Mar 28, 2024  
2018-2019 Graziadio Academic Catalog 
    
2018-2019 Graziadio Academic Catalog [ARCHIVED CATALOG]

FINC 637 Education Investment Fund (2)


The purpose of this course is to prepare students to become professional money managers. Class topics include financial statement analysis, valuation techniques, fundamental analysis, competitive strategy and industry composition, and portfolio theory and management. Moreover, students will be expected to immediately apply the tools and skills acquired in the classroom in an effort to find equity investments for the portfolio. Thus, the learning process in this class is very applied. In addition to analyzing stocks, making buy and sell recommendations, and managing the portfolio, students will be creating research reports that will accompany presentations to various audiences. This course may be repeated once. Prerequisite(s): Full-Time-ACCT 602 Cost Accounting  or equivalent and FINC 604 Managerial Finance  or FINC 614 Finance  and FINC 614B Advanced Financial Management . Fully Employed- FINC 655 Financial Management of the Firm .