Applying investment principles considering families’ goals, time horizons, risk tolerance and tax implications to build investment portfolios; attributes of various asset classes; asset allocation, selecting securities and portfolio management; developing successful investment programs for personal investors and financial planners. Prerequisites: Grade of C or better in FINP 435 or concurrent enrollment; junior or senior classification Credits 3. 3 Lecture Hours.
Applying investment principles considering families’ goals, time horizons, risk tolerance and tax implications to build investment portfolios; attributes of various asset classes; asset allocation, selecting securities and portfolio management; developing successful investment programs for personal investors and financial planners. Prerequisites: Grade of C or better in FINP 435 or concurrent enrollment; junior or senior classification Credits 3. 3 Lecture Hours.
