Finance (FNCE) 249

Personal Investing (Revision 4)

FNCE 249

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Delivery Mode: Individualized study online with eTextbook

Credits: 3

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

Prerequisite: None

Faculty: Faculty of Business

FNCE 249 has a Challenge for Credit option.

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**Note: Students registering in grouped study 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.


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.


  • 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


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:

Activity Weighting
Assignment 1 30%
Assignment 2/3 Preparation 5%
Assignment 2 40%
Assignment 3 25%
Total 100%

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

Course Materials


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

Kapoor, J. R., Dlabay, L. R., Hughes, R. J., & Ahmad, A. (2018). Personal finance. (7th Can. ed.), Toronto, ON: McGraw-Hill Ryerson Limited. ISBN: 9781259651465

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, and 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 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

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 4, October 18, 2013.

View previous syllabus