FIN 3100 - INVESTMENTS I

credits: 3.0
The first course of a two-course sequence that provides a comprehensive understanding of the key concepts, practices, and application of theory used to make investment decisions. This course focuses on financial theories, introductory portfolio theory and practice, and equilibrium in capital markets. The course will prepare students for more advanced topics in the field of investments. Students will rely on basic and advanced analytical tools to understand and use empirical evidence to make investment decisions. Case studies analysis and discussion and finance trading room exercises will be significant components of the course. Objectives: A) Demonstrate an understanding of the investment environment; B) Compare and contrast various asset classes and financial instruments; C) Explain how securities are traded; D) Demonstrate knowledge and application of the capital asset pricing model, arbitrage pricing theory, risk and return, and the efficient market hypothesis; E) Critically analyze and present financial case studies; F) Demonstrate the ability to use empirical financial evidence and analytical tools. Method of Instruction: Lecture, classroom discussion, case analysis, problem sets, and computer-based quantitative analysis in lab setting. Method of Evaluation: Problem sets 20%, Quizzes 20%, Exams 40%, Written case study 5%, and Term project 15%. Meets *WRT Distribution Requirement.

Prerequisite(s): FIN 3030 - MONEY AND FINANCIAL INSTITUTIONS and MAT 2090 - STATISTICAL METHODS (or) ECO 3030 - MONEY AND FINANCIAL INSTITUTIONS and MAT 2090 - STATISTICAL METHODS