Learning outcome
Upon completion of the course the candidate
Knowledge
- understands the principles of pricing and valuation of financial instruments such as
stocks, derivatives, and fixed income securities;
- knows portfolio theory and its relation to the capital asset pricing model (CAPM)
and variants of the model;
- understands the principles of asset allocation and strategies, as well as performance
evaluation of portfolios.
Skills
- is able to apply the theory and models on practical problems of relevance for investors through in-depth knowledge of the financial markets and rigorous analytical thinking;
- demonstrates skills in solving financial problems using Microsoft Excel.
General competence
- is able to address investment decisions in a systematic manner focusing on financial theory and empirical evidence;
- communicates the knowledge to investment professionals and carries out extensive independent work on investment analysis;
- provides insights to a wider audience about the differences among the basic types of securities and how they fit in the total portfolio picture;
- is able to form an opinion about current issues and debates covered by media and finance journals.