FFP310 - Introduction to Stock Market Investing

Outline info
Semester
School
Last revision date 2017-05-29 00:30:09.556
Last review date 2017-07-17 00:15:28.053


Subject Title
Introduction to Stock Market Investing

Subject Description
This course is intended to give a detailed overview of investing in the Stock market. You will learn how the market works, how to evaluate stocks through technical and fundamental analysis, and how to create a personal asset mix profile. You will also learn about the nature and type of the entire investment product range, and the associated risks with each. Products such as Mutual Funds, ETF?S, Stocks and Bonds will be covered in detail. The course will wrap up with a tutorial on creating a personal investment strategy and plan. The course will cover both theory and hands on practical activities. Each student will have the opportunity to create a model portfolio and carry out simulated selected trades.
The course is intended to give students the tools and knowledge to take control of their own investment portfolios if desired, or to enable them to have an effective relationship with their Financial Advisor

Credit Status
Non-credit

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

  1. Create a personal investment strategy, including a personal asset mix profile, based on their age, financial circumstances and risk tolerance
  2. Open an investment account and buy and sell securities
  3. Understand the primary asset classes and their risk/return attributes
  4. Deconstruct packaged investment products to understand their basic characteristics.
  5. Understand the most commonly used investment strategies, such as Top down, Bottom up, Growth and Value
  6. Read and interpret the four major Financial Statements at an overview level, and understand the most commonly used financial ratios.
  7. Understand basic technical charts, and the use of trading indicators such as the MACD and RSI. 
  8. Understand the use of derivatives such as Options in both conservative and speculative trading strategies
  9. Understand the income tax implications for investing
  10. Know the different types of Financial Advisors and their associated qualifications

Cheating and Plagiarism
Each student should be aware of the College's policy regarding Cheating and Plagiarism. Seneca's Academic Policy will be strictly enforced.

To support academic honesty at Seneca College, all work submitted by students may be reviewed for authenticity and originality, utilizing software tools and third party services. Please visit the Academic Honesty site on http://library.senecacollege.ca for further information regarding cheating and plagiarism policies and procedures.

Discrimination/Harassment
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 Disabilities Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.

Prerequisite(s)
Students should have strong English Language skills. Completion of grade 12 English and Mathematics are strongly recommended.
 

Topic Outline

  • Introduction to Risk Vs Return
  • Introduction to Stocks, Bonds and Cash as investment types
  • Definition of investment risk factors
  • Portfolio Theory
  • Mutual Funds and ETFs
  • Asset Allocation and investment mix
  • Financial Advisors, licensing and qualifications
  • Tax implications for investing
  • Investment market place review – products
  • Investing strategies and styles
  • Financial Statement analysis- fundamental investing
  • Technical Analysis
  • Options – Calls, Puts and combinations
  • Getting started

Mode of Instruction
A combination of teaching methods such as lectures, case studies and class exercises.

Prescribed Texts
Material will be provided in Class.

Reference Material
None

Required Supplies
None

Promotion Policy

Grading Policy
A+ 90%  to  100%
A 80%  to  89%
B+ 75%  to  79%
B 70%  to  74%
C+ 65%  to  69%
C 60%  to  64%
D+ 55%  to  59%
D 50%  to  54%
F 0%    to  49% (Not a Pass)
OR
EXC Excellent
SAT Satisfactory
UNSAT Unsatisfactory

For further information, see a copy of the Academic Policy, available online (http://www.senecacollege.ca/academic-policy) or at Seneca's Registrar's Offices.


Modes of Evaluation
This course is special interest and is not graded.

Program Coordinator
Keith Chapin

Approved by: Jeff McCarthy