FSMA 5003 - Investment Planning, 3 Credits

Prerequisite(s): BUAD 4133 with D or better and BUAD 4203 with D or better

Level: Upper

This course teaches the student how to prudently plan investments to take maximum advantage of opportunities as they arise. Prudent planning includes the ability to relate the present changing economic environment to investment prices and determining if those prices are related to traditional fundamentals of value. The student will also be able to construct portfolios and analyze the social impact of investment choices. Tax implications of various choices will also be discussed.