Overview of Canadian Investment Environment, Study notes of Investment Management and Portfolio Theory

Download Overview of Canadian Investment Environment and more Study notes Investment Management and Portfolio Theory in PDF only on Docsity! Finance (FINA) 1 FINANCE (FINA) FINA 2360  Business Finance I     3 credit hours   Prerequisite: ECON 1201 and 1202; ACCT 2241; and MGSC 1205 A basic course in business finance introducing the student to the discipline and presenting financial analysis, working capital management, capital budgeting, the tax environment and the role of financial intermediaries. FINA 3361  Business Finance II     3 credit hours   Prerequisite: FINA 2360 and either MGSC 2207 or MATH 1216 A continuation from FINA 2360 covering cost of capital, capital mix, capital and money markets, dividend policy, financial instruments and mergers, consolidations and bankruptcy. Microcomputers will be used to perform analyses. Note: Students may substitute one of BIOL 3308, EGNE 2309, GEOG 3326, MATH 1216, PSYC 2350, or CRIM 3102 in lieu of MGSC 2207. FINA 3362  Principles of Real Estate and Appraisal     3 credit hours   Prerequisite: FINA 3361 (or concurrently) An introduction to the study of real estate investment analysis and valuation. The course relates financial and economic principles to the examination of investment and financing decisions in real estate and mortgage markets. Topics include a discussion of the unique characteristics of real estate assets and markets, the investment process, appraisal, financing and market analysis. FINA 3364  Canadian Securities     3 credit hours   Prerequisite: FINA 2360 or permission of instructor The topics covered in this course include an overview of capital markets and the financial services industry; financial statement analysis; an overview of the Canadian economy; fixed income securities; equity securities; investment funds; derivatives; security analysis; financing, listing and regulation; financial planning and taxation issues; and portfolio management. These topics are based on the curriculum of the Canadian Securities CourseTM (CSC). Substantial additional fees are required for this course. FINA 3826  Special Topics in Finance     3 credit hours   Prerequisite: permission of instructor FINA 3876  Directed Study in Finance     3 credit hours   FINA 4463  Financial Management     3 credit hours   Prerequisite: COMM 2293 and a minimum grade of C in both FINA 2360 and FINA 3361 This course expands on the three basic corporate finance decisions: capital investment, capital structure and dividend policy. It also examines current practices in short and long-term financing as well as financial planning. Finally, the course examines issues in topics such as lease financing, mergers and acquisitions and hedging risk. Case studies may be utilized to apply different concepts and techniques learned in the class to real world problems. FINA 4466  Investments     3 credit hours   Prerequisite: COMM 2293 and a minimum grade of C in both FINA 2360 and FINA 3361 This course presents an overview of the Canadian investment environment. A framework is developed for assessing the merits of various securities that trade in the money and capital markets. Topics covered in this course include sources of financial information, Canadian market indicators, risk and return and market efficiency, the analysis of fixed income and equity securities, derivatives and margin trading on securities. A brief introduction to portfolio management is given. FINA 4467  Portfolio Management     3 credit hours   Prerequisite: FINA 4466 and COMM 2293 A comprehensive analysis of the decision-making process of portfolio management. Major subject areas include the different types of funds, their objectives and performance evaluation; an analysis of the aggregate stock market, industry, and company; bond portfolio analysis and interest rate risk management. FINA 4468  Financial Derivatives     3 credit hours   Prerequisite: FINA 4466 and COMM 2293 This course provides a comprehensive analysis of the types of financial innovations taking place in the marketplace, focusing on derivative securities such as the futures, options, and swap markets. Topics covered include stock and index option strategies, currency options, and interest rate options; commodity futures; currency, interest rate, and commodity swaps. Applications to hedging strategies will be emphasized. FINA 4470  Fixed Income Securities     3 credit hours   Prerequisite: FINA 4466 and COMM 2293 This course provides a detailed analysis of the bond market and the instruments available therein. Although the emphasis is on North American securities, global portfolios are also examined. Bond valuation and bond portfolio strategies are covered in depth. Treasury securities, corporate bonds, municipal bonds, mortgages, mortgage backed securities, CMO’s and interest rate options are addressed. FINA 4471  Financial Institutions     3 credit hours   Prerequisite: FINA 3361 and COMM 2293 This course will deal with the structure and function of Canadian financial institutions such as: banks, brokers and investment banks, insurance companies and mutual funds. The role of each type of institution in the economy will be discussed as well as regulation of the industry. The main emphasis of the course will be on the institutions as businesses; their profit and risk structure.