and future contract in investment strategy and presentation of portfolio performance.

Topics:

1. Understanding Investments;
2. Investment Alternatives;
3. Risk and Return from Investing;
4. Portfolio Theory;
5. Portfolio Selection and asset allocation;
6. Sector/industry analysis and company analysis;
7. Common stock strategy and analysis;
8. Bond analysis and strategy;
9. Evaluation of Investment Performance;
10. Options;
11. Futures;
12. Future contract and Presentation of stock portfolio.