BADM 265-01 Investment Theory, Fall 1998

Abstract

By the end of the course, my objectives are that you will: 1. Have an expanded knowledge of the U.S.Security market - 2. Have an awareness of sources of investment information, including available websites 3. Understand modern portfolio theory, efficient market theory, and valuation theory. 4. Have an exposure to current research on various aspects of stock and mutual fund selection. 5. Know how to utilize screens in order to select potential stock investments, and perform an investment analysis, making a buy recommendation and defending same. 6. Know how to perform a financial plan for an individual using the Quicken financial planning model, make asset allocation recommendations and make recommendations on mutual funds to put in the individual’s portfolio.