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FIN 430

Applied Portfolio Management

Catalog2026-2027
Credits3 units
LevelUpper Division
Average gradeB+
Standard

Overview

Description

Applications of security analysis, portfolio selection and risk management techniques by managing real funds. Security selection techniques, portfolio management styles and trading strategies.

Requirements

Prerequisites

  • Business major or minor.
FIN 307FIN 419
Original catalog text

Prerequisites

FIN 307 or FIN 419; Business major or minor.

Units

Lecture3

Catalog Details

Offering

Offered: Every Fall and Spring

Terms

fall, spring

Restrictions

Business major or minor.

Attributes

Standard

Learning Outcomes

  • demonstrate knowledge of security analysis and portfolio construction.
  • demonstrate knowledge or risk management techniques.
  • demonstrate knowledge of performance evaluation.