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Students will learn criteria for selecting mutual funds, how to develop investment portfolios composed of multiple mutual funds consistent with demographic characteristics of the investor, and how to assess mutual fund and portfolio performance.

Since most investing is through mutual funds, the course explains the investment assets of most individuals. The course would be especially useful for bank employees, human resource managers, financial planners, and those who are managing or monitoring their own investments.

Download Sample Syllabus

The syllabus linked here is a sample only and dates and materials listed in it may vary from your actual class. Classes open one week prior to the official start date.

Current & Upcoming Offerings

Summer 2025

Section: 840

Dates: 07/07/2025 - 07/27/2025

Instructor(s):

Winterim 2026

Section: 840

Dates: 01/05/2026 - 01/23/2026

Summer 2026

Section: 840

Dates: 07/06/2026 - 07/26/2026