United Kingdom: Investments and Portfolio Management in Leeds
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Spend three weeks learning how business differs within the European context while gaining deeper knowledge of investments and portfolio management. These topics are demonstrated in “real life,” with visits to corporations and lectures from local business men and women.
Program Facts
| Courses | BUS 422: Investments and Portfolio Management M 380: Doing Business Globally |
| NC State Cost | $4,700 |
| Dates | May 7 – 30, 2025 |
| Location | Leeds, England |
| Contact | Office of Global Programs, Poole (poole_global@ncsu.edu) |
| Applications | Applications for Summer 2025 are now open on PackAbroad! Early Action Deadline: December 1 (recommended) Regular Deadline: February 5 |
| Detailed Information | To learn about accommodations, eligibility, health & safety and logistics, please visit the PackAbroad program page. View a sample calendar below (subject to change). |
| Policy & FAQs | Learn more about our refund and withdrawal policy here. Get your general questions answered by visiting the FAQ page. |
View Sample Calendar
Academics
BUS 422 | Investments and Portfolio Management
Analysis of the investment process, dichotomized into security analysis and portfolio management. Background information on financial assets, securities markets, and risk-return concepts. Analysis of valuation theory and techniques, modern portfolio theory and portfolio performance.
M 380 | Doing Business in the UK
This experiential course combines in-class learning with out-of-classroom experiences to learn how business is done in the United Kingdom from multiple perspectives.
*The M 380 course fulfills 3 credits of the interdisciplinary degree requirements for all NC State students. In addition, it counts as an elective for the business administration minor.
Pre-Requisites
Students must have completed the following courses to be eligible to take BUS 422:
BUS 320 | Financial Management
ST 350 | Economics and Business Statistics
Pre-requisites must be successfully completed before the start of the program. Students are able to apply to the program before they are enrolled in or while they are enrolled in the pre-requisite course. Acceptance to the program is conditional on the student enrolling in the pre-requisite and then successfully completing the course before the start of the program.
If a student fails the pre-requisite course and is not able to repeat the course before the start of the program, he or she will be required to withdraw from the program and the refund/withdrawal policy will come into effect. Exceptions to the refund/withdrawal policy will not be made due to a student’s failure to pass the pre-requisite course.
Academic Considerations
- Students with a GPA of 2.5 or higher are eligible to apply for a Poole College of Management summer study abroad program.
- All courses are NC State courses and the grade earned in the course will count toward NC State GPA.
- Review your degree audit to determine how courses will count for your major. This program is designed for Poole majors, specifically those with a concentration in finance. As such, this program is primarily for rising juniors and seniors.