FIN 448: Portfolio Analysis and Management

Finance · 4 credits

Examination of issues and techniques associated with the management of investment portfolios. Topics include the development of market expectations, risk management, portfolio diversification, the inclusion of real assets and human capital in the portfolio decision, risk assessment, asset allocation, and portfolio performance measurement.

Offered in 10 of the 26 listed terms (Winter 2021 to Spring 2027).

Catalog entry Browse Classes Textbooks (WWU Bookstore)

Prerequisites

(DSCI 305 or ECON 375 or Fin, Mrkt & Dec Sci OBSOLETE 305) and FIN 440 and FIN 444 and FIN 441

Prerequisite tree

Each course's own prerequisites, down to the first courses in the chain.

DSCI 305 Applied Business Statistics and Analytics
requires (DSCI 205 or Statistics AP Exam, score 3) and (MATH 124 or MATH 138 or MATH 157 or Calculus AB AP Exam (AP66), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 3)
- DSCI 205 Business Statistics
  requires MATH 156 or MATH 114 or MATH 118 or MATH 124 or MATH 138 or MATH 157 or Precalculus AP Exam (AP65), score 4 or Calculus AB AP Exam (AP66), score 2 or Calculus BC AP Exam (AP68), score 3 or MPT - Advanced - Scaled Score, score 148 or Pre-Calculus 1 (PC1), score 1.70 or Calc AB Subscore AP Exm (AP69), score 2 or Pre-Calculus (PC), score 1.70 or Pre-Calculus 2 (PC2), score 1.70 or ALEKS Math Placement Assessmnt, score 65
  - MATH 156 Algebra With Applications to Business and Economics
    requires MPT General - Scaled Score, score 152 or MPT - Advanced - Scaled Score, score 143 or ALEKS Math Placement Assessmnt, score 55 or Precalculus AP Exam (AP65), score 3 or College Algebra (CA), score 1.70 or Pre-Calculus 1 (PC1), score 1.70 or MATH 112
    - MATH 112 Functions and Algebraic Methods
      requires MPT - Advanced - Scaled Score, score 143 or MATH 099 (minimum grade YP) or College Algebra (CA), score 1.70 or Intermediate Algebra (IA), score 1.70 or MPT General - Scaled Score, score 148 or ALEKS Math Placement Assessmnt, score 35 or Precalculus AP Exam (AP65), score 2 or MATH 197C (minimum grade S) or MATH 109 (minimum grade S)
      - MATH 099 Introductory Algebra
        requires ALEKS Math Placement Assessmnt, score 1
      - MATH 197C Support Topics for Functions and Algebraic Methods
        requires ALEKS Math Placement Assessmnt, score 30
      - MATH 109 Support for Functions and Algebraic Methods
        requires ALEKS Math Placement Assessmnt, score 30
  - MATH 114 Precalculus I
    requires MPT General - Scaled Score, score 153 or MPT - Advanced - Scaled Score, score 143 or ALEKS Math Placement Assessmnt, score 55 or MATH 112 or Precalculus AP Exam (AP65), score 3 or College Algebra (CA), score 1.70 or Pre-Calculus 1 (PC1), score 1.70
    - MATH 112 Functions and Algebraic Methods (shown above)
  - MATH 118 Accelerated Precalculus
    requires MPT General - Scaled Score, score 158 or MPT - Advanced - Scaled Score, score 149 or Precalculus AP Exam (AP65), score 4 or Calculus AB AP Exam (AP66), score 2 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 2 or ALEKS Math Placement Assessmnt, score 70
  - MATH 124 Calculus and Analytic Geometry I
    requires MPT - Advanced - Scaled Score, score 153 or MATH 115 or MATH 118 or Precalculus AP Exam (AP65), score 5 or Calculus BC AP Exam (AP68), score 3 or Calculus AB AP Exam (AP66), score 2 or Calc AB Subscore AP Exm (AP69), score 2 or Pre-Calculus 2 (PC2), score 2.30 or ALEKS Math Placement Assessmnt, score 80
    - MATH 115 Precalculus II
      requires MATH 114 or Precalculus AP Exam (AP65), score 4 or ALEKS Math Placement Assessmnt, score 65
      - MATH 114 Precalculus I (shown above)
    - MATH 118 Accelerated Precalculus (shown above)
  - MATH 138 Accelerated Calculus
    requires Calculus AB AP Exam (AP66), score 4 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 4 or (Calculus BC AP Exam (AP68), score 2 and Calc AB Subscore AP Exm (AP69), score 3)
  - MATH 157 Calculus with Applications to Business and Economics
    requires MPT - Advanced - Scaled Score, score 148 or MATH 156 or MATH 114 or MATH 118 or Pre-Calculus 2 (PC2), score 2.30 or ALEKS Math Placement Assessmnt, score 65 or Pre-Calculus 1 (PC1), score 2.3 or Pre-Calculus (PC), score 2.3 or Precalculus AP Exam (AP65), score 4 or Calculus AB AP Exam (AP66), score 2 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 2
    - MATH 156 Algebra With Applications to Business and Economics (shown above)
    - MATH 114 Precalculus I (shown above)
    - MATH 118 Accelerated Precalculus (shown above)
- MATH 124 Calculus and Analytic Geometry I
  requires MPT - Advanced - Scaled Score, score 153 or MATH 115 or MATH 118 or Precalculus AP Exam (AP65), score 5 or Calculus BC AP Exam (AP68), score 3 or Calculus AB AP Exam (AP66), score 2 or Calc AB Subscore AP Exm (AP69), score 2 or Pre-Calculus 2 (PC2), score 2.30 or ALEKS Math Placement Assessmnt, score 80
  - MATH 115 Precalculus II
    requires MATH 114 or Precalculus AP Exam (AP65), score 4 or ALEKS Math Placement Assessmnt, score 65
    - MATH 114 Precalculus I (shown above)
  - MATH 118 Accelerated Precalculus (shown above)
- MATH 138 Accelerated Calculus
  requires Calculus AB AP Exam (AP66), score 4 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 4 or (Calculus BC AP Exam (AP68), score 2 and Calc AB Subscore AP Exm (AP69), score 3)
- MATH 157 Calculus with Applications to Business and Economics
  requires MPT - Advanced - Scaled Score, score 148 or MATH 156 or MATH 114 or MATH 118 or Pre-Calculus 2 (PC2), score 2.30 or ALEKS Math Placement Assessmnt, score 65 or Pre-Calculus 1 (PC1), score 2.3 or Pre-Calculus (PC), score 2.3 or Precalculus AP Exam (AP65), score 4 or Calculus AB AP Exam (AP66), score 2 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 2
  - MATH 156 Algebra With Applications to Business and Economics (shown above)
  - MATH 114 Precalculus I (shown above)
  - MATH 118 Accelerated Precalculus (shown above)
ECON 375 Introduction to Econometrics
requires (ECON 206 and ECON 207) or (HNRS 209 and ECON 207) or (HNRS 254 or HNRS 202) and (MATH 240 or MATH 341 or MATH 344 or DSCI 205) and (MATH 124 or MATH 157 or MATH 125 or MATH 135 or MATH 138 or MATH 224 or MATH 225 or Statistics AP Exam, score 3 or Calculus AB AP Exam (AP66), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 3)
- ECON 206 Introduction to Microeconomics
  requires MATH 112 or MATH 114 or MATH 115 or MATH 124 or MATH 118 or MATH 156 or MATH 157 or MATH 125 or MATH 134 or MATH 135 or MATH 138 or MPT - Advanced - Scaled Score, score 143 or MPT General - Scaled Score, score 153 or Precalculus AP Exam (AP65), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 2 or Calculus AB AP Exam (AP66), score 2 or Pre-Calculus 2 (PC2), score 1.70 or Pre-Calculus (PC), score 1.70 or Pre-Calculus 1 (PC1), score 1.70 or College Algebra (CA), score 1.70 or ALEKS Math Placement Assessmnt, score 55
  - MATH 112 Functions and Algebraic Methods
    requires MPT - Advanced - Scaled Score, score 143 or MATH 099 (minimum grade YP) or College Algebra (CA), score 1.70 or Intermediate Algebra (IA), score 1.70 or MPT General - Scaled Score, score 148 or ALEKS Math Placement Assessmnt, score 35 or Precalculus AP Exam (AP65), score 2 or MATH 197C (minimum grade S) or MATH 109 (minimum grade S)
    - MATH 099 Introductory Algebra
      requires ALEKS Math Placement Assessmnt, score 1
    - MATH 197C Support Topics for Functions and Algebraic Methods
      requires ALEKS Math Placement Assessmnt, score 30
    - MATH 109 Support for Functions and Algebraic Methods
      requires ALEKS Math Placement Assessmnt, score 30
  - MATH 114 Precalculus I (shown above)
  - MATH 115 Precalculus II (shown above)
  - MATH 124 Calculus and Analytic Geometry I (shown above)
  - MATH 118 Accelerated Precalculus (shown above)
  - MATH 156 Algebra With Applications to Business and Economics (shown above)
  - MATH 157 Calculus with Applications to Business and Economics (shown above)
  - MATH 125 Calculus and Analytic Geometry II
    requires MATH 124 or MATH 134 or Calculus AB AP Exam (AP66), score 4 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 4
    - MATH 124 Calculus and Analytic Geometry I (shown above)
    - MATH 134 Calculus I Honors
      requires MATH 115 (minimum grade A) or MATH 118 (minimum grade A) or Math Placement - Advanced 2, score 20 or Precalculus AP Exam (AP65), score 5
      - MATH 115 Precalculus II (shown above)
      - MATH 118 Accelerated Precalculus (shown above)
  - MATH 134 Calculus I Honors
    requires MATH 115 (minimum grade A) or MATH 118 (minimum grade A) or Math Placement - Advanced 2, score 20 or Precalculus AP Exam (AP65), score 5
    - MATH 115 Precalculus II (shown above)
    - MATH 118 Accelerated Precalculus (shown above)
  - MATH 135 Calculus II Honors
  - MATH 138 Accelerated Calculus (shown above)
- ECON 207 Introduction to Macroeconomics
  requires (ECON 206 or HNRS 209 or ECON 446 or ECON 101) and (MATH 112 or MATH 114 or MATH 115 or MATH 124 or MATH 118 or MATH 156 or MATH 157 or MATH 125 or MATH 134 or MATH 135 or MATH 138 or MPT - Advanced - Scaled Score, score 143 or MPT General - Scaled Score, score 153 or Precalculus AP Exam (AP65), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 2 or Calculus AB AP Exam (AP66), score 2 or Pre-Calculus 2 (PC2), score 1.70 or Pre-Calculus (PC), score 1.70 or Pre-Calculus 1 (PC1), score 1.70 or College Algebra (CA), score 1.70 or ALEKS Math Placement Assessmnt, score 55)
  - ECON 206 Introduction to Microeconomics (shown above)
  - HNRS 209 Colloquium in Microeconomics
    requires MATH 112 or MATH 114 or MATH 115 or MATH 118 or MATH 124 or MATH 125 or MATH 134 or MATH 135 or MATH 138 or MATH 156 or MATH 157 or MPT - Advanced - Scaled Score, score 143 or MPT General - Scaled Score, score 153 or Precalculus AP Exam (AP65), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 2 or Calculus AB AP Exam (AP66), score 2 or Pre-Calculus (PC), score 1.70 or Pre-Calculus 1 (PC1), score 1.70 or Pre-Calculus 2 (PC2), score 1.70 or College Algebra (CA), score 1.70 or ALEKS Math Placement Assessmnt, score 55
    - MATH 112 Functions and Algebraic Methods (shown above)
    - MATH 114 Precalculus I (shown above)
    - MATH 115 Precalculus II (shown above)
    - MATH 118 Accelerated Precalculus (shown above)
    - MATH 124 Calculus and Analytic Geometry I (shown above)
    - MATH 125 Calculus and Analytic Geometry II (shown above)
    - MATH 134 Calculus I Honors (shown above)
    - MATH 135 Calculus II Honors (shown above)
    - MATH 138 Accelerated Calculus (shown above)
    - MATH 156 Algebra With Applications to Business and Economics (shown above)
    - MATH 157 Calculus with Applications to Business and Economics (shown above)
  - ECON 446 Economics for the Teacher
  - ECON 101 Markets and Society
  - MATH 112 Functions and Algebraic Methods (shown above)
  - MATH 114 Precalculus I (shown above)
  - MATH 115 Precalculus II (shown above)
  - MATH 124 Calculus and Analytic Geometry I (shown above)
  - MATH 118 Accelerated Precalculus (shown above)
  - MATH 156 Algebra With Applications to Business and Economics (shown above)
  - MATH 157 Calculus with Applications to Business and Economics (shown above)
  - MATH 125 Calculus and Analytic Geometry II (shown above)
  - MATH 134 Calculus I Honors (shown above)
  - MATH 135 Calculus II Honors (shown above)
  - MATH 138 Accelerated Calculus (shown above)
- HNRS 209 Colloquium in Microeconomics
  requires MATH 112 or MATH 114 or MATH 115 or MATH 118 or MATH 124 or MATH 125 or MATH 134 or MATH 135 or MATH 138 or MATH 156 or MATH 157 or MPT - Advanced - Scaled Score, score 143 or MPT General - Scaled Score, score 153 or Precalculus AP Exam (AP65), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 2 or Calculus AB AP Exam (AP66), score 2 or Pre-Calculus (PC), score 1.70 or Pre-Calculus 1 (PC1), score 1.70 or Pre-Calculus 2 (PC2), score 1.70 or College Algebra (CA), score 1.70 or ALEKS Math Placement Assessmnt, score 55
  - MATH 112 Functions and Algebraic Methods (shown above)
  - MATH 114 Precalculus I (shown above)
  - MATH 115 Precalculus II (shown above)
  - MATH 118 Accelerated Precalculus (shown above)
  - MATH 124 Calculus and Analytic Geometry I (shown above)
  - MATH 125 Calculus and Analytic Geometry II (shown above)
  - MATH 134 Calculus I Honors (shown above)
  - MATH 135 Calculus II Honors (shown above)
  - MATH 138 Accelerated Calculus (shown above)
  - MATH 156 Algebra With Applications to Business and Economics (shown above)
  - MATH 157 Calculus with Applications to Business and Economics (shown above)
- ECON 207 Introduction to Macroeconomics (shown above)
- HNRS 202 Colloquium in Literary Studies
- MATH 240 Introduction to Statistics
  requires MATH 112 or MPT - Advanced - Scaled Score, score 143 or MPT General - Scaled Score, score 147 or Precalculus AP Exam (AP65), score 2 or Calculus BC AP Exam (AP68), score 2 or Calculus AB AP Exam (AP66), score 2 or Calc AB Subscore AP Exm (AP69), score 2 or Pre-Calculus 1 (PC1), score 1.70 or Pre-Calculus 2 (PC2), score 1.70 or ALEKS Math Placement Assessmnt, score 35 or College Algebra (CA), score 1.70
  - MATH 112 Functions and Algebraic Methods (shown above)
- MATH 341 Probability and Statistical Inference
  requires MATH 125 or MATH 135 or MATH 138
  - MATH 125 Calculus and Analytic Geometry II (shown above)
  - MATH 135 Calculus II Honors (shown above)
  - MATH 138 Accelerated Calculus (shown above)
- MATH 344 Honors Probability and Statistics
  requires MATH 138 and MATH 125 and MATH 135
  - MATH 138 Accelerated Calculus (shown above)
  - MATH 125 Calculus and Analytic Geometry II (shown above)
  - MATH 135 Calculus II Honors (shown above)
- DSCI 205 Business Statistics (shown above)
- MATH 124 Calculus and Analytic Geometry I (shown above)
- MATH 157 Calculus with Applications to Business and Economics (shown above)
- MATH 125 Calculus and Analytic Geometry II
  requires MATH 124 or MATH 134 or Calculus AB AP Exam (AP66), score 4 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 4
  - MATH 124 Calculus and Analytic Geometry I (shown above)
  - MATH 134 Calculus I Honors (shown above)
- MATH 135 Calculus II Honors
- MATH 138 Accelerated Calculus (shown above)
- MATH 224 Multivariable Calculus and Geometry I
  requires MATH 125 or MATH 135 or MATH 138 or Calculus AB AP Exam (AP66), score 5 or Calculus BC AP Exam (AP68), score 4 or Calc AB Subscore AP Exm (AP69), score 5
  - MATH 125 Calculus and Analytic Geometry II (shown above)
  - MATH 135 Calculus II Honors (shown above)
  - MATH 138 Accelerated Calculus (shown above)
- MATH 225 Multivariable Calculus and Geometry II
  requires MATH 224
  - MATH 224 Multivariable Calculus and Geometry I (shown above)
FIN 440 Investments
requires FIN 341
- FIN 341 Principles of Finance
  requires ACCT 245 and DSCI 205 and (MIS 220 or MIS 220 Equivalency Exam, score 080)
  - ACCT 245 Managerial Accounting
    requires ACCT 240
    - ACCT 240 Financial Accounting
  - DSCI 205 Business Statistics (shown above)
  - MIS 220 Introduction to Business Computer Systems
FIN 444 Financial Institutions and Markets
requires FIN 341 and (MATH 124 or MATH 125 or MATH 134 or MATH 135 or MATH 138 or MATH 157 or MATH 224 or MATH 225 or Calculus AB AP Exam (AP66), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 3 or Statistics AP Exam, score 3)
- FIN 341 Principles of Finance (shown above)
- MATH 124 Calculus and Analytic Geometry I (shown above)
- MATH 125 Calculus and Analytic Geometry II (shown above)
- MATH 134 Calculus I Honors
  requires MATH 115 (minimum grade A) or MATH 118 (minimum grade A) or Math Placement - Advanced 2, score 20 or Precalculus AP Exam (AP65), score 5
  - MATH 115 Precalculus II (shown above)
  - MATH 118 Accelerated Precalculus (shown above)
- MATH 135 Calculus II Honors (shown above)
- MATH 138 Accelerated Calculus (shown above)
- MATH 157 Calculus with Applications to Business and Economics (shown above)
- MATH 224 Multivariable Calculus and Geometry I (shown above)
- MATH 225 Multivariable Calculus and Geometry II (shown above)
FIN 441 Intermediate Financial Management
requires FIN 341 and (MATH 124 or MATH 125 or MATH 134 or MATH 135 or MATH 138 or MATH 157 or MATH 224 or MATH 225 or Calculus AB AP Exam (AP66), score 3 or Calculus BC AP Exam (AP68), score 3 or Calc AB Subscore AP Exm (AP69), score 3 or Statistics AP Exam, score 3)
- FIN 341 Principles of Finance (shown above)
- MATH 124 Calculus and Analytic Geometry I (shown above)
- MATH 125 Calculus and Analytic Geometry II (shown above)
- MATH 134 Calculus I Honors (shown above)
- MATH 135 Calculus II Honors (shown above)
- MATH 138 Accelerated Calculus (shown above)
- MATH 157 Calculus with Applications to Business and Economics (shown above)
- MATH 224 Multivariable Calculus and Geometry I (shown above)
- MATH 225 Multivariable Calculus and Geometry II (shown above)

From Banner's catalog for Spring 2027. Banner lists only the requisites it enforces, so check the catalog entry too.

Required by (0)

No course lists it as a prerequisite.

Syllabi and course websites

None listed yet.

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Instructors

Instructor	Sections	Terms
Benson, Earl	10	Winter 2021 to Spring 2027

Every offering in the listed terms (10 sections)

Term	Sec	CRN	Type	Meets	Instructor	Enrolled	Delivery
Spring 2027	0	23413	Lecture	MWR 4:00pm-5:20pm · AH 012	Benson, Earl	0/20	Face to Face Instruction
Fall 2026	0	43707	Lecture	MWR 4:00pm-5:20pm · PH 109	Benson, Earl	4/20	Face to Face Instruction
Winter 2026	0	13761	Lecture	MWR 4:00pm-5:20pm · PH 244	Benson, Earl	9/20	Face to Face Instruction
Spring 2024	S24	20629	Lecture	MWR 4:00pm-5:20pm · PH 244	Benson, Earl	9/20	Face to Face Instruction
Spring 2023	S11	20656	Lecture	MWR 4:00pm-5:20pm · PH 109	Benson, Earl	10/20	Face to Face Instruction
Winter 2023	W32	11184	Lecture	MTR 4:00pm-5:20pm · PH 109	Benson, Earl	2/20	Face to Face Instruction
Spring 2022	S11	20704	Lecture	MWR 4:00pm-5:20pm · ES 313	Benson, Earl	5/20	Face to Face Instruction
Winter 2022	W32	11298	Lecture	MTR 4:00pm-5:20pm · CF 226	Benson, Earl	8/20	Face to Face Instruction
Spring 2021	S11	20754	Lecture	TBA · REMOTE ASNC	Benson, Earl	14/20	Face to Face Instruction
Winter 2021	W32	11381	Lecture	TBA · REMOTE ASNC	Benson, Earl	16/22	Face to Face Instruction