Business and Management

A to Z Course Index

Information Sessions

Certificate Programs

Transcripts

Course Locations

Concurrent Enrollment

Order a Catalog

Courses begin every month. A new edition of our catalog is published three times a year in early April, July and December.

Quick Enroll	Search

Financial Security Analysis

X425.5 (2 semester units in Business Administration)

(formerly Securities Analysis)

This course provides a solid framework to understand and practice fundamental analysis as it is applied to stocks, bonds, and fixed-income securities. Students develop analytical tools to analyze a company for investment purposes and develop guidelines for evaluating purchases of stocks and fixed-income securities.

Topics include the theory and purpose of investment, financial statement analysis review, ratio analysis, alternative methods for forecasting corporate profits, valuation techniques, technical analysis, fixed-income research, and portfolio management.

The course is intended for those making investment decisions and recommendations, including research assistants, registered representatives, financial planners, and security salespeople. Individual investors can develop their understanding of security analysis.

Prerequisite: Basic Corporate Finance X430.1 or consent of instructor.

There are currently no sections open for enrollment.

---

Sections closed for enrollment

Mon. Sept. 28, 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.

Revised class schedule in red.

• 10 meetings
• Sept. 28 to Nov. 30: Mon., 6:30-9:30 pm
• San Francisco: Room 804, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
• $690 (EDP 311381)

Quick Enroll	Search