UMass Boston

Course Overview

Description

Students gain hand-on experience analyzing various sectors of the S&P 500 index, prepare financial statements, working in teams, and delivering presentations related to financial markets. Students will be required to perform statistical analysis of data, read financial statements, have basic knowledge of financial markets and investment decision-making, and know fundamentals of macroeconomics. Students should be available to participate in weekly meetings to present updates and recommendations, take part in the preparation of the reconciliation statement at the end of the month and contribute to presentations throughout the semester.

Prerequisites

Open to College of Management students only. Non MGT major degree students in partner programs may register for this course starting 01/05/2026. Guest students and non-partner program students may submit registration requests starting 01/15/2026 AF 301 and 60 credits and CM student