TECEP®
FIN-321-TE Security Analysis and Portfolio Management
This test is an introduction to investment alternatives, security analysis, and portfolio construction. Topics include: the environment in which investment decisions are made: (1) markets for the purchase and sales of securities, (2) risk and return--their measurement and use in the construction of the individual’s portfolio, (3) taxation, and (4) the efficiency of financial markets; as well as specific investments: (1) debt instruments—corporate bonds, federal government securities, and municipal bonds; (2) equity investments, (3) put and call options, (4) investment companies, and (5) nonfinancial assets such as real estate, gold, and collectibles.
This exam is also available as the formal course FIN-321.
Semester Hours: 3