| 1 |
Reading |
Definition of investment, investment instruments, financial markets and institutions |
Presentation & Discussion & Q&A |
| 2 |
Reading |
Risk and return concepts, measurement methods |
Presentation & Discussion & Q&A |
| 3 |
Reading |
Stock valuation (fundamental analysis – discounted cash flow methods) |
Presentation & Discussion & Q&A |
| 4 |
Reading |
Bond valuation, interest rate and bond price relationship |
Presentation & Discussion & Q&A |
| 5 |
Reading |
Derivative products (futures, options, swaps) |
Presentation & Discussion & Q&A |
| 6 |
Reading |
Introduction to portfolio management, diversification, and correlation |
Presentation & Discussion & Q&A |
| 7 |
Reading |
Modern Portfolio Theory (Markowitz model |
Presentation & Discussion & Q&A |
| 8 |
Reading |
Capital Asset Pricing Model (CAPM) and Beta |
Presentation & Discussion & Q&A |
| 9 |
Reading |
Arbitrage Pricing Theory (APT) |
Presentation & Discussion & Q&A |
| 10 |
- |
MID-TERM EXAM |
- |
| 11 |
Reading |
Efficient market hypothesis and behavioral finance approaches |
Presentation & Discussion & Q&A |
| 12 |
Reading |
Portfolio performance measurement methods (Sharpe, Treynor, Jensen, etc.) |
Presentation & Discussion & Q&A |
| 13 |
Reading |
Investment funds, pension funds, and portfolio management practices |
Presentation & Discussion & Q&A |
| 14 |
Reading |
Alternative investments (real estate, commodities, crypto assets) |
Presentation & Discussion & Q&A |
| 15 |
Reading |
General Review |
Presentation & Discussion & Q&A |
| 16 |
- |
FINAL EXAM |
- |
| 17 |
- |
FINAL EXAM |
- |