This course covers investment and investment management principles, including common financial planning and investment concepts utilized to improve investment decision making and overall investment portfolio performance. The main topics include investment theory, financial markets and institutions, financial assets and their related valuations, and mutual funds. Group projects will enable students to implement investment strategies and analysis, and apply investment decision-making and performance assessment tools.


45 credits of 100-level or higher coursework including [BFIN 241 or BFIN 306 or BFIN 286]; OR CMNS 305 and [NABU 320 or NABU 340]

Course Notes

BFIN 321 is equivalent to BFIN 441. Duplicate credit will not be granted for this course and BFIN 441.

Course Outlines

Please note: Course outlines of record posted may vary from the section syllabus distributed by each instructor (e.g. textbooks, assignments, timing of midterms).


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