Finance (FNCE) 470

Portfolio Management (Revision 3)

image

View previous syllabus

Delivery Mode: Individualized study online with eTextbook

Credits: 3

Area of Study: Applied Studies
(Business and Administrative Studies)

Prerequisite: FNCE 300/ ECON 300 (formerly FNCE 234) or FNCE 370. MATH 260 or equivalent is recommended.

Faculty: Faculty of Business

FNCE 470 has a Challenge for Credit option

check availability

**Note: Students registering in grouped study are advised that there may be some differences in the evaluation and course materials information indicated below. To obtain the most up-to-date information, contact the Faculty of Business Student Support Centre at 1-800-468-6531.

Overview

The course examines the theory and practice of investment and portfolio management. Successful completion of the course will allow students to make use of available information on financial markets, at both the macro and micro levels. It will also give students the ability to construct an investment portfolio that is sound in terms of investment principles and portfolio performance.

When you successfully complete this course you will be

  • familiar with the theory and practice of investment and portfolio management
  • able to make use of available information on financial markets, at both macro and micro levels
  • able to construct an investment portfolio that is sound in terms of investment principles and portfolio performance.

Outline

  • Unit 1: Investment Background
  • Unit 2: Developments in Investment Theory
  • Unit 3: Valuation Principles and Practices
  • Unit 4: Analyzing and Managing Common Stocks
  • Unit 5: Analyzing and Managing Bonds
  • Unit 6: Derivative Securities Analysis
  • Unit 7: Defining and Evaluating Asset Management

Evaluation

To receive credit for FNCE 470, you must complete 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.

Term Paper Final Exam Total
50% 50% 100%

The examination(s) for this course will be written in the traditional pen and paper format.

To learn more about assignments and examinations, please refer to Athabasca University's online Calendar.

Course Materials

Textbook

Registration in this course includes an electronic textbook. For more information on electronic textbooks, please refer to our eText Initiative site.

Reilly, F. K., & Brown, K. C. (2012). Investment analysis and portfolio management (10th ed.). Mason, OH: South-Western, Cengage Learning. ISBN 978-0-538-48238-7

A print version of the eText can sometimes be purchased from the publisher through a direct-to-student link provided on the course website; you can also acquire the textbook on your own if you wish.

Other Resources

All other learning resources will be available online.

Challenge for Credit Course Overview

The Challenge for Credit process allows students to demonstrate that they 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 for the Challenge for Credit can be found in the Undergraduate Calendar.

Challenge Evaluation

To receive credit for the FNCE 470 challenge registration, you must achieve a grade of at least “D” (50 percent) on the examination.

Paper Exam (3 hours)

Undergraduate Challenge for Credit Course Registration Form

Athabasca University reserves the right to amend course outlines occasionally and without notice. Courses offered by other delivery methods may vary from their individualized-study counterparts.

Opened in Revision 3, December 4, 2013.

View previous syllabus

Updated May 31 2017 by Student & Academic Services