 
RELATED AIM LINKS
|
 |
Courses & Academic Requirements
AIM Curriculum
Courses
-
Investment Analysis (FINA 181) is the study of financial instruments such as stocks, bonds, convertibles, and options, and the markets in which they are traded. The primary concern of the course is with the decision process that evaluates the various investment opportunities. Download syllabus
- Fixed Income Securities (FINA 189) focuses on securities (mainly bonds) that promise a fixed income stream and all related securities whose valuation are influenced by interest rates. This course is focused on the concepts and tools that are useful to managers and investors who want to use these securities, whether for investing, hedging, market-making, or speculating. Download syllabus
- Introduction to Applied Investment Management (FINA 191) covers
investment policy, securities regulation, and the mechanics
of the securities markets. It is
intended to prepare students
for their summer internship.
- Research and Financial Analysis (FINA 192) provides students
a thorough understanding of key investment tools including
quantitative research methods, economic relationships, and
financial statement analysis. During this course students
will analyze securities and manage an equity and fixed income
portfolio.
- Valuation and Portfolio Management (FINA 193) includes the
common approaches to valuing assets, the basic measurements
of risk and return, and the key elements of the portfolio
management process. Students will continue to manage an
investment portfolio, evaluate performance, and prepare
reports on the results at the end of the semester.
- Investment Management, Ethics, and Society (FINA 194) emphasizes
how to manage investments in a manner that is both ethical
and socially responsible. Students will acquire a thorough
understanding of the CFA® professional standards of
conduct in the application of ethics to the moral dimensions
of money management.
Required Internship
Students accepted into the AIM program will be required
to complete a summer internship between their junior and
senior years. It most likely will not be possible for students
to study abroad during their junior or senior years. Also,
given the required AIM courses, it will difficult for students
to obtain a double major in business within four years. For more information about the AIM Internship program or for a list of past and upcoming internship opportunities, please visit the AIM Internships and Careers page.
Contact
Dr. David S. Krause, Director of the Applied Investment
Management Program, College of Business Administration,
(414) 288-1457, david.krause@marquette.edu
|
