Help

Investment Anal/Plan for Bus & Indi (MGT 763)

Term: 2026-2027 10 Fall

Faculty

Michelle Lee BensonShow MyInfo popup for Michelle Lee Benson
Email address is hidden, click here to email
 
James ZimmermanShow MyInfo popup for James Zimmerman
zimmermanj@stmary.edu
 
Dr. Mark HarveyShow MyInfo popup for Dr. Mark Harvey
Email address is hidden, click here to email
Office hours:
  • Monday-Friday, 9-5 or by appointment
  •  
    TBA TBAShow MyInfo popup for TBA TBA
    registrar@stmary.edu
     
    Email all faculty members

    Description

    This course emphasizes foundational financial knowledge for individuals who desire to study/teach finance, work in business/corporate finance, and work as personal financial analysts, planners, and wealth managers. It includes coverage of financial institutions and markets, financial decision-making tools, and financial investments/portfolio determination. In addition, the role of derivative financial securities, as related to both individual and corporate investments and risk mitigation, is studied and practiced. Ethical conduct of financial practitioners and the impacts of ESG (Environmental, Social, Governance) issues on financial operations and decisions are also studied.
    Prerequisite: MGT 712
    Offered: Online, On-campus