Finance (FNCE) 249
Personal Investing (Revision 5)
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Area of Study: Applied Studies
(Business and Administrative Studies)
Faculty: Faculty of Business
FNCE 249 has a Challenge for Credit option.
The aim of this course is to help you gain the knowledge and skills to effectively manage your personal investments. You will gain an understanding of the budgeting and investment process, familiarity with investment math and terminology, and the ability to apply and assess different approaches to investing.
The first two lessons focus on foundational topics and skills. Lesson 1 covers financial planning concepts, which lay the groundwork for successful investing. Lesson 2 introduces you to investments by providing an overview of the main topics. You will then complete the first assignment, which is technical in nature. It covers basic investment concepts and terminology and introduces the time value of money math, concepts that are essential for managing an investment portfolio.
The course then takes on a more applied focus—you will learn and utilize an approach to creating and managing an investment portfolio. In a preparatory activity, you will complete a personal risk assessment and select companies to follow for later analysis. Lessons 3 through 5 provide more detailed coverage of core investment concepts. In the second assignment you will apply these concepts by completing top-down analyses of the companies you chose to follow.
Finally, Lesson 6 provides an opportunity to compare and evaluate investment philosophies and approaches. The third assignment continues the application of practical skills while also encouraging you to reflect and assess the suitability of different investment strategies in various contexts.
- 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:
|Assignment 2/3 Preparation||5%|
To learn more about assignments and examinations, please refer to Athabasca University's online Calendar.
Kapoor, J. R., Dlabay, L. R., Hughes, R. J., Stevenson, L., Kerst, E. J., Ahmad, A., & Fortino, J. (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.
All other learning resources will be available online.
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.
- 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 5, November 30, 2018.
View previous syllabus