BFIN 4331 Investment Analysis and Planning

A course emphasizing the commitment of funds to various security forms such as common stocks, bonds, warrants, convertible bonds, liquid assets, and other securities. The course exposes students to the concepts of risk and return, the differences between equity and fixed income investments, the mathematics of investing, the evaluation of investment theories and strategies, and the regulation of the investment industry. The course explores the difference between fundamental and technical analysis introducing modern portfolio theory (asset allocation, diversification, market timing, and security selection). Prerequisites: BECO 2310 and BFIN 3311.