Curriculum

18 Topics
Meet the Professor
Welcome and introduction to the Capstone
Welcome and introduction to Module 1
Using Portfolio Visualizer – Historical Efficient Frontier
Using Portfolio Visualizer – Mean Variance Optimization
Overview of the Simulated Investment Management System (SIMS)
SIMS Usage – Module #1
Exchange Traded Funds (ETFs)
Capstone Syllabus
Pre-Course Survey
Portfolio Visualizer Website
Sim Portfolio Objectives Activities System and Grading – Overview & Module #1
Simulated Portfolio Management System (SIMS)
Copying and Pasting Graphics into Excel
CFAI Investment Policy
Module #1 Self-Assessment of Understanding
Required Forum - Risk and Returns
Optional Forum – Module #1 Sim Portfolio

11 Topics
Welcome and Introduction to Module #2
Macroeconomic Analysis
Forecasting Asset Class Returns
Using Portfolio Visualizer – Forecasted Efficient Frontier
SIMS Usage
Portfolio Visualizer Website
Sim Portfolio Objectives Activities and Grading
Resources for US Market and Economic Data / Analysis
Module #2 Self-Assessment of Understanding
Required Forum - Market Expectations
Optional Forum - Module #2 Sim Portfolio

7 Topics
Welcome and Introduction to Module #3
SIMS Usage
Sim Portfolio Objectives Activities and Grading
Listing of Biases/Brief Definitions
Behavioral finance case studies
Required Forum - Behavioral Biases
Optional Forum - Module #3 Sim Portfolio

6 Topics
Welcome and Introduction to Module #4
Using Portfolio Visualizer – Factor Models
Portfolio Visualizer Website
Investment Style Case Studies Quiz Instructions
Investment Styles Case Studies
Required Forum - Styles

7 Topics
Welcome and Introduction to Module #5
SIMS Usage
Performance Analysis Case Studies - Mutual Funds Info for Quiz
Sim Portfolio Objectives Activities and Grading
Module 5 Self-Assessment of Understanding
Performance Analysis Case Studies
Optional Forum - Module #5 Sim Portfolio

5 Topics
Welcome and Introduction to Module #6
Grading Rubric for the Sim Portfolio
Example Sim Portfolio Final Report
Post-Course Survey
Sim Portfolio

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