Starting this fall a new online course focusing on the investment industry will be offered at Marquette University. Dr. David Krause has created a non-quantitative course with the objective of providing a clear understanding of investment industry fundamentals. He said, "The curriculum is aimed at non-finance students who have an interest in investments, including those who wish to enter the financial services industry, as well as those who are already working within it."
The underlying curriculum, known as the Claritas Program (http://www.cfainstitute.org/programs/claritas), was developed the CFA Institute® with the goal of helping to shape a more trustworthy financial industry by setting new standards for investment education and ethics.
You can watch the introduction to the course on YouTube at: https://www.youtube.com/watch?v=vm9FhGJ_J50 or by clicking on the video below.
Offered online, this is a non-quantitative course provides
an overview of the essentials of the investment industry. Topics include the
types and characteristics of financial securities, investment industry structure
and controls, and ethics and regulation. The material covered includes an introduction to the
essential business areas of accounting, macroeconomics, microeconomics,
international trade, and statistics. It has been designed to prepare students to sit for
the Claritas® Investment Certificate exam. Not offered as a business course for
credit for business majors. Grading: Satisfactory/Unsatisfactory.
Prerequisites: Sophomore standing.
Contact Dr. Krause for more information:
David S. Krause, PhD
Director, Applied Investment Management Program
Marquette University
College of Business Administration, Department of Finance
436 Straz Hall, PO Box 1881
Milwaukee, WI 53201-1881
Telephone: (414) 288-1457 Fax: (414) 288-5756
E-mail: david.krause@marquette.edu
