Fundamentals of Investing

MGMT X 433.01

Learn the basics of investing, including investment analysis, investment risk, capital markets, portfolio development, management and rebalancing.

READ MORE ABOUT THIS COURSE
Fall
Winter
Summer
In Person
Starting at $855.00
As few as 11 weeks
4.0

What you can learn.

  • Understand the basic concepts and principles of investing, examine investment policies, learn about various types of securities and factors that influence price changes
  • Prepare an investment program, discover different sources of and the relevant mechanics and techniques of the market

About this course:

Designed to present the foundational concepts and principles of investing, this course examines investment policies, types of securities, factors that influence price changes, timing purchases/sales, preparing investment programs to meet objectives, investment risk and return and portfolio balancing. Instruction includes an introduction to investments, including investment analysis, portfolio management and capital markets; an overview of the securities market and its behavior; information about various instruments and trade procedures; and relevant market mechanics and techniques.

Spring 2025 Schedule

Date & Time
Details
Format
 
-
Saturday 9:30AM - 12:30PM PT
Available
See Details
Instructor: Sue J. Liu CFA
402563
Fee:
$855.00
In Personformat icon
Location: UCLA
Notes

 

Visitors not permitted. Internet access required. Materials required.

 

Refund Deadline
No refunds after April 13, 2025
Course Requirements
C
Schedule
Type
Date
Time
Location
Lecture
Sat Apr 5, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat Apr 12, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat Apr 19, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat Apr 26, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat May 3, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat May 10, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat May 17, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat May 24, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat May 31, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat Jun 7, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146
Lecture
Sat Jun 14, 2025
9:30AM PT - 12:30PM PT
UCLA
Dodd Hall 146

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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