Evaluation of investment vehicles and portfolio management strategies using fundamental and technical analysis methods.
About this course
This course introduces the core principles of investment analysis and portfolio management. You will explore various investment vehicles, including equities, fixed income, and derivatives, while learning how to evaluate their performance in different market conditions. The curriculum balances theoretical knowledge with practical application, preparing you for roles in financial planning and asset management.
Who takes this course
FINA 2830 is an elective open to students in the Financial Planning program. It is also available to students in the Bachelor of Applied Business — Accounting program who are looking to broaden their financial expertise.
Credits: 3 · Hours: 45
Prerequisites
None
Learning outcomes
- Assess the risk and return profiles of stocks, bonds, and mutual funds.
- Apply fundamental analysis techniques to evaluate company financial statements.
- Use technical charting methods to identify market trends.
- Construct a diversified investment portfolio aligned with specific financial goals.
Evaluation
| Component | Weight (%) |
| Mid-term exam | 30 |
| Portfolio management project | 40 |
| Final exam | 30 |