1. Introduction to Investment Analysis: This unit provides an overview of investment analysis, covering topics such as financial markets, investment instruments, risk and return, and the role of investment analysis in decision-making.
2. Financial Statement Analysis: This unit focuses on analyzing financial statements to evaluate a company's financial health and performance. Topics covered include financial ratios, cash flow analysis, and the interpretation of financial statement data.
3. Security Valuation: This unit explores various approaches and methods for valuing different types of securities, including stocks, bonds, and derivatives. Students learn about valuation models, such as discounted cash flow analysis, relative valuation, and option pricing models.
4. Portfolio Management: This unit covers the principles and strategies of portfolio management. Topics include asset allocation, diversification, risk management, and performance evaluation. Students also learn about different portfolio management techniques and investment strategies.
5. Equity Analysis: This unit focuses on analyzing individual stocks and equity investments. Students learn fundamental analysis techniques, such as company and industry analysis, valuation methods, and investment decision-making based on financial and non-financial factors.
6. Fixed Income Analysis: This unit examines the analysis of fixed income securities, including bonds and debt instruments. Topics covered include bond valuation, yield curve analysis, credit risk assessment, and bond portfolio management strategies.
7. Alternative Investments: This unit introduces students to alternative investment classes, such as real estate, private equity, hedge funds, and commodities. Students learn about the characteristics, risks, and valuation methods associated with these alternative investments.
8. Risk Management and Derivatives: This unit explores the role of risk management in investment analysis and introduces students to derivative instruments. Topics covered include options, futures, swaps, and risk management strategies using derivatives.
9. Behavioral Finance: This unit examines the influence of human behavior on investment decision-making. Students learn about biases, heuristics, and cognitive factors that impact investment choices and explore the implications of behavioral finance on investment analysis.
10. Ethical and Professional Standards in Investment: This unit focuses on ethical considerations and professional standards in the field of investment analysis. Students learn about codes of conduct, regulatory requirements, and the responsibilities of investment professionals.
11. Capstone Project: The capstone project provides an opportunity for students to apply their knowledge and skills in investment analysis to a real-world case or research project. Students demonstrate their ability to conduct in-depth analysis, make informed investment decisions, and communicate their findings effectively.