FIN 65A/B

Applied Investment Management I

This course extends the in-class knowledge that students have gained from their Investments course. It provides real-life learning in equity research, financial analysis, stock selection, and portfolio management through hands-on experience with a real-money portfolio. Students will take on the role of Analysts and be introduced to principles and procedures for operating an investment fund. They will assist Portfolio Managers (students enrolled in FIN 75A/B) in updating holdings, providing research reports, and making investment decisions. See teaching department for consent criteria.

Weekly Contact: Lecture: 1.5 hrs.

GPA Weight: 1.00

Course Count: 1.00

Billing Units: 1/1

Consent: Departmental consent required

Prerequisites

None

Co-Requisites

None

Antirequisites

None

Custom Requisites

None

Mentioned in the Following Calendar Pages

*List may not include courses that are on a common table shared between programs.

FIN 75A/B - Applied Investment Management II
Minor in Finance
Open Electives