Dec 05, 2025  
PUBLISHED 2025-2026 Credit Catalog 
    
PUBLISHED 2025-2026 Credit Catalog

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
  • BFIN 3010