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FIN 421 - Portfolio Management and Security Analysis

FIN 421: Portfolio Management and Security Analysis (3 units) at San Diego State University. 1 section offered in Spring 2027, with meeting times, instructors, and seat counts. Prerequisites: FIN 327. Proof of completion of prerequisite(s) required: Copy of transcript. Counts toward Business Administration, Emphasis in Financial Services, B.S. (2026-27), Business Administration, Financial Services, B.S. (2025-26).

3 units
  • Upper Division Major Electives
  • Required Courses
  • Major
Offered: Summer 2027 (not offered), Spring 2027 (offered), Fall 2026 (offered)
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 chain

From 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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