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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.

Prerequisites:

Basic Corporate Finance BUS ADM X430.1 or equivalent

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Sections

Section 013

Apr 10 to Jun 19

Type: Live Online

Instructor:

  • Bill Sawyer

Cost: $1,175.00

See section 013 Details

Section Schedule

Apr 10, 2023 to Jun 19, 2023

Type Live Online

Days

M

Time

6:00PM to 9:00PM Pacific Time

Dates

Apr 10, 2023 to May 22, 2023

Location

Live Online

Type Live Online

Days

M

Time

6:00PM to 9:00PM Pacific Time

Dates

Jun 05, 2023 to Jun 19, 2023

Location

Live Online

Schedule and Location

View Details

Instructional Hours

30.0

Location

Live Online

Delivery Options

Online

Available for Credit

2 semester units

Section Notes

Schedule Note: There will be no class on Monday, May 29 in observance of Memorial Day. 

TEXTBOOK NOTE: Connect (an online homework and learning management system) is required for this section. UC Berkeley Extension has negotiated a special discounted price for CONNECT. This includes access to an electronic copy of the textbook, so there is no need to purchase the hardcover book unless you prefer that. To take advantage of the special price, please wait until the first day of class and use the link your instructor sends you. 

Please purchase Connect through the course URL that will be provided through an announcement in the online classroom on the start date.

Students will receive access to the course in Canvas on the course start date. Zoom meeting information will be emailed to enrolled students before the first class meeting and posted to the announcements page in Canvas.

 

Section Materials

  • (Mandatory)

    Essentials of Investments (with Connect Access) by Zvi Bodie, Alex Kane & Alan Marcus

    © 2022 McGraw Hill 12th edition ISBN 9781260772166
  • Other

    (Optional)

    Microeconomics by BarCharts, Inc.

    © 2009 Quick Study 1st edition ISBN 978-1423208556

Summer enrollment opens on March 20!

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

  • Basic Corporate Finance
  • Behavioral Finance
  • Business Valuation
  • 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

Instructional Types

Live Online
Live Online courses provide an interactive learning experience with scheduled synchronous online sessions held via Zoom video conferencing (Pacific Time). Learn more about the Live Online format.
Online, Start Anytime
Continuous enrollment course begins when you enroll. You have a minimum of 90 days and a maximum of 180 days to complete the course.
Online, Fixed Date
Enroll in this course by its start date and complete it by its specified end date. There are no live sessions, but plenty of opportunities to collaborate with your classmates and instructor.
Classroom
Take classes in-person at one of our buildings or partner locations.

English Language Proficiency Requirements

All of our courses are taught in English. If English is not your first language, please use the following test scores as guides in order to be successful:

  • TOEFL: 90
  • IELTS Academic Format: 7
  • DAAD: C1
  • TEM-4 or TEM-8: Level 70
  • Duolingo: 115

Note: You do not need to submit test scores.

Extension

1995 University Ave., Suite 130

Berkeley, CA 94704-7000

extension@berkeley.edu

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The University of California, Berkeley, is accredited by the Western Association of Schools and Colleges (WASC). UC Berkeley Extension—like all other UC Berkeley schools, colleges and departments—is accredited by WASC through the University.

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Course Fee

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.

BUS ADM X425.5 - 013 - Financial Securities Analysis

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