FINA 1300 - Introduction to Investments

4.5 Credits

This beginning course in investments presents a review of introductory concepts specific to risk and return, stocks, mutual funds, bonds, and personal portfolio construction and management.

Recommended: FINA 1000 or FINA 1200

Lecture Hours: 4.5
Lab Hours: 0.0
Internship Hours: 0.0
Clinical or Practicum Hours: 0.0

Course Objectives

Explore the mechanics of buying and selling financial assets.
Review the legal and tax environment in which investment decisions are made
Describe the crucial financial concepts that apply to assets allocation and portfolio management.
Explore the various techniques used to analyze a firm and its financial statements with the purpose of identifying the stocks that have the greatest potential.
Describe the characteristics of fixed income securities, the risks associated with investing in debt, the mechanics of purchasing bonds, the retirement of debt, and bond pricing.
Explain the basic features of derivative securities, how they are valued and used as an alternative investment.

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