MGMT X 433.01

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

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Typically Available

Fall

Winter

Summer

Duration

As few as 11 weeks

Units

4.0

Current Formats

In Person

Cost

Starting at $905.00

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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.

Winter 2026 Schedule

Date

Details

Format

January 10 - March 21

Saturday 9:00AM - 12:00PM PT

REG#

406399

Fee:

$905.00

In Person

UCLA Extension Lindbrook Center in Westwood

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Notes

Visitors not permitted. Internet access required. Materials required.

Textbook can be purchased directly from the publisher (Pearson). Fundamentals of Investing (14th edition)

Deadline

Refunds only available from November 03, 2025 to January 18, 2026

Course Requirements

Course syllabus not yet available.

Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk

ISBN 9780135662274

Schedule

Type

Date

Time

Location

Lecture

Sat Jan 10, 2026

9:00AM PT - 12:00PM PT