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FMGT 2820 - Investment and Risk Management

Financial Management Part-time Studies Course

School of Business

Course Details

Provides an overview of Canada's capital markets. Includes a review of securities, international funds, insurance aspects and other financial institutions. Emphasizes portfolio input from a financial planning perspective. Students are expected to have a working knowledge of accounting. This course cannot be used towards meeting the requirements of the Certified Financial Planner® program.

Prerequisite(s)

FMGT 1152 and FMGT 1810

Credits

3.0

This course isn't currently offered through BCIT Part-time Studies. Please check back next term or subscribe to receive email updates.

Learning Outcomes

Upon successful completion of this course, the student will be able to:

  • Explain why risk and return are the two critical components of all investing decisions.
  • Describe the major types of financial assets and how they are organized.
  • Examine the major types of investment funds.
  • Describe how the equity markets are organized and how they operate.
  • Explain the role of brokerage firms and stockbrokers, and how orders to buy and sell securities are executed.
  • Explain the relationship between return and risk, and how returns and risk are measured.
  • Explain how expected return and risk for securities and portfolios are determined.
  • Apply the Markowitz efficient portfolio selection model to building a portfolio.
  • Explain capital market theory and the Capital Asset Pricing Model.
  • Explain the concept of efficient markets and the Efficient Market Hypothesis.
  • Explain the bond valuation process and calculate bond yields.
  • Describe how both conservative and aggressive investors build and maintain a fixed-income portfolio.
  • Use the dividend discount model and P/E ratios to estimate stock prices.
  • Describe the bottom-up and top-down approaches in fundamental analysis for stock selection.
  • Describe the relationship between the stock market and the economy.
  • State the importance of business cycle and industry analysis in helping to identify favorable conditions for investing.
  • Use financial statements and ratio analysis to determine if a company?s common stock is under or over valued.
  • Describe the major techniques used in technical analysis.
  • Describe how put and call options work and give some basic strategies.
  • Outline how the futures market works and how financial futures are used
  • Describe the steps involved in portfolio management.
  • Outline a framework for evaluating portfolio performance.

Effective as of Winter 2010

Related Programs

FMGT 2820 is offered as a part of the following programs:

School of Business

  1. Financial Management (Professional Accounting Option)
    Part-time   Certificate

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