1000001481
Basic Investment Portfolio Analysis
What you'll learn
This microcredential provides students with a foundational understanding of key investment concepts, including diversification, P/E ratio analysis, the trade-off between perceived risk and expected return, beta analysis, the time value of money, and portfolio construction. You will explore specific investment vehicles such as publicly traded stocks, bonds, real estate, and the basics of options and futures. Putting new skills to work, a capstone project wil have you prepare a personal retirement plan, building and defending a retirement portfolio. Successful completion of this microcredential prepares you for continued study and also readies you to apply for positions such as financial analyst, portfolio assistant, investment advisor, or retirement planning consultant.
Microcredential course requirements
Skills covered
This microcredential is stackable
Credits earned in the completion of this microcredential can be applied toward completion of a related certificate or degree program. It is a building block that gives you a jump start to education and career success.
Faculty
Professor, Business Administration
Related microcredentials
Part of a series
Additional resources
*Estimated tuition
Each campus will confirm final costs. The estimated tuition shown above is based on NYS residency for this institution. Tuition can vary based on full- or part-time attendance, residency and whether the courses are undergraduate or graduate. Additional costs include fees and books. Some available grant funding for eligible students may be highlighted on this page. For information on other possible financial support to help you pay for your microcredential, please visit our For You page.
*Estimated cost
Each campus will confirm final cost. Some available grant funding for eligible students may be highlighted on this page. For information on other possible financial support to help you pay for your microcredential, please visit our For You page.
The power of microcredentials from your hometown SUNY campus
SUNY's microcredentials are setting the standard nationally and internationally for high-quality, stackable credentials designed for today's learner. All of SUNY's microcredentials are designed to be:
High Quality
Academic quality is paramount in the development and approval of SUNY microcredentials.
Stackable
Each microcredential has immediate value and, where possible, stacks together with other microcredentials.
In-demand
Microcredentials are designed to meet current and emerging market needs and align with relevant industry standards.
Portable
Completion of our microcredentials is recorded on your transcript and/or highlighted in a digital badge so your accomplishments travel with you.
SUNY Microcredentials
Inaugural recipient of the Business Council of NYS Workforce Innovation Award
