Certificate in Financial Management

Certificate in Financial Management Courses

CalSouthern’s Certificate in Financial Management is an 18-credit program, comprised of the following six required courses:

FIN 87513 Investment Management

Credits : 3

This course covers the theoretical and technical concepts involved in investing in marketable securities. A framework for making intelligent investment decisions and achieving successful investment results is developed through a global outlook. It covers major issues of concern to all investors including risk-return trade off, modern portfolio theory with efficient diversification, asset allocation, futures, options, and other derivative security markets.

Learning Outcomes:
  • Evaluate course concepts critically and competently through interaction with Learners and Faculty Mentor.
  • Integrate understanding of the various financial instruments available to the potential investor.
  • Apply the concept of risk aversion in measuring a utility function and understand how risk aversion affects allocation.
  • Examine behavioral finance, technical analysis, factor models, capital asset pricing model (CAPM), and arbitrage pricing theory (APT).
  • Assess how term structure, interest rate risk, and duration are associated with building a bond portfolio.
  • Implement security analysis by employing equity valuation models and financial statement analysis
  • Demonstrate an understanding of option valuation, futures markets, and other derivatives.
  • Calculate and measure portfolio performance.
  • Devise hedge strategies to offset currency risk involved in international investing.
  • Demonstrate your overall comprehension of the course relative to a broad-based evaluation of your understanding of the concepts and constructs.

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