INVESTMENT PLANNING

The Investment Planning course explores the essential principles of investing and how to apply them wisely as wealth advisors. Students will examine how investment wisdom and theory has evolved - from the insights of Benjamin Graham to Modern Portfolio Theory, the Capital Asset Pricing Model, factor-based investing and more -- and identify how these theories can be utilized as a framework for understanding and using investments of the present and future. Students will calculate and apply mathematical formulas to learn how to manage risk and return in investment portfolios. This course will compare and contrast each of the major asset classes, ranging from cash and near-cash investments to public and private equity, debt and alternative investments. Students will learn how to apply investment skills to deliver and demonstrate value to clients, net of fees and adjusted risk. In addition, this course will emphasize the parallel development of investment knowledge and communication and counseling skills to conduct investment relationships with clients effectively.

Pre-recorded lecture videos on Canvas with tracked completion (Category D) 80 min x 14 = 1,120 min; Monitored online discussion board on Canvas with instructor feedback (Category C) 50 min x 14 = 700 min; Recorded guest speaker sessions with tracked completion (Category D) 11 sessions x 30 min = 330 min; Required PBL team check-ins with faculty (Category E) 2 meetings x 50 min = 100 min; TOTAL = 2,250 min (for entire semester)