600

66-600 Portfolio Management

Quantitative and qualitative techniques for evaluating portfolios are presented consistent with the learning objectives for the Level I of the CFA exam. Traditional mean-variance analysis and more recent developments in portfolio theory are introduced. Measures of portfolio performance are covered.

3

Prerequisites

66-512 Financing the Business Enterprise; and 66-572 Managerial Finance and 66-579 Investment Analysis and proficiency in Excel.

66-602 Fixed Income Analysis

Evaluation of fixed income investments and interest rate fundamentals. Topics will replicate those for the CFA® Level I program and typically include evaluating risk, spot and forward interest rates, and bond interest rate sensitivity as measured by duration and convexity.

3

Prerequisites

66-512 Financing the Business Enterprise; and 66-572 Managerial Finance.

66-603 Financial Statement Analysis

This course primarily covers the use of financial statements in analyzing a firm and its securities. Topics will replicate those for the CFA® Level I program and typically include cash flow analysis, earnings computations, and liability classifications including off-balance-sheet debt.

3

Prerequisites

66-512 Financing the Business Enterprise, 66-550 Managerial Accounting; and 66-572 Managerial Finance.

66-604 Quantitative Techniques for Financial Markets

Probability and statistical techniques as applied to financial markets. Topics will replicate those for the CFA® Level I program and typically include correlation and regression in the prediction and evaluation of investment performance.

3

Prerequisites

66-512 Financing the Business Enterprise.