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Fundamentals of Investing

fundamentals-of-investing-mgmtx433-01
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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Typically Available
Fall
Winter
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
In Person
Online
Cost
Starting at $905.00

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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.

Fall 2026 Schedule

Date
Details
Format
 
-
Monday 6:30PM - 9:30PM PT
Instructor:
Constantinos Pagonis
REG#
410109
Fee:
$905.00
In Personformat icon
UCLA
Updating...
Notes

Visitors not permitted. Internet access required. Materials required.

Textbook can be purchased directly from the publisher (Pearson). Fundamentals of Investing (14th edition)

 

Deadline
Refunds only available from July 27, 2026 to October 04, 2026
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Mon Sep 21, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Sep 28, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Oct 5, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Oct 12, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Oct 19, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Oct 26, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Nov 2, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Nov 9, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Nov 16, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Nov 23, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
Lecture
Mon Nov 30, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 146
-
This section has no set meeting times.
Instructor:
Sue J. Liu CFA
REG#
410112
Fee:
$905.00
Onlineformat icon
Updating...
Notes

Internet access required. Materials required. 

Textbook can be purchased directly from the publisher (Pearson). Fundamentals of Investing (14th edition)

Deadline
Refunds only available from July 27, 2026 to October 04, 2026
Course Requirements
Course syllabus not yet available.

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