UMass Boston

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Asset Management Practicum

Course Overview

Date / Time Location Credits Minimium Tuition*
9/3/24 - 12/13/24
Mo 5:30p.m. – 8:15p.m.		 Wheatley W02-0198 3 $1984 (guest students)
Date
9/3/24 - 12/13/24
Time
Mo 5:30p.m. – 8:15p.m.
Location
Wheatley W02-0198
Credits
3
Min. Tuition*
$1984 (guest students)

Description

Students gain hand-on experience analyzing various sectors of the S&P 500 index, prepare financial statements, working in teams, and delivering presentations related to financial markets. Students will be required to perform statistical analysis of data, read financial statements, have basic knowledge of financial markets and investment decision-making, and know fundamentals of macroeconomics. Students should be available to participate in weekly meetings to present updates and recommendations, take part in the preparation of the reconciliation statement at the end of the month and contribute to presentations throughout the semester.

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Course Details

Session

Regular Academic Session

Class Dates

9/3/2024 - 12/13/2024

Location

Wheatley W02-0198

Enrolled / Capacity

10 / 35

Status

Open

Instructor

Kristen Callahan

Prerequisites

AF 301 and 60 credits and CM student

Tuition*

$1984 (guest students)

* The tuition estimate is based on minimum, single-course cost to a new student who is a Massachusetts resident and not enrolled in a multi-course program. State residency, online/in person modality, and matriculation to a degree program may affect cost.

Tuition Details