FSM710 - Investment Strategies I

Outline information
Schools offering this subject
Last revision date May 25, 2020 12:07:43 AM
Last review date Aug 3, 2020 12:15:02 AM

Subject Title
Investment Strategies I

Subject Description
This subject introduces students to the investment market in Canada. Topical issues include capital markets, the economy and its impact on investments, understanding corporations and analyzing financial statements, and the financing process. In-depth analyses of the characteristics, features, investment strategies for and valuation of bonds and equities are undertaken. Derivative products are also evaluated.

Credit Status
FSM710 is a required subject in the Bachelor of Commerce Financial Services Management degree program.

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

  1. Explain the types and role of financial markets in the Canadian economy and the functioning of financial intermediaries.
  2. Using knowledge of the economic environment and key economic indicators explain the operation of the business cycle and investment strategies appropriate to the phases of the business cycle.
  3. Outline regulations affecting securities and markets.
  4. Explain the corporate and government financing process.
  5. Analyze and interpret corporate financial statements. Identify corporate strengths and weaknesses based on this analysis.
  6. Evaluate the characteristics and investment quality of fixed-income securities and equities.
  7. Calculate the price of investment vehicles and understand pricing properties and market performance of these vehicles.
  8. Develop investment strategies that are appropriate for the client's risk tolerance and investment objectives and that are compatible with the current phase of the business cycle and pricing properties.
  9. Calculate margin and short selling requirements.
  10. Define types of derivative products and identify appropriate derivative strategies for investors.

Academic Integrity
Seneca upholds a learning community that values academic integrity, honesty, fairness, trust, respect, responsibility and courage. These values enhance Seneca's commitment to deliver high-quality education and teaching excellence, while supporting a positive learning environment. Ensure that you are aware of Seneca's Academic Integrity Policy which can be found at: http://www.senecacollege.ca/about/policies/academic-integrity-policy.html Review section 2 of the policy for details regarding approaches to supporting integrity. Section 2.3 and Appendix B of the policy describe various sanctions that can be applied, if there is suspected academic misconduct (e.g., contract cheating, cheating, falsification, impersonation or plagiarism).

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.

All students and employees have the right to study and work in an environment that is free from discrimination and/or harassment. Language or activities that defeat this objective violate the College Policy on Discrimination/Harassment and shall not be tolerated. Information and assistance are available from the Student Conduct Office at student.conduct@senecacollege.ca.

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.