Finance (FNCE) 470

Portfolio Management (Revision 2)

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Revision 2 is closed for registrations, replaced by current version

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Delivery Mode: Individualized study online or grouped study**

Credits: 3

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

Prerequisite: FNCE 234 or FNCE 370. MATH 260 or equivalent is recommended.

Faculty: Faculty of Business

FNCE 470 has a Challenge for Credit option.

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**Note: Students registering in grouped study, or grouped study international mode 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%

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

Course Materials

Textbook

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

Other Materials

All other materials will be available to students 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 2, February 26, 2013.

View previous syllabus

Updated July 07 2014 by Student & Academic Services