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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 012

Apr 04, 2022 to Jun 13, 2022 Live Online

Course Fee(s)

Course Fee credit (2 units)

$1,175.00

Type Live Online

Live Online courses provide an interactive learning experience with scheduled synchronous online sessions held via Zoom video conferencing (Pacific Time). As with courses held in person, the teaching methods for Live Online courses emphasize lectures, demonstrations, group discussions and collaborative activities. You should be prepared to attend every session and engage in class via webcam. Live Online format allows you to take classes from anywhere with an internet connection.

Learn more about the Live Online format.

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

Apr 04, 2022 to Jun 13, 2022

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, May 30, in observance of Memorial Day. 

This course applies to the following programs:

Certificate Program in Finance

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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

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

Note: You do not need to submit test scores.

Extension

1995 University Ave., Suite 200

Berkeley, CA 94704-7000

extension@berkeley.edu

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BUS ADM X425.5 - 012 - Financial Securities Analysis

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Online

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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