Topic 1: Portfolio Analysis and Management. Explore quantitative applications and the underlying theory in the analysis and management of securities and portfolios. Designed for students with career goals in investment. Additional prerequisite: Finance 367 or 367Q. Restrictions: Restricted to students in a business major.
Topic 2: Financial Risk Management. Finance 377 (Topic 2) and 377 (Topic 5: Energy Financial Risk Management) may not both be counted. Additional prerequisite: Finance 367 or 367Q. Restrictions: Restricted to students in a business major.
Topic 3: Security Analysis. Additional prerequisite: Credit or registration for Finance 367 or 367Q, and consent of instructor. Restrictions: Restricted to students accepted to the Financial Analyst Program.
Topic 4: Financial Analysis. Application of fundamental analysis and valuation techniques. Additional prerequisite: Credit or registration for Finance 367 or 367Q. Restrictions: Restricted to students in a business major.
Topic 5: Energy Financial Risk Management. Finance 377 (Topic 2: Financial Risk Management) and 377 (Topic 5) may not both be counted. Additional prerequisite: Finance 367 or 367Q. Restrictions: Restricted to students in a business major.
Topic 6: Fixed Income Analysis. Explore the role of fixed income securities, and methods of economic and financial analysis relevant to their markets. Finance 377 (Topic: Fixed Income Analysis) and 377 (Topic 6) may not both be counted. Additional prerequisite: Credit or registration for Finance 367 (or 367Q). Restrictions: Restricted to students in a business major.
Topic 7: Security Market Policy. Analyze current developments in financial market innovation and regulation to understand their effects on capital creation, investor welfare, market efficiency, and financial stability. Explore new financial products, securities fraud and misconduct, shadow banking, technological disruptions, market failures, systemic risk, and policy trade-offs in securities markets regulation. Finance 377 (Topic: Security Market Policy) and 377 (Topic 3) may not both be counted. Additional prerequisite: Upper-division standing; Finance 367 or 367Q. Restrictions: Restricted to students in a business major.