FIN 4720. Applied Financial Planning. 3 Hours.

Prerequisite: FIN 3360 with a grade of "C" or better. Corequisite: FIN 4520. Theory and applications of portfolio management. Students will apply investment strategies, risk assessment tools, asset allocation decisions, client-oriented portfolio construction, financial asset valuation, and ethics problems in investment management. Students will gather and analyze market, industry, and company level data sources including Bloomberg.