FIN 419

Spring 2015 Part of Term 1

Part of Term 1
Jan 20-May 6

Real Client Managed Portfolios

Credit: 3 hours.

Applies academic topics on financial markets, security analysis/valuation and portfolio management to hands-on investment management. Students will form and review objectives, constraints, and investment policy as it relates to the client's money under management. They will purchase securities, monitor performance of the portfolio, and make recommendations for any adjustments to the holdings. They will be fully educated and responsible to the fiduciary and ethical standards of professional money management as guided by the CFA Institute.

3 undergraduate hours. No graduate credit. May be repeated to a maximum of 9 hours. Prerequisite: FIN 321 or consent of instructor.

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FIN 419 class schedule data for spring 2015
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	32653	Lecture-Discussion	N	9:30AM -10:50AM	TR	Wohlers Hall	Waspi, K	Part of Term: 1 Date Range: 01/20/15-05/06/15 Special Approval: Departmental Approval Required Section Info: Registration requires students to complete an application available in 340 Wohlers. Acceptance is contingent upon an admission screening process.
	32654	Lecture-Discussion	N1	9:30AM -10:50AM	TR	Wohlers Hall	Waspi, K	Part of Term: 1 Date Range: 01/20/15-05/06/15 Special Approval: Departmental Approval Required Section Info: Registration in part II of FIN 419 is open only to students who have completed part I.