Learning Outcomes— Finance

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Understanding of the concept of the time value of money and be able to use basic time value concepts to:
- Make basic capital investment decisions, and
- Analyze and value securities, including debt and equity instruments.
- Understanding of the relationship between risk and expected return generally and for specific security classes.
Knowledge of the characteristics of the principle asset classes and key securities to be able to evaluate their appropriateness as investments in a broad range of portfolio applications.
Ability to use the concepts of the time value of money, the risk/expected return relationship and asset-class and security diversification, to construct an investment portfolio that satisfies a hypothetical client's objectives and constraints.
Familiarity with major domestic and global financial institutions and the role of those institutions in the global economy and financial markets.
Understanding of and ability to apply the principle analytical skills and tools used in finance.
Development of a preliminary working knowledge of the Standards of Practice and Codes of Conduct of financial practitioners (CFA, CFP, etc.) and use them to address ethical challenges that may be presented in a professional setting.
Experience of real-world learning and application of skills via their internship. Note: Specific outcomes will vary by assigned internship experience.