This course covers the basic concepts, principles, and practices related to personal finance. Based on the time value of money principles, this course teaches basic methods and skills to assess and manage personal financial issues related to various aspects of life such as tax, banking, home, insurance, investment, and retirement. Not for credit in B.Comm.(Hons.) program.

(Lab required). An introduction to finance regarding the allocation and acquisition of funds. Topics include discounted cash flows, capital budgeting, financial instruments, cost of capital, risk-return trade-offs, market efficiency, and ethics issues. May not be held with FIN 2200 or FIN 2201.

(Lab required) An introduction to corporate finance regarding the allocation and acquisition of funds. Topics include discounted cash flows, capital budgeting, financial instruments, cost of capital, risk-return trade-offs, market efficiency, capital structure and the use of derivatives. May not be held with FIN 2201 or FIN 2010.

The fundamental concepts, principles, and practices related to financial derivatives and risk management.

Application of financial and professional theories and tools to stock selection and portfolio construction. Valuation methods (quantitative and qualitative), smart beta usage, diversification analysis, economic considerations, and performance metrics are among the topics covered. May not be held with FIN 4230 when titled Applied Asset Management.

This course introduces students to fixed income securities and markets and prepares students for writing the fixed income parts of the Chartered Financial Analyst exams. Topics covered include debt securities, risks of investing in bonds, the pricing of fixed income securities, the measurement of interest rate risk, the term structure and volatility of interest rates, mortgage backed and asset-backed securities, the valuation of mortgage-backed and asset-backed securities, credit analysis and interest rate derivatives etc.

This course explores the theory and practice of portfolio management and prepares students for writing the portfolio management parts of the Chartered Financial Analyst exams. Topics covered include asset allocation, currency management, fixed income portfolio management, equity portfolio management, risk management and application of derivatives, execution of portfolio decisions, monitoring and rebalancing, and performance evaluation.

The course prepares students to be ethical in professional conduct in general, with specific focus on finance, and preparing students for the ethical component in Chartered Financial Analysts examinations.

Technology plays an increasingly important role and is transforming the banking and financial services industry. This course covers a variety of new technologies and applications that continue to disrupt and revolutionize the banking and financial services industry.

Study of entrepreneurial finance, addressing both investment and financing decisions of new ventures, covering both in theory and in practice. May not be held with FIN 3470.

An introduction to financial planning techniques used in professional practice. Topics include financial assessment, income tax planning, risk management, insurance, debt and credit management, investments, retirement planning, estate planning, and ethics issues.

The practice and theory of investment banking including valuation, initial public offerings, mergers and acquisitions, and restructuring.

An introduction to investment analysis and modern portfolio theory. Topics include equilibrium in the capital markets, fixed income securities, equities, and derivative instruments. May not be held with FIN 3411.

This course provides a practical application of techniques to analyse a company for investment purposes and evaluate purchases of stock and fixed-income securities. Topics include financial statement analysis, ratio analysis, alternative methods for forecasting corporate profits and dividends, risk assessment, and valuation techniques.

An introduction to real estate finance. Topics include valuation, financing, transaction, tax and legal issues.

An introduction to the theory of comparative advantage, foreign exchange markets, international parity relations, international debt and equity markets, international debt operating exposures, and international capital budgeting. The course also helps students prepare for the international finance parts of the Chartered Financial Analyst exams. May not be held with FIN 3451.

A study of financial systems with emphasis on Canada. Major topics include monetary policy, financial markets, financial institutions, financial regulation and risk management. May not be held with ECON 3640 or ECON 3641.

Intermediate Corporate Finance including the following topics: capital budgeting theory and techniques, determination of relevant cost of capital, capital structure, dividend policy, leasing, and other special topics. May not be held with FIN 3481.

A study of current issues in finance. Topics considered will depend on the interests and needs of the participants.

Spreadsheet implementation of practitioner-oriented financial models. The course helps students prepare for the quantitative parts of the Chartered Financial Analyst exams. May not be held with FIN 4230 when titled "Financial Modeling."

Students will gain an understanding of how human biases impact the financial decisions of market participants and the practical implications. The course helps students prepare for the behavioral finance parts of the Chartered Financial Analyst exams.

Theories that provide the foundation for modern corporate finance. Empirical tests of finance theories. Implications for managers.

Mechanics of futures, options and swaps markets. Topics include arbitrage, hedging, forward rate agreements, models of derivative valuation and value-at-risk.

Application of theoretical models in finance to real-world problems using cases. Topics include working capital management, long-term investment and financing decisions, valuation, risk management, reorganizations and international financial management.