600
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,
66-572,
66-579 and proficiency in Excel.
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;
66-572
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,
66-550 and
66-572
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