UMass Boston

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Investments

Course Overview

Date / Time Location Credits Minimium Tuition*
9/2/25 - 12/12/25
We 5:30p.m. – 8:15p.m.		 Wheatley-Peters W02-0107 3 $2065 (guest students)
Date
9/2/25 - 12/12/25
Time
We 5:30p.m. – 8:15p.m.
Location
Wheatley-Peters W02-0107
Credits
3
Min. Tuition*
$2065 (guest students)

Description

Provides the student with an understanding of capital market securities, operations, valuation, and investment techniques. Specifically, the course covers definitions of various investment vehicles, operation of the NYSE and NASDAQ markets, portfolio theory (CAPM and APT), valuation of stocks and bonds, and investor capital allocation decisions, including discussions of mutual fund selection.

Prerequisites

AF 301 and a minimum of 60 credits. MGT majors only

Guest registration opens August 18

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Course Details

Session

Regular Academic Session

Class Dates

9/2/2025 - 12/12/2025

Location

Wheatley-Peters W02-0107

Enrolled / Capacity

16 / 35

Status

Closed

Instructor

Yijia Zhao

Tuition*

$2065 (guest students)

* The tuition estimate is based on minimum, single-course cost to a new student who is a Massachusetts resident and not enrolled in a multi-course program. State residency, online/in person modality, and matriculation to a degree program may affect cost.

Tuition Details