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Fundamentals of Investing

MGMT X 433.01

Learn the basics of investing, including investment analysis, investment risk, capital markets, portfolio development, management and rebalancing.

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READ MORE ABOUT THIS COURSE
Fall
Winter
Summer
Online
In Person
Starting at $855.00
As few as 11 weeks
4.0
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What you can learn.

  • Understand the basic concepts and principles of investing, examine investment policies, learn about various types of securities and factors that influence price changes
  • Prepare an investment program, discover different sources of and the relevant mechanics and techniques of the market

About this course:

Designed to present the foundational concepts and principles of investing, this course examines investment policies, types of securities, factors that influence price changes, timing purchases/sales, preparing investment programs to meet objectives, investment risk and return and portfolio balancing. Instruction includes an introduction to investments, including investment analysis, portfolio management and capital markets; an overview of the securities market and its behavior; information about various instruments and trade procedures; and relevant market mechanics and techniques.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
Saturday 10:00AM - 12:00PM PT
Available
See Details
Instructor: Sue J. Liu
402902
Fee:
$855.00
In Personformat icon
Location: UCLA
Updating...
See Details
Notes

 

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after January 24, 2025
Course Requirements
Course Syllabus
Schedule
Type
Date
Time
Location
Lecture
Sat Jan 11, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Jan 18, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Jan 25, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Feb 1, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Feb 8, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Feb 15, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Feb 22, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Mar 1, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Mar 8, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Mar 15, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
Lecture
Sat Mar 22, 2025
10:00AM PT - 12:00PM PT
UCLA
Dodd Hall 170
-
This section has no set meeting times.
Available
See Details
Instructor: Salman Sadiq
400819
Fee:
$855.00
Onlineformat icon
Updating...
See Details
Notes

Internet access required. Materials required. 

Refund Deadline
No refunds after January 10, 2025
Course Requirements
Course syllabus not yet available.
Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk
ISBN 9780135662274

Spring 2025 Schedule

Date & Time
Details
Format
 
-
Saturday 6:30PM - 9:30PM PT
Future Offering (Opens February 03, 2025 12:00:00 AM)
See Details
Instructor: Sue J. Liu
402563
Fee:
$855.00
In Personformat icon
Location: UCLA
Updating...
See Details
Notes

 

Visitors not permitted. Internet access required. Materials required.

 

Refund Deadline
No refunds after March 29, 2025
Course Requirements
Course Syllabus
Fundamentals of Investing (14th edition) by Smart, Gitman, & Joehnk
ISBN 9780135662274
Schedule
Type
Date
Time
Location
Lecture
Sat Apr 5, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat Apr 12, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat Apr 19, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat Apr 26, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat May 3, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat May 10, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat May 17, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat May 24, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat May 31, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat Jun 7, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Sat Jun 14, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
phone-icon 310-206-7247
phone-icon fmpcertificate@uclaextension.edu

This course applies towards the following certificates & specializations…

Finance
finance-ce0443
Business Fundamentals
business-fundamentals-ce0278
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