FINA565 Overview

ToddFeldman_CFFP
ToddFeldman_CFFP CFFP Faculty & Instructors Posts: 4
edited June 12 in Financial Planners Professional Community

In FINA565, you’ll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, you’ll develop the skills and knowledge essential for making sound investment decisions and performing thorough security analyses.

What You’ll Learn

  • Valuation Techniques: Master Discounted Cash Flow (DCF), Price Multiples, and the Residual Income Model.
  • Fixed-Income Mastery: Understand bond pricing, yield to maturity/call, duration, convexity, and various bond types.
  • Behavioral Insights: Explore how psychology influences markets through Behavioral Finance and Technical Analysis.
  • Market Theories: Analyze the Efficient Market Hypothesis (EMH), the term structure of interest rates, and macroeconomic trends.
  • Equity Valuation Project: Apply your knowledge by creating a detailed investment analysis of a publicly traded company, including ESG factors and a video presentation.

Take a moment to reflect:

  • What’s been the most interesting concept so far?
  • What’s been challenging?
  • Do you have a strategy for your final project company selection?

Share your thoughts, questions, or insights in the comments below. Supporting each other is key to mastering this material and getting the most out of this course!

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