Course Description

Explore further the securities markets and learn pricing and trading concepts for different types of financial instruments.  A basic understanding of stocks, bonds and mutual funds will be assumed. Topics covered include pricing and trading techniques in fixed income, equity, derivatives, and modern portfolio theory. Discuss the benefits and challenges associated with portfolio construction. This course is intended for students who have taken PIW 132 Investing for Success Level 1 (formerly titled Personal Investment Strategies) or equivalent.

Please note: this course used to be titled PIW 136 Personal Investment Strategies: Advanced.

Course Details

By completion of this course, successful students will be able to:

  • Create your own investment plan
  • Identify tools to make more intelligent investment decisions
  • Define important diagnostic & portfolio management concepts
  • Use a Texas Instruments BA II+ Calculator within the course context

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