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Updated in [August 13th, 2023]

Skills and Knowledge Acquired:
This course will provide learners with the skills and knowledge to interpret and use the CAPM and the 3-Factor Model to evaluate the performance of investments, compare returns in the form of dividends and capital gains and their tax consequences, describe evidence regarding the performance of individuals’ stock investments, understand key behavioral biases of investors and their effects on financial decisions, describe evidence regarding the performance of actively-managed mutual funds, and evaluate strategies designed to “earn alpha.” Additionally, learners will gain an understanding of the trading off of return and risk when forming a portfolio, asset pricing models, and the efficient market hypothesis.


Contribution to Professional Growth:
This course contributes to professional growth by providing learners with a comprehensive review of the fundamentals of investments and the ability to assess the historical performance of several groups of investors. Learners will gain an understanding of the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, the taxation of dividends and capital gains, the performance of individual investors in their stock portfolios, the performance of actively-managed mutual funds, and strategies designed to “earn alpha.” Additionally, the course features innovative features such as creative out-of-the-studio introductions, "Module in 60" countdowns, "Faculty Focus" interviews with leading professors in finance, and summary animations.


Suitability for Further Education:
This course is suitable for preparing further education as it provides a comprehensive review of the fundamentals of investments and assesses the historical performance of several groups of investors. Learners will gain an understanding of asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, the two components of stock returns, the investment decisions of participants in defined-contribution (DC) pension plans, the performance of individual investors in their stock portfolios, the fees charged to investors by mutual funds, and strategies designed to “earn alpha”. Upon successful completion of this course, learners will be able to interpret and use the CAPM and the 3-Factor Model to evaluate the performance of investments, compare returns in the form of dividends and capital gains and their tax consequences, and evaluate strategies designed to “earn alpha”.