Global Investment Foundations

3 Credits · Level: Graduate, Undergraduate

This course is an introduction to the global investment industry covering the essentials of finance, ethics, and investments. Focus is placed on understanding the risks and characteristics in the investment profession from a practitioner’s perspective. Quantitative techniques are utilized to optimize portfolios and design investment products while simulations are incorporated to enable students to evaluate macroeconomic policies and trade equity, interest rate, commodity, currency, and bitcoin derivatives. It is ideally suited for students who want to pursue careers in investment management, investment banking, wealth management, law, compliance, or government regulation & supervision. Students who successfully complete this course will be prepared to pass the FINRA SIE license exam which is required for careers in investment banking / investment management and demonstrates a mastery of core foundational principals of the investment profession.