BFIN 3020 - Intermediate Finance II

Course Description
This course provides an Introduction to Portfolio Approach and Mutual Funds using relevant software. You will also learn to analyze the financial and non-financial aspects of a company as well as to work with retail and institutional clients. Other relevant topics such as fundamental and technical analysis, the portfolio management process, asset allocation, mutual funds, segregated & hedge funds are also covered. In addition, other managed and structured products, and their related taxation are covered. Industry standards of conduct and code of ethics are included.

3 credits

Prerequisite(s):

BFIN 3010

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