FIN 3200 - INVESTMENTS II

credits: 3.0
The second course in 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 fixed income securities; security analysis; and options, futures, and other derivatives. 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) Critically analyze bond prices and yields, the term structure of interest rates, and the management of bond portfolios; B) Demonstrate the relationship between the macroeconomic environment and the financial industry; C) Describe the equity valuation models; D) Perform advanced financial statement analysis; E) Demonstrate knowledge and application of options, futures, swaps, and other derivatives; 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, quizzes, two exams, written case study assignments, and term project.

Prerequisite(s): FIN 3100 - INVESTMENTS I