FIN 651 Portfolio Management

The course includes a review of the investment process and portfolio applications intended to meet the content of the CFA Body of Knowledge. Asset valuation models are taught in addition to equity, bond, and hybrid portfolio management. Course content includes a review of professional ethics as it relates to portfolio management.

Credit 3 hrs May not be repeated for additional credit
Grade Mode Normal (A-F) Course Rotation Fall (in-person)

Prerequisites - FIN 601 with a “C” or higher
Restriction by Major - FNCE
Restriction by Degree Type - Masters standing

Equivalent Course(s) -
Course History -
New Course 6/2018, effective Fall 2018

Winter 2025 Course Sections

Summer 2025 Course Sections

Fall 2025 Course Sections