Benefits of Attending
- This basic course provides a solid grounding in the principles of portfolio theory and investment performance.
- Gain practical tools and experiences needed to allow you to make better investment management decisions.
Wharton’s Philadelphia Campus
Classes in Philadelphia are held at the Steinberg Executive Conference Center of the Wharton School on the University of Pennsylvania campus. Lecture rooms offer a state-of-the-art, comfortable environment conducive to adult learning.
Topic Overview
- Monetary policy and financial markets
- Overview of financial assets
- Fundamentals of valuation
- Fundamentals of portfolio theory
- Performance evaluation
- The current markets