FIN 3750 - Introduction to Investments

Institution:

Utah Tech University

Subject:

Finance

Description:

Required of students pursuing a major in Finance; open to other interested students in the College of Business. Overview of financial markets, investment process and transactions, investor behavior and market efficiency. Analysis and evaluation of investment return and risk. Covers different methods for the valuation of financial securities like common stock, bonds and derivatives. Introduction to portfolio formation, including asset allocation and security selection, and portfolio performance measures. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Analyze and evaluate the risk profile of different asset classes and individual securities. 2. Analyze and evaluate the return of different asset classes and individual securities. 3. Analyze and assess the value of a financial security (stock, bond, option, etc.). 4. Synthesize security analysis results in a professional report. 5. Formulate an investment recommendation. 6. Define the portfolio formation process and portfolio theory. 7. Create a mean-variance optimized portfolio. 8. Give examples of a technical trading pattern and its pros and cons. 9. Define common ethical issues relating to personal and agent investing. Prerequisites: FIN 3150. SP

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utahtech.edu/

Phone Number:

(435) 652-7500

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

General Education

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