This course provides students with a rigorous foundation in capital markets and investments, emphasizing asset valuation from an applied perspective. It covers valuation techniques for financial securities, essential to portfolio management and risk management applications. Key topics include arbitrage, the term structure of interest rates, portfolio theory, diversification, equilibrium asset pricing models such as the CAPM, market efficiency and inefficiencies, performance evaluation, analysis of common pooled investment vehicles, behavioral finance, and tax-aware investment strategies. Through interactive activities, case studies, and simulations utilizing real-world market data, students will acquire analytical skills and foundational knowledge required for advanced finance courses and practical roles within the investment industry.
Note for MBA students: B5300 is a full term course offered only to EMBA students and is not available to MBA students. MBA students must complete B6301, Foundations of Valuation, to satisfy this prerequisite. If you sat the Corporate Finance exemption exam, please note this exam corresponds to B6302, the half term version, which does not fulfill the B5300 or B6301 requirement for this course.
Division: Finance
Prerequisite
Complete ANY of the following Courses
Fall 2026
B8306 - 001
Part of Term
MBA - Full Term
Section Syllabus
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Section Notes
Please note that this course has a make-up date on Friday, September 11 to account for the Labor Day holiday. This applies to courses that normally meet on Monday or Monday/Wednesday during the A-Term or Full-Term.
Format
Full Term
B8306 - 002
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 09/08/2026 - 12/11/2026 2:20PM - 3:50PM Geffen 590
B8306 - 003
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
Attendance at the first class is mandatory for all CBS students who are enrolled, on the waitlist, or hoping to add the course during Add/Drop.
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 09/08/2026 - 12/11/2026 6:00PM - 7:30PM Kravis 490
B8306 - 050
Part of Term
MS - Full Term
Section Syllabus
Download Syllabus
Section Notes
Please note that this course has a make-up date on Friday, September 11 to account for the Labor Day holiday. This applies to courses that normally meet on Monday or Monday/Wednesday during the A-Term or Full-Term.
Format
Full Term
Summer 2026
B8306 - 001
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
Make-up date on Friday, May 29 and Friday, June 26.
Format
A Term
B8306 - 002
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
Make-up date on Friday, May 29 and Friday, June 26.
Format
A Term
Spring 2026
B8306 - 001
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Monday, Wednesday 01/26/2026 - 05/01/2026 9:00AM - 10:30AM Geffen 420
B8306 - 002
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Monday, Wednesday 01/26/2026 - 05/01/2026 10:50AM - 12:20PM Geffen 420
B8306 - 003
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Monday, Wednesday 01/26/2026 - 05/01/2026 2:20PM - 3:50PM Kravis 490
B8306 - 004
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/26/2026 - 05/01/2026 9:00AM - 10:30AM Geffen 420
B8306 - 005
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/26/2026 - 05/01/2026 10:50AM - 12:20PM Geffen 420
B8306 - 006
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/26/2026 - 05/01/2026 2:20PM - 3:50PM Geffen 420
B8306 - 007
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/26/2026 - 05/01/2026 4:10PM - 5:40PM Geffen 520
B8306 - 008
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/26/2026 - 05/01/2026 6:00PM - 7:30PM Geffen 520
B8306 - 070
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday 01/26/2026 - 05/01/2026 6:00PM - 9:00PM Geffen 620
Fall 2025
B8306 - 001
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
Due to the Labor Day holiday, a make-up class will be held on Friday, September 5.
Format
Full Term
B8306 - 002
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
Due to the Labor Day holiday, a make-up class will be held on Friday, September 5.
Format
Full Term
B8306 - 003
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
No class week of September 22nd. Make-up with extended class on Tuesday, September 16 and September 30.
Format
Full Term
B8306 - 050
Part of Term
MS - Full Term
Section Syllabus
Download Syllabus
Section Notes
Due to the Labor Day holiday, a make-up class will be held on Friday, September 5.
Format
Full Term
Summer 2025
B8306 - 001
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
Make-up date on Friday, June 20 and Friday, June 27
Format
A Term
B8306 - 002
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
Make-up date on Friday, June 20 and Friday, June 27
Format
A Term
Spring 2025
B8306 - 001
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Monday, Wednesday 01/27/2025 - 05/02/2025 9:00AM - 10:30AM Geffen 420
B8306 - 002
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Monday, Wednesday 01/27/2025 - 05/02/2025 10:50AM - 12:20PM Geffen 420
B8306 - 003
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Monday, Wednesday 01/27/2025 - 05/02/2025 2:20PM - 3:50PM Geffen 390
B8306 - 004
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Monday, Wednesday 01/27/2025 - 05/02/2025 4:10PM - 5:40PM Kravis 820
B8306 - 005
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/27/2025 - 05/02/2025 9:00AM - 10:30AM Kravis 690
B8306 - 006
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/27/2025 - 05/02/2025 10:50AM - 12:20PM Kravis 690
B8306 - 007
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/27/2025 - 05/02/2025 2:20PM - 3:50PM Kravis 690
B8306 - 008
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 01/27/2025 - 05/02/2025 4:10PM - 5:40PM Kravis 690
Fall 2024
B8306 - 001
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 09/03/2024 - 12/06/2024 9:00AM - 10:30AM Kravis 680
B8306 - 002
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday, Thursday 09/03/2024 - 12/06/2024 10:50AM - 12:20PM Kravis 680
B8306 - 003
Format
Full Term
B8306 - 060
Format
Full Term
Day(s)
Date(s)
Start/End Time
Room
-
Tuesday 09/03/2024 - 12/13/2024 9:00AM - 12:15PM Kravis 840
Summer 2024
B8306 - 001
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
This course section has make-up dates on May 31 and June 21.
Format
A Term
B8306 - 002
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
This course section has make-up dates on May 31 and June 21.
Format
A Term
Spring 2024
B8306 - 001
Format
Full Term
B8306 - 002
Format
Full Term
B8306 - 003
Format
Full Term
B8306 - 004
Format
Full Term
B8306 - 005
Format
Full Term
B8306 - 006
Format
Full Term
B8306 - 007
Format
Full Term
Fall 2023
B8306 - 001
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
Please note that this course has a make-up date on Friday, September 8 only.
Format
Full Term
B8306 - 002
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
Please note that this course has a make-up date on Friday, September 8 only.
Format
Full Term
B8306 - 003
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
Please note that this course has a make-up date on Friday, September 8 only.
Format
Full Term
Summer 2023
B8306 - 001
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
Make-up dates on Friday, June 2, and Friday, June 23
Format
A Term
B8306 - 002
Part of Term
MBA - A Term
Section Syllabus
Download Syllabus
Section Notes
Make-up dates on Friday, June 2, and Friday, June 23
Format
A Term