Investment Management Analysis

1. Understand the basic principles of investment management.
2. Analyze different types of investment instruments.
3. Evaluate the risks and returns associated with various investments.
4. Apply security analysis techniques to assess investment opportunities.
5. Understand the functioning of financial markets.
6. Develop investment plans and manage investment portfolios.

13 weeks, about 28 hours in total. Yours will differ.

1. Week 1Module 1: Introduction

   • Unit 1: The Role of Investment · 2 hours

     Read Unit 1: Understand the definition of investment and its importance.. Identify different types of investments and their characteristics.. Analyze the structure of the investment process and the roles of participants..

2. Week 2Module 1: Introduction

   • Unit 2: Fixed income Securities · 2 hours

     Study Unit 2: Differentiate between fixed and non-fixed income investments.. Examine bonds, preferred stock, and convertible securities.. Understand derivative securities like options and futures..

3. Week 3Module 1: Introduction

   • Unit 3: Securities Markets · 2 hours

     Review Unit 3: Explore the primary and secondary security markets.. Understand the role of investment bankers and underwriting.. Examine trading activity and listing policies..

4. Week 4Module 1: Introduction

   • Unit 4: Investment Planning · 2 hours

     Study Unit 4: Learn the steps involved in investment planning.. Understand the importance of meeting investment prerequisites.. Establish investment goals and adopt an investment plan..

5. Week 5Module 2: Risk and Return

   • Unit 1: Investment Return · 2 hours

     Read Unit 1: Understand the concept of return and its components.. Calculate capital gains and losses on investments.. Analyze the time value of money and compound interest..

6. Week 6Module 2: Risk and Return

   • Unit 2: Risk: The other side of the Coin · 2 hours

     Study Unit 2: Explore the concept of risk and its sources.. Examine business risk, financial risk, and purchasing power risk.. Understand interest rate risk, liquidity risk, and tax risk..

7. Week 7Module 2: Risk and Return

   • Unit 3: Investing in Common Stock · 2 hours

     Review Unit 3: Understand the appeal of common stocks to investors.. Analyze stock price behavior and returns.. Examine the pros and cons of stock ownership..

8. Week 8Module 2: Risk and Return

   • Unit 4: Buying and selling of Common Stock · 2 hours

     Study Unit 4: Learn about buying and selling common stocks.. Understand stock quotes and transaction costs.. Examine common stock values: par value, book value, market value, and investment value..

9. Week 9Module 3: Advanced Analysis

   • Unit 1: Security Analysis · 2 hours

     Read Unit 1: Understand the principles of security analysis.. Apply security analysis in an efficient market.. Examine economic analysis and the business cycle..

10. Week 10Module 3: Advanced Analysis

    • Unit 2: Investing in Fixed-Income Securities · 2 hours

      Study Unit 2: Learn about investing in fixed-income securities.. Understand the advantages and disadvantages of bond investments.. Examine essential features of a bond, including maturity date and call features..

11. Week 11Module 3: Advanced Analysis

    • Unit 3: Bond Valuation and Analysis · 2 hours

      Review Unit 3: Understand bond valuation and analysis.. Keep tabs on market interest rates.. Examine the term structure of interest rates and yield curves..

12. Week 12Module 3: Advanced Analysis

    • Unit 4: Preferred Stocks and Convertible Securities · 2 hours

      Study Unit 4: Learn about preferred stock and convertible securities.. Understand the advantages and disadvantages of preferred stocks.. Examine the rights of preferred stockholders and issue characteristics..

13. Week 13Module 4: Derivatives and Funds

    • Unit 4: Mutual Funds · 4 hours

      Review all modules and units.. Work on assignments and prepare for the final examination.. Consult additional resources for better understanding..