3 units
- Upper Division Major Electives
- Required Courses
- Major
Offered: Summer 2027 (not offered), Spring 2027 (offered), Fall 2026 (offered)
Counts toward
- Business Administration, Emphasis in Financial Services, B.S. (2026-27) - Upper Division Major Electives
- Business Administration, Financial Services, B.S. (2025-26) - Major
- Financial Services, B.S. in Business Administration (2024-25) - Major
- Personal Financial Planning Certificate (2026-27) - Required Courses
Show all 9
- Personal Financial Planning Certificate (2025-26) - Required Courses
- Personal Financial Planning Certificate (2024-25) - Required Courses
- Statistics, Emphasis in Actuarial Science, B.S. (2026-27) - Major
- Statistics, Emphasis in Actuarial Science, B.S. (2025-26) - Major
- Statistics, Emphasis in Actuarial Science, B.S. in Applied Arts and Sciences (2024-25) - Major
Market efficiency. Risk and utility analysis. Portfolio theory. Security analysis under modern investment theory. Advanced debt management and options techniques. Financial options and futures. Asset allocation and performance evaluation. Limited partnership investment analysis.
Prerequisites
FIN 327. Proof of completion of prerequisite(s) required: Copy of transcript.
See the full prerequisite chainFrom the catalog
- Grading
- LCR: Letter Grade with Cr/NC available. The grading default for the class will be letter grade, but students can opt to take it for Cr/NC
- Repeatable
- Maximum 3 units.
- Typically offered
- Fall/Spring
1 section in Spring 2027
Class #9807· In-person · Open · Letter or CR/NC
60 of 60 seats open
Thu 4:00 PM-6:40 PM · GMCS 313
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