BFIN 356 - Mutual Funds and Securities

Course Description
Constructing an appropriate investment portfolio of mutual funds and financial securities depends upon identifying and responding to changing client needs. Topics include the role of the mutual fund representative, knowing your client, the types of financial securities and mutual fund products available, risk and return, creating and evaluating investment portfolios. Concepts are reinforced through a stock game simulation and mutual fund portfolio design and critique. Leads to the Investment Funds in Canada (IFC) credential required to sell mutual funds.

3 credits

Prerequisite(s):

One of:
- BFIN 333
- BFIN 355

Additional Requisite Information:

BFIN 333 can also be taken at the same time as BFIN 356.
Classroom Students
- Required Materials: - A textbook is required for this course. Please refer to current booklist on the SAIT Bookstore website (https://www.bookstore.sait.ca/).
Distance Education Students
- Distance Education students will complete an equivalent course directly through the Canadian Securities Institute.
- The equivalent course is Investment Funds in Canada (IFC). You can view details and register here: https://www.csi.ca/student/en_ca/courses/csi/ifc.xhtml?icid=BNN-CSIIFC–I05.
- There are no assignments; the entire final grade will be based on the final exam. Please note that you must achieve a minimum final grade of 65% in order to have this course applied to your SAIT credential.

Equivalent Course(s):

BFIN 2356