Learning Outcomes— Finance

  • Understanding of the concept of the time value of money and be able to use basic time value concepts to:
    • Make basic capital investment decisions, and
    • Analyze and value securities, including debt and equity instruments.
    • Understanding of the relationship between risk and expected return generally and for specific security classes.
  • Knowledge of the characteristics of the principle asset classes and key securities to be able to evaluate their appropriateness as investments in a broad range of portfolio applications.
  • Ability to use the concepts of the time value of money, the risk/expected return relationship and asset-class and security diversification, to construct an investment portfolio that satisfies a hypothetical client's objectives and constraints.
  • Familiarity with major domestic and global financial institutions and the role of those institutions in the global economy and financial markets.
  • Understanding of and ability to apply the principle analytical skills and tools used in finance.
  • Development of a preliminary working knowledge of the Standards of Practice and Codes of Conduct of financial practitioners (CFA, CFP, etc.) and use them to address ethical challenges that may be presented in a professional setting.
  • Experience of real-world learning and application of skills via their internship. Note: Specific outcomes will vary by assigned internship experience.