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.

Course Details

By completion of this course, successful students will be able to:

  • Create your own investment plan
  • Identify tools to make more intelligent investment decisions
  • Define important diagnostic & portfolio management concepts
  • Use a Texas Instruments BA II+ Calculator within the course context

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6:00PM to 8:30PM
Feb 02, 2021 to Mar 09, 2021
Schedule and Location
Delivery Options
Course Fees
Fee before GST non-credit $355.00
Reading List / Textbook
No textbook required.
Section Notes

This course uses Desire2Learn (D2L), an online learning management system. The instructor will post your course outline and other materials in D2L. For more information about D2L, please visit our Online Learning Resources.

Unless otherwise stated, notice of withdrawal or transfer from a course must be received at least seven calendar days prior to the start date of the course.

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