FCA225 - Investment Strategies and Tactics

Outline information
Semester
Schools offering this subject
Last revision date Sep 30, 2019 12:06:12 AM
Last review date Dec 2, 2019 12:15:03 AM

Subject Title
Investment Strategies and Tactics

Subject Description
The study of the investment market in Canada continues in this course. Topics covered include managed products (mutual funds, segregated funds, income trusts), hedge funds, fundamental and technical market analysis, ratio analysis, taxation of investment returns, asset allocation and portfolio theory and strategy. This course prepares students to write exam 2 of the Canadian Securities Course (CSC).
Pre-requisites: RFC125 or FCA125
Equivalency: RFC225

Credit Status
One credit

Learning Outcomes
Upon successful completion of this subject the student will be able to:

1) Analyze fundamental macroeconomic and industry factors impacting on stock performance.
2) Use fundamental valuation methods to price equity securities. Identify and interpret basic technical price signals.
3) Complete in-depth analyses of corporate financial statements using ratio calculations to evaluate the company's financial position and determine investment suitability.
4) Understand and evaluate risks impacting on individual securities and on portfolios. Calculate portfolio rates of return.
5) Based on client investment objects and constraints, develop an appropriate asset mix and portfolio. Monitor the ongoing performance of the portfolio and adjust for changing economic and market factors and changing client requirements.
6) Understand the structure, regulation and types of mutual funds. Analyze and evaluate the investment performance of mutual funds.
7) Understand the key features of segregated funds, income trusts and other managed products. Evaluate the appropriateness of these products to a particular client portfolio.
8) Identify the benefits and risks of hedge funds and potential hedge fund strategies for investors.
9) Calculate income taxes owing on interest, dividends and capital gains, including sophisticated capital gains situations.
10) Understand tax deferred vehicles - RPP, RRSP, RRIF - and develop appropriate strategies for clients.

Academic Integrity
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Please visit the Academic Integrity website http://open2.senecac.on.ca/sites/academic-integrity/for-students to understand and learn more about how to prepare and submit work so that it supports academic integrity, and to avoid academic misconduct.

Discrimination/Harassment
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Accommodation for Students with Disabilities
The College will provide reasonable accommodation to students with disabilities in order to promote academic success. If you require accommodation, contact the Counselling and Accessibility Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.