The basic goals of this course are to familiarize students with the concepts and tools used in financial management at both the corporate and personal levels. They include the notion of present value, securities valuation, risk and return analysis, and other financial analysis techniques. The concepts and techniques are, in turn, used to evaluate and make decisions regarding the firm’s investments (capital budgeting) and the cost of capital. Prereq: ACCT 100 or ACCT 101.
Dates: June 16 - July 30, 2025
Session: 6 Week Session
Dates: Online course
Session: Online
Time: MW 5:30-8:30pm
Instructor: Jose Olavarria
Credits: 3 credits
Department: Banking & Finance
This course is about investing in securities. It provides a comprehensive introduction to security analysis and portfolio management. Investing is a rational decision-making process in which the investor seeks to select a package or portfolio of securities that meets a predetermined set of objectives. Descriptive, institutional and quantitative decision-making methods are arranged in a cohesive framework of analysis of interest to the informed investor. Topics include modern portfolio theory, the relation between risk and return, efficient markets, bonds, and options, among others. Prereq: BAFI 355.
Dates: June 16 - July 30, 2025
Session: 6 Week Session
Dates: Online course
Session: Online
Time: MW 1:30 - 4:25 p.m.
Instructor: Jose Olavarria
Credits: 3 credits
Department: Banking & Finance