Overview
The course examines the theory and practice of investment and portfolio management. Upon successful completion of this course, you should be
- well-versed in the theory and practice of investment and portfolio management.
- equipped to use available information on financial markets (at both macro and micro levels).
- able to construct a sound investment portfolio in terms of investment principles and portfolio performance.
Learning outcomes
After you successfully complete this course, you should be able to
- critically evaluate the theory and practice of investment and portfolio management, including ethical investment practice.
- valuate major investment vehicles, such as stocks, bonds, futures, option contracts, and mutual funds.
- use available information on financial markets (at both macro and micro levels) to develop investment strategies.
- construct an investment portfolio that is sound in terms of investment principles and portfolio performance.
Evaluation
To receive credit for FNCE 470, you must complete an assignment, either a portfolio evaluation or a research paper, and a final examination. You must achieve a minimum grade of D (50 percent) on the Final Examination, and an overall course grade of D (50 percent). The following chart describes the credit weight associated with each course requirement.
| Activity | Weight |
| Assignment | 50% |
| Final Examination (Online) | 50% |
| Total | 100% |
Materials
Digital course materials
Links to the following course materials will be made available in the course:
Reilly, F. K., & Brown, K. C., & Leeds, S. J. (2025). Investment analysis and portfolio management (12th ed.). South-Western, Cengage Learning. ISBN: 9798214048543 (eText); 9780357988176 (print).
Other Resources
All other learning resources will be available online.
Challenge for credit
Overview
The challenge for credit process allows you to demonstrate that you have acquired a command of the general subject matter, knowledge, intellectual and/or other skills that would normally be found in a university-level course.
Full information about challenge for credit can be found in the Undergraduate Calendar.
Evaluation
To receive credit for the FNCE 470 challenge registration, you must achieve a grade of at least “D” (50 percent) on the examination.
Challenge for credit course registration form