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.
Activity
Weight
Term Paper
50%
Final Exam
50%
Total
100%
To learn more about assignments and examinations, please refer to Athabasca University's online Calendar.
In response to COVID-19 containment directives, temporary online exam(s) are available for this course.
Materials
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 (eText)
All other learning resources will be available online.
Challenge for Credit
Overview
The Challenge for Credit process allows you to demonstrate that you 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 about Challenge for Credit can be found in the Undergraduate Calendar.
Evaluation
To receive credit for the FNCE 470 challenge registration, you must achieve a grade of at least “D” (50 percent) on the examination.
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
Updated July 15, 2021, by Student & Academic Services