Jan 28, 2023
CFP 303 - Investment Planning
This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. Students will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.
Online Course Modules included in this course:
- Introduction to Stocks
- Introduction to Pooled Investments
- Investment Risks
- Buying and Selling Securities
- Measures of Investment Returns
- Portfolio Management and Measurements
- Formula Investing and Investment Strategies
- Capital Asset Allocation and Portfolio Diversification
- Efficient Market Theory (EMT)
- Asset Pricing Models
- Introduction to Fixed-Income Securities
- Time Influence on Valuation
- Valuation of Stocks and Bonds
- Hedging and Option Strategies
- Tax-Efficient Investing
- Taxation of Investment Vehicles
Prerequisites & Notes
Sophomore status at home institution.
For this 8-week course, students will engage in various weekly asynchronous activities on Brightspace (projects, videos, threaded discussions) and cooperative peer-project activities at a minimum of 6-hours weekly asynchronous engagement (48hrs). Students should expect to devote 12 additional hours per week reading, writing, collaborating, and preparing assignments for this 8-week accelerated course (96hrs).
Course Learning Objectives
After this class, students will be able to:
- Gather and assess client data, client goals and client values
- Apply risk analysis procedures to assess risk and to conduct risk management
- Develop an investment plan based on theories of investment and asset allocation strategies
- Evaluate stocks and bonds using quantitative investment concepts and asset pricing models
- Apply tax planning and estate planning concepts
Credits: This course meets the requirements for a 3-credit undergraduate course delivered over an 8-week period of time.
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