(FALL 2009)

Advanced Stock Investment (Section 1) MGMT X433.10  (2)

An elective course in the Certificate Programs in Personal Financial Planning and Investor Relations.
The stock market can be an alternative for investors who are willing to assume a greater risk. This advanced course allows you to take your knowledge of this volatile market to a higher level. Learn how to guide your clients in making more informed choices by using practical analysis to buy publicly traded businesses. You will learn methods for industry research, financial statement analysis and specific company valuation. Several case studies give you practical, hands-on experience in selecting and applying the analytical techniques appropriate for a variety of companies and industries. This course is vital for financial planning professionals who will be working with sophisticated clients and complex investment portfolios. Suggested prerequisite: Mgmt X433.1 Investments in PFP. See enrollment confirmation for login information.

John Kleponis, CFA, M.B.A. is an Investment Manager and Financial Advisor for individual and institutional clients. As an Equity Analyst covering all market sectors and capitalizations, he analyzes financial statements and assesses corporate strategies to identify mis-priced securities. He has been an investment professional since 1992 and has invested in and followed the securities markets since 1983. He has also served as an expert witness in litigations involving asset allocation, portfolio construction, investment suitability, and the impact of trading on small cap stocks. He had a prior career as a manufacturing engineer in the medical device and aerospace industries.