FSM710 - Investment Strategies I

Outline information
Semester
Schools offering this subject
Last revision date 2022-01-31 00:03:44.168
Last review date 2022-03-14 11:23:23.474

Subject Title
Investment Strategies I

Subject Description
This subject introduces students to the investment market in Canada. Topical issues include capital markets, the economy and its impact on investments, understanding corporations and analyzing financial statements, and the financing process. In-depth analyses of the characteristics, features, investment strategies for and valuation of bonds and equities are undertaken. Derivative products are also evaluated.

Credit Status
FSM710 is a required subject in the Bachelor of Commerce Financial Services Management degree program.

Learning Outcomes
Upon successful completion of this subject the student will be able to:

  1. Explain the types and role of financial markets in the Canadian economy and the functioning of financial intermediaries.
  2. Using knowledge of the economic environment and key economic indicators explain the operation of the business cycle and investment strategies appropriate to the phases of the business cycle.
  3. Outline regulations affecting securities and markets.
  4. Explain the corporate and government financing process.
  5. Analyze and interpret corporate financial statements. Identify corporate strengths and weaknesses based on this analysis.
  6. Evaluate the characteristics and investment quality of fixed-income securities and equities.
  7. Calculate the price of investment vehicles and understand pricing properties and market performance of these vehicles.
  8. Develop investment strategies that are appropriate for the client's risk tolerance and investment objectives and that are compatible with the current phase of the business cycle and pricing properties.
  9. Calculate margin and short selling requirements.
  10. Define types of derivative products and identify appropriate derivative strategies for investors.

Academic Integrity
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Please visit the Academic Integrity website http://open2.senecac.on.ca/sites/academic-integrity/for-students to understand and learn more about how to prepare and submit work so that it supports academic integrity, and to avoid academic misconduct.

Discrimination/Harassment
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Accommodation for Students with Disabilities
The College will provide reasonable accommodation to students with disabilities in order to promote academic success. If you require accommodation, contact the Counselling and Accessibility Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.

Camera Use and Recordings - Synchronous (Live) Classes
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