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Dec 05, 2025
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PUBLISHED 2025-2026 Credit Catalog
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BFIN 3020 - Intermediate Finance II 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
Time Guidelines The standard instructional time for this course is 60 hours.
Prerequisites
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