KSAWorks
KSAWorks
Knowledge • Skills • Abilities
Program checklist · Basic Investment Portfolio Analysis

Basic Investment Portfolio Analysis

SUNY College at Potsdam · Potsdam, NY

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Basic Investment Portfolio Analysis
Total credits (published)
9
Catalog edition
2026-2027 SUNY Potsdam Academic Catalog
Checklist type
degree-program
Description
students will be able to: Explain important investment concepts such as diversification, P/E ratio analysis, the trade-off between perceived risk and expected return, beta analysis, the time value of money, and portfolio construction. Explain the primary attributes of specific investment vehicles, including publicly traded stocks, bonds, gold, real estate, and other “real” assets. Prepare a personal retirement plan that includes a stock-based retirement portfolio.
Identifiers
IPEDS UNITID
196200
CourseShelf checklist
CK_196200_7d1f0bd3
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 61

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Program Requirements

0 items

    Required Courses: 9 Credits

    3 items
    1. ACCT 201
      Financial Accounting
      As published: “Financial Accounting 3 Credit(s)”
      3
    2. FINA 301
      Finance 3 Credit(s)
      Not resolved to a course
    3. FINA 410
      Investments and Portfolio Analysis 3 Credit(s)
      Not resolved to a course

    Note(s)

    2 items
    1. FINA 410
      includes a semester long Retirement Planning/Portfolio Construction project in which students must earn a minimum grade of 75%
      Not resolved to a course
    2. Students must earn a minimum grade of 2.0/S in courses counted towards the microcredential.
      Not resolved to a course
    Source. SUNY College at Potsdam, catalog 2026-2027 SUNY Potsdam Academic Catalog — https://catalog.potsdam.edu/preview_program.php?catoid=11&poid=2664&returnto=893. Captured page pages/0130.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.