L.CFP 310 - Portfolio Management & Communication

Credits: 3

The Minor in Financial Planning & Wealth Management is open to students of all majors and interests. Course will teach students how to educate, guide, and advise clients on goals-based portfolio management. Instruction is designed to provide students with an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, equity and bond valuation and derivatives. Intention is for students to gain enough familiarity with investment concepts to form their own opinions to aid in career direction. Topics covered align with the requirements of the CFP Board’s Principal Topics List. Note: Students can also take L.BUS 352 - Investments to satisfy this component of the Minor in Financial Planning & Wealth Management. L.BUS 352 will count as part of the CFP® education coursework.
Prerequisite: None
Co-requisite: None
General Education Classification: Not Applicable