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PIW 142 Investing for Success Level 2

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Course Description

Explore further the securities markets and learn pricing and trading concepts for different types of financial instruments.  A basic understanding of stocks, bonds and mutual funds will be assumed. Topics covered include pricing and trading techniques in fixed income, equity, derivatives, and modern portfolio theory. Discuss the benefits and challenges associated with portfolio construction. This course is intended for students who have taken PIW 132 Investing for Success Level 1 (formerly titled Personal Investment Strategies) or equivalent.

Please note: this course used to be titled PIW 136 Personal Investment Strategies: Advanced.


  PIW 142 - 004 Investing for Success Level 2  
  Winter 2017   Status:  Available
Class:   Tue 6:00PM - 8:30PM
31 Jan 2017 to 07 Mar 2017
Number of Sessions: 6 Sessions
Hours: 15.0
Course Fees:   Fee before GST non-credit    $345.00
Potential Price Adjustments:
Campus: Downtown
Instructor(s): David Sherlock, BA (ECON), AICB, PFP, FMA, CIM, FCSI
  Section Notes:  

NOTE: Stairwells at the Downtown Campus are locked. Unless your class is on the 2nd floor, which can be accessed by the central stairs, please take the elevator. If you find yourself trapped in the stairwell proceed to the ground level where you may exit.

A $25 fee applies for course withdrawals and transfers. For our standard Refund, Withdrawal and Transfer Policy visit conted.ucalgary.ca/refund


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