BA 314 Foundations of Investment Planning
Foundations of Investment Management is a required course for financial planning certificate students. This course replaces the Managerial Finance undergraduate course for those pursuing the Financial Planning Certificate. Students will learn and/or implement the fundamentals of investment planning in various topic areas including risk and reward, basic valuation calculations for equities and debt instruments, and examine the Financial Crisis of 2008- 2009. This course or
BA 313 is a required course in the CFP Board curricula to fulfill the education requirement.
Prerequisite
Must be a Post-Baccalaureate Certificate student.
Offered
Annual Summer II Semester for online certificate students.