Course Description

Further explore 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 or equivalent.

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 and portfolio management concepts
  • Use a Texas Instruments BA II+ Calculator within the course context


Formerly: PIW 136 Personal Investment Strategies: Advanced

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Online Synchronous
6:00PM to 8:30PM
Feb 06, 2024 to Mar 12, 2024
Schedule and Location
Delivery Options
Course Fees
Fee before GST non-credit $329.00
Reading List / Textbook
No textbook required.
Section Notes

Classes are held online in real time (Mountain Time) at the specified time and dates.

This course uses:

  • Desire2Learn (D2L), an online learning management system. The instructor will post your course outline and other materials in D2L.
  • Zoom web conferencing software.

For more information, please visit our Online Learning Resources.

Unless notified, all online courses are available at 9 am MT the day before the start date. Students registered on (or after) the start date will receive access within one day of registration.

Students unfamiliar with online learning are encouraged to take our free Digital Skills for Learning Online course.

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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