Strategic Investment Planning

Course Code

FIN 5005

Academic Year

2016-2017

This course provides a comprehensive understanding of the investment strategies that individuals may use in the achievement of their wealth accumulation objectives. The time value of money fundamentals will be briefly touched on (knowledge of this is recommended for admission to the program). The course explores the fundamentals of economics as they relate to the investment strategies and wealth accumulation objectives. The concepts of gross domestic product, marketplace pricing, supply and demand, money supply, business cycles, and monetary and fiscal policy are reviewed. Additionally, yield curves, inflation, risk and modern portfolio theory are discussed. The course also looks at personal debt and money management and RESPs.