INTRODUCTION TO APPLIED SECURITY ANALYSIS

Prerequisites & course information

Requisites: Declared in Finance, Investment and Banking: Applied Security Analysis, MBA or Finance, Investment and Banking: M.S. Course Designation: Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Apply an analytical framework to a security selection process, including identifying and forecasting key drivers of company performance. Audience: Both Grad & Undergrad 2. Produce a three-statement financial model with relevant ratios and forward-looking forecasts. Audience: Both Grad & Undergrad 3. Apply absolute and relative valuation approaches to companies to assist with making investment decisions. Audience: Both Grad & Undergrad 4. Articulate how analysts conduct field research, including sources frequently used in researching companies, management teams and industries. Audience: Both Grad & Undergrad 5. Formulate an investment thesis statement and persuasively communicate the recommendation to others. Audience: Both Grad & Undergrad 6. Establish a network of contacts and relationships in the investment community through the interview process and by participating in alumni and industry events. Audience: Graduate Learning Outcomes: 1. Apply an analytical framework to a security selection process, including identifying and forecasting key drivers of company performance. Audience: Both Grad & Undergrad 2. Produce a three-statement financial model with relevant ratios and forward-looking forecasts. Audience: Both Grad & Undergrad 3. Apply absolute and relative valuation approaches to companies to assist with making investment decisions. Audience: Both Grad & Undergrad 4. Articulate how analysts conduct field research, including sources frequently used in researching companies, management teams and industries. Audience: Both Grad & Undergrad 5. Formulate an investment thesis statement and persuasively communicate the recommendation to others. Audience: Both Grad & Undergrad 6. Establish a network of contacts and relationships in the investment community through the interview process and by participating in alumni and industry events. Audience: Graduate