Program
Year
Year 5
Semester
Second Semester
Credit
3
Program Description
Construction and management of diversified investment portfolios aligned with client risk tolerance and goals.
Course details
This course covers the construction and management of diversified investment portfolios aligned with client risk tolerance and goals. You will learn how to select appropriate asset classes, build diversified portfolios, and monitor performance over time. The course emphasizes practical application through case studies and portfolio management exercises.
Who takes this course
- Financial Planning
Prerequisites
You must have completed FINA 5100 Financial Planning Fundamentals and FINA 5970 Financial Planning Practicum before enrolling in this course.
Credits: 3 · Hours: 45
Prerequisites
Learning outcomes
- Construct diversified investment portfolios based on client risk profiles and financial goals
- Evaluate various asset classes and investment vehicles available in the Canadian market
- Apply modern portfolio theory to optimize risk-adjusted returns
- Monitor and rebalance portfolios to maintain alignment with client objectives
- Communicate investment strategies and performance reports to clients effectively
Evaluation
| Component | Weight (%) |
| Portfolio construction assignments | 30 |
| Midterm exam | 25 |
| Final portfolio management project | 25 |
| Participation and quizzes | 20 |