Apr 20, 2024  
2020-2021 Graziadio Academic Catalog 
    
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2020-2021 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. Prerequisite(s): Full-Time–ACCT 591 Financial Accounting (2)  or ACCT 620 Accounting (3)  and FINC 614 Corporate Finance (4)  or FINC 629 Managerial Finance (3) . Fully Employed– FINC 655 Financial Management of the Firm (4) .

Grading Basis: Graded