XCPD-021 - Investment Planning
Course Description
This course introduces risk-return concepts, debt and equity securities, and options and futures contracts. The course uses a Portfolio Project to evaluate the array of financial instrument investment alternatives and their risk profile. Participants analyze expected return characteristics, individually and in combination within a portfolio. Different investment strategies and valuation models are used to understand basic investment principles and practices.
Course Objectives
Upon completing this course, successful students will be able to:
- Gain a firm grasp of theoretical concepts underlying modern portfolio theory.
- Understand and apply theoretical concepts to real-world investment analysis.
- Learn about and evaluate investment alternatives, their risks, and their expected return characteristics.
- Discuss investment strategies and valuation models while applying them to sample client situations.
- Calculate various measures of investment risk and return used in portfolio analysis and construction; understand methods of evaluating investment results.
Notes
Grade Policy
Students must receive a "C" grade or above to pass this course. Please review our program policies here.
Course Registration
This course is an open enrollment course. No application is required and registration is available by clicking "Add to Cart" below. Current students must register with their Georgetown NetID and password. New students will be prompted to create an account prior to registration.