2020-2021 Catalog

FIN 557 Ethics and Portfolio Management

This is the fourth course in a series of four that will introduce topics relevant to finance and at the same time, prepare students to sit for the Chartered Financial Analyst (CFA) Level I exam. In this course, students will learn about the code of ethics and trust in the investment profession, global investment performance standards (GIPS), portfolio management, including portfolio risk and return, as well as technical analysis and topics around fintech investment management.