Course Description

This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. You will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.

Modules included in this course:

  • Introduction to Stocks
  • Introduction to Fixed Income Securities
  • Introduction to Pooled Investments
  • Investment Risks
  • Buying and Selling Securities
  • Measures of Investment Returns
  • Portfolio Management and Measurements
  • Formula Investing and Investment Strategies
  • Asset Allocation and Portfolio Diversification
  • Efficient Market Theory (EMT)
  • Asset Pricing Models
  • Time Influence on Valuation
  • Valuation of Stocks and Bonds
  • Futures and Option Strategies
  • Alternative Investments
  • Taxation of Investment Vehicles

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at MindMax, Inc. by calling 1-877-290-9005 or by visiting their website at financialplanningonline.bu.edu.

Applies Towards the Following Certificates


Thank you for your interest in this course.

To learn about the next course offerings available, please call:

  • Blended and Classroom:  Evergreen Seminars, Financial Planning, Interpreter, Paralegal, and Real Estate Studies, 617-353-4497
  • Online: Commercial Real Estate Practice, 617-353-4497
  • Online:  Financial Planning, Genealogy, Professional Fundraising, 617-502-8822
  • Online:  Paralegal, 857-366-9338
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