Course Overview
The objective of this course is to impart to the students the principles of investment management and to understand the steps required to develop a financial plan through gathering data, setting goals, identifying problems and opportunities, plan formulation, making recommendations, implementation, monitoring and reviewing the plan. This course is part two of BCIT's offering of the Canadian Securities Institute's (CSI) Canadian Securities Course (CSC) and Professional Financial Planning Course (PFPC). As such, the course is designed to convey to those who are enrolled in it the fundamentals of investing and financial planning. It includes a study of the nature and function of the securities markets, the framework essential to the valuation of common shares and fixed income securities. In addition, portfolio management, taxation, asset allocation and economic forecasting are studied. The latter part of the course studies financial planning and its various disciplines including insurance, retirement, tax and estate planning. Note, there is an extra fee of approximately $550 (plus text and GST) to enroll with CSI for the PFPC course. This fee includes the exam and access to the CSI website (fees are subject to change).
Prerequisite(s)
- 50% in FMGT 3610
Credits
5.5
- Retired
- This course has been retired and is no longer offered. Find other Flexible Learning courses that may interest you.
Learning Outcomes
Upon successful completion, the student will be able to:
- Discuss the structure of capital markets and their function within the Canadian economy.
- Analyse the role of the Bank of Canada and various regulatory agencies in the financial markets.
- Analyse financial statements.
- Discuss the business cycle, inflation, interest rates, fiscal policy and monetary policy in the context of Canadian capital markets.
- Understand the nature of marketable securities and the factors which influence their price.
- Discuss the various methods employed to evaluate the worth of a marketable security.
- Understand the operation of stock exchanges and various financial institutions as well as the regulatory framework within which these institutions operate.
- Discuss basic financial planning and tax issues with respect to a portfolio of investments.
- Understand the design and management of a portfolio.
- Understand the rules and regulations of the investment industry.
Effective as of Winter 2004
Programs and courses are subject to change without notice. Find out more about BCIT course cancellations.