The course examines the fundamentals of portfolio and risk management.
Learning Objectives are as follows:
1- Understanding of return and risk measurement
2- Understanding of portfolio planning and construction.
3- Develop an appreciation and understanding of the needs of individual and institutional investors along with the range of available investment solutions.
4- Understanding the role capital asset pricing model and its use to identify optimal risk in portfolios.
Sassan Zabeti, CPA, MBA, MS has over twenty five years of diverse experience in tax, Accounting, business management, and consulting. He is a Certified Public Accountant. He also has earned two Master Degrees from University of Texas at Dallas: a Master of Business Administration (MBA) and a Master of Science in Accounting and Information Management (MS). And as a part of his continues commitment to learning, he is currently pursuing his Juris Doctor Degree. Over the course of past twenty five years he has held positions as a college professor, teaching accounting; as coordinator of CPA program, assuring compliance with Texas Board of Public Accountancy; as the chief financial officer of a multimillion dollar enterprise, planning growth and overseeing all financial affairs; as vice president of the largest fitness company in California, overseeing the operations, finance, and sales production of 12 large health clubs; as sales manager of one of the most prestigious automobile dealerships in the US, training the staff, meeting quotas, managing multimillion dollars inventory. As a result of his education and experience, he is able to give sound accounting, entrepreneurial, and business advice as well as build and manage a team of professionals and financial specialists.