FINC-522 Investment Planning

This course focuses on investment planning and covers the characteristics, uses and taxation of investment vehicles, types of investment risk, market cycles, quantitative investment concepts and measure of investment returns, asset allocation and portfolio diversification, and bond and stock valuation concepts. Topics include portfolio development and analysis, investment strategies, and alternative investments and liquidity risk. Throughout the course, the student will develop a comprehensive, biblical perspective of investing. Students will personalize the Virtuous Business Model for their financial planning career.

Credits

3

Notes

3