FMGT 2820 - Investment and Risk Management
Part-time Studies Course
Provides an overview of Canada's capital markets. Includes a review of securities, international funds, insurance aspects and other financial institutions. Emphasizes portfolio input from a financial planning perspective. Students are expected to have a working knowledge of accounting. This course cannot be used towards meeting the requirements of the Certified Financial Planner® program.
FMGT 1152 and FMGT 1810 Credits
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Upon successful completion of this course, the student will be able to:
Explain why risk and return are the two critical components of all investing decisions.
Describe the major types of financial assets and how they are organized.
Examine the major types of investment funds.
Describe how the equity markets are organized and how they operate.
Explain the role of brokerage firms and stockbrokers, and how orders to buy and sell securities are executed.
Explain the relationship between return and risk, and how returns and risk are measured.
Explain how expected return and risk for securities and portfolios are determined.
Apply the Markowitz efficient portfolio selection model to building a portfolio.
Explain capital market theory and the Capital Asset Pricing Model.
Explain the concept of efficient markets and the Efficient Market Hypothesis.
Explain the bond valuation process and calculate bond yields.
Describe how both conservative and aggressive investors build and maintain a fixed-income portfolio.
Use the dividend discount model and P/E ratios to estimate stock prices.
Describe the bottom-up and top-down approaches in fundamental analysis for stock selection.
Describe the relationship between the stock market and the economy.
State the importance of business cycle and industry analysis in helping to identify favorable conditions for investing.
Use financial statements and ratio analysis to determine if a company?s common stock is under or over valued.
Describe the major techniques used in technical analysis.
Describe how put and call options work and give some basic strategies.
Outline how the futures market works and how financial futures are used
Describe the steps involved in portfolio management.
Outline a framework for evaluating portfolio performance.
Effective as of Winter 2010
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