Securities Analysis

3FB3 - Winter 2014 - 1 of 10

Commerce 3FB3 Security Analysis Winter 2014 Course Outline Finance and Business Economics Area DeGroote School of Business McMaster University

COURSE OBJECTIVE

The objective of this course is to introduce the student to both the theory and practice of investment analysis and selection. The student should obtain a broad knowledge of security markets and risk-return characteristics of the more important forms of investment through this course.

INSTRUCTOR AND CONTACT INFORMATION

Section 1: Mon, Wed and Thurs 16:30 – 17:30 Enrico Visentini CPA, CA, MBA, CFA Instructor visente@mcmaster.ca Office: DSB 313 Office Hours: after class Tel: (905) 525-9140 x23397 Class Location: TBD Section 2: Mon 19:00 -22:00 Enrico Visentini CPA, CA, MBA, CFA Instructor visente@mcmaster.ca Office: DSB 313 Office Hours: before class Tel: (905) 525-9140 x23397 Class Location: TBD

COURSE ELEMENTS

Credit Value: Avenue: Participation: Evidence-based: 3 Yes Yes Yes Leadership: Ethics: Innovation: Experiential: Yes No Yes No IT skills: Numeracy: Group work: Final Exam: Yes Yes Yes Yes Global view: Written skills: Oral skills: Guest speaker(s): Yes Yes Yes No

www.degroote.mcmaster.ca

3FB3 - Winter 2014 - 2 of 10

COURSE DESCRIPTION

This course begins with an overview of the structure of financial markets in Canada ad in the United States, followed by a more in-depth analysis of key investment topics. These topics include asset allocation and portfolio management, assessment of portfolio performance, the capital asset pricing model, term structure of interest rates, valuation of stocks and bonds, capital market efficiency, and behavioural finance. This course serves as a useful introduction to the Chartered Financial Analyst (CFA) curriculum (http:/www.cfainstitute.org)

LEARNING OUTCOMES

Upon completion of this course, students should:  have a good understanding of various financial assets;  have a good understanding of the functioning of...