ACCT 5300 Investment Analysis

Covers security valuation, portfolio theory, and market efficiency for individual investors.

About this course

This course explores the principles of security valuation, portfolio theory, and market efficiency. You will learn how to analyse financial markets and make informed investment decisions for individual clients. The curriculum covers the valuation of equities and fixed-income securities, asset allocation strategies, and the evaluation of investment performance.

Through case studies and practical projects, you will build a diversified portfolio and assess its performance against market benchmarks. The course also addresses the ethical considerations involved in financial planning and investment advice.

Who takes this course

• Financial Planning

Credits: 3 · Hours: 45

Prerequisites

• ACCT 5280 Financial Planning Foundations

Learning outcomes

• Evaluate the intrinsic value of stocks and bonds using standard financial models.
• Construct and manage a diversified investment portfolio based on risk tolerance and goals.
• Analyze market efficiency and identify potential mispriced securities.
• Assess the impact of economic indicators on investment performance.
• Apply ethical standards when providing investment advice to clients.

Evaluation