FIN 419

Spring 2021 Part of Term 1

Part of Term 1
Jan 25-May 5

Real Client Managed Portfolios

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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 2021
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	32653	Lecture-Discussion	N	9:30AM -10:50AM	TR	Business Instructional Fac	Excell, R	Part of Term: 1 Date Range: 01/25/21-05/05/21 Section Info: This section meets in-person and will have distributed attendance. You will receive an email from your instructor with specific attendance instructions. Restriction(s): Restricted to Gies College of Business. Restricted to Undergrad - Urbana-Champaign.