Finance (FNCE) 249

Overview

FNCE 249 addresses topics in budgeting and investing, and is aimed at familiarizing you with key investment math and terminology. Both technical and applied approaches are adopted in this course. The overall objective of this course is to help you understand the investment process and investment jargon, and to provide you with the opportunity to learn an approach to creating and managing an investment portfolio.

Early lessons cover technical topics that are essential for managing an investment portfolio, such as basic investment concepts and terminology and the time value of money. In later lessons and assignments, you apply these investing concepts using Internet applications and by doing research and analysis to arrive at conclusions.

Outline

Lesson 1: Financial Statements, Budgeting, and Planning

Lesson 2: Investment Basics—An Overview

Lesson 3: Security Analysis—Stocks and Bonds

Lesson 4: Mutual Funds and Exchange-Traded Funds

Lesson 5: Capital Market Analysis, Risk, Inflation, and Taxes

Lesson 6: Learning from the Masters

Evaluation

To receive credit in FNCE 249, you must complete and submit three assignments (in order from 1 to 3). Your final grade is determined by a weighted average of the grades you receive on these activities. You must achieve a composite grade of “D” (50 percent) or better for the entire course. The weightings for each assignment are as follows:

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

Course Materials

Textbook

Other materials

All other materials will be available to students online. The course materials for this course are shipped as a shrink-wrapped package. If the shrink wrap is broken, the materials are not returnable.

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.

• Undergraduate Challenge for Credit Policy
• Undergraduate Challenge for Credit Procedures

Challenge Evaluation

To receive credit for the FNCE 249 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

• Challenge for Credit Form