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Financial Engineering and Wealth Management

X414.4 (2 semester units in Business Administration)

A requirement in the Professional Sequence in Wealth Management

This course covers financial engineering and risk management techniques for management of equity, bond, financial derivatives and asset allocation. Topics include measurement of portfolio risk exposure and value at risk (VAR); modern portfolio theory; concentrated equity positions; portfolio benchmarking and rebalancing; the importance of asset allocation, and tax-efficient portfolio design; risk and diversification; market risk management; foreign currency risk exposures; credit risk and credit derivatives; interest rate risks; and asset liability management (ALCO).

There are currently no sections open for enrollment.

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Sections closed for enrollment

Sun. Oct. 11, San Francisco

KIRK O. KNAPP, M.S.E.E., M.B.A., CFP, CFA, is an investment advisor and member of the faculty in Graduate Business at Saint Mary's College of California. He enjoys managing portfolios for clients and himself and teaching finance and investment management. He worked in several high technology companies in strategic marketing and founded his own independent investment advisory firm, Emerald Management.

NOTE: This class is closed. For information about related courses, contact your academic department.

• $730 (EDP 311373)

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