FIP403 - Strategic Investment Planning

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Last revision date Sep 30, 2019 12:04:49 AM
Last review date Dec 2, 2019 12:15:03 AM

Subject Title
Strategic Investment Planning

Subject Description
This subject provides students with a detailed understanding of the investment products that individuals use to achieve their wealth accumulation objectives. It gives the student the understanding and knowledge to design or evaluate a client's investment portfolio.

Credit Status
One credit.

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

  1. Describe how investments can be used to meet wealth objectives.
  2. Discuss the role of personal-use assets in a financial plan.
  3. Describe the features, risk, and return characteristics of guaranteed and interest producing investments.
  4. Describe the difference between bonds and debentures; how to measure bond yields; and the concept of bond duration.
  5. Describe the characteristics of common and preferred shares, their taxation and relevant regulations.
  6. Interpret financial statements and describe the process of technical analysis.
  7. Discuss the features of financial derivatives.
  8. Discuss the factors to consider when buying and selling mutual funds and the relevant tax considerations.
  9. Describe the structure and tax considerations of real estate investments.
  10. Describe the risks and returns associated with financial investments.
  11. Discuss the law of supply and demand, the roles of financial market participants, and how the government influences the Canadian economy.

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