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  • Berkeley Global

Financial Securities Analysis

BUS ADM X425.5

40241
Delivery Options Online
Acquire a solid framework to understand and practice fundamental analysis as it applies to stocks, bonds and fixed-income securities. Develop the tools to analyze a company for investment purposes, and learn 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 also develop their understanding of security analysis.
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Sections

Section 011

Jan 25, 2021 to Apr 05, 2021 Live Online

Course Fee(s)

Course Fee credit (2 units)

$1,175.00

Type Live Online

Access classroom-style interactive learning from anywhere in the world! Attend scheduled online sessions with your instructor and classmates in addition to completing your coursework.

Live Online format allows you to take classes from anywhere with an internet connection. Classroom sections will be taught in this format through Spring 2021. Learn more about this format.

Beginning August 15, 2020, you must have a Zoom account to participate.

Many schools are now accepting transfer credit for online coursework, including health and sciences programs. Check with your institution before enrolling.

Days

M

Time

6:00PM to 9:00PM Pacific Time

Dates

Jan 25, 2021 to Apr 05, 2021

Schedule and Location

View Details

Instructional Hours

30.0

Delivery Options

Online

Available for Credit

2 semester units

Instructors

  • Bill Sawyer

Section Notes

Schedule Note: There will be no class on Monday, February 15, in observance of Presidents' Day.

Section Materials

  • Textbook (Mandatory) Essentials of Investments with Connect Access by Zvi Bodie and Alex Kane and Alan Marcus © 2019 McGraw-Hill Education 11th edition ISBN 9781260013924

This course applies to the following programs:

Certificate Program in Finance

Expand or collapse section

Required Courses

  • Introduction to Risk Management and Financial Derivatives
  • Corporate Financial Analysis and Modeling
  • Intermediate Corporate Finance
  • International Finance

Electives

  • Advanced Portfolio and Risk Management
  • Basic Corporate Finance
  • Behavioral Finance
  • Business Valuation
  • Debt Markets and Fixed-Income Securities
  • Derivative Securities
  • Financial Securities Analysis
  • Investment Portfolio Management
  • Presenting Quantitative Data Effectively

Learn More About this Program

Notes

Departmental contact: extension-business@berkeley.edu | (510) 642-4231

Prerequisites

Basic Corporate Finance BUS ADM X430.1 or consent of instructor

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BUS ADM X425.5 - 011 - Financial Securities Analysis

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Bill Sawyer

Bill Sawyer, CFA, CPA, CFP®, CMA has more than 20 years of experience in finance and accounting, with extensive background in the investment management field. He has held positions in portfolio management, equity research (both buy-side and sell-side), venture capital investing, and Fortune 100 corporate financial management. Bill holds the Chartered Financial Analyst® designation and is a licensed CPA in the State of California. He is also both a CERTIFIED FINANCIAL PLANNER™ and Certified Management Accountant. He received a B.S. in Applied Economics with an accounting concentration from Cornell University.
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