FIN 419

Spring 2023 Part of Term 1

Part of Term 1
Jan 17-May 3

Real Client Managed Portfolios

SHOW FINAL EXAM SCHEDULE

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.

My Favorites

My Schedule

Section Status updates every 10 minutes.

FIN 419 class schedule data for spring 2023
	CRN	Type	Section	Time	Day	Location	Instructor	Section Details
	32653	Lecture-Discussion	P1	9:30AM -10:50AM	TR	2011 Business Instructional Fac	Excell, R	Part of Term: 1 Date Range: 01/17/23-05/03/23 Section Info: Restricted to students with Senior class standing. Restriction(s): Restricted to Gies College of Business. Not intended for Nondegree major(s) or minor(s). Restricted to students with Senior class standing. Restricted to Undergrad - Urbana-Champaign.