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Course Description

This course provides an introduction to the theory, application and real-world evidence of finance. The course examines financial decisions from two distinct points of view: of an individual investor and of a corporation. From the investor’s point of view, the course focuses on the valuation of financial assets, the formation of portfolios and the relation of risk versus return. From a corporation’s point of view, the course focuses on capital budgeting, capital structure and payout policy with a particular emphasis on long term corporate financing.

Learning Outcomes

By the end of the course, the learner should be able to:

  • Describe corporate structure, corporate governance, and the goal of a corporation and how it applies to corporate financial decisions
  • Outline the principles and mechanics of the time value of money and calculate the present and future values of various combinations of cash flows
  • Determine the value of securities in capital markets and apply statistical measures to measure risk and return of both individual securities as well as a portfolio of securities
  • Evaluate and analyse potential investment projects and understand alternative methods for evaluating projects
  • Evaluate alternative sources of financing and discuss the firms' choice of capital structure and its implications for the value of the firm
  • Examine and discuss the key issues related to dividend policy and their implications for the value of the firm

Course Topics

  • The Goals and Functions of Finance
  • Value
  • Risk
  • Capital Budgeting
  • Financing, Debt Policy, and Dividend Policy

Additional Requirements

Prerequisite(s): ECON*1050, (1 of IPS*1500, MATH*1030, MATH*1080, MATH*1200), (1 of ECON*2740, PSYC*1010, PSYC*2010, SOAN*2120, STAT*2040, STAT*2060, STAT*2080, STAT*2120)

Equate(s): ECON*2560

Restriction(s): ECON*3460, ECON*3560

Assessment

Assessment Item Weight
Bloomberg Market Concepts 5%
Mobius Assignments 15%
Project 20%
Midterms 25%
Online Final Exam 35%
Total 100%

 

Note:

Additional Technical Requirements

This course will use the following:

  • Möbius is an online testing and assessment software created by Waterloo Maple Inc. that is used in this course. Visit the MapleSoft website to review the Möbius system requirements.
  • Respondus tool to invigilate one or more exams. 
  • Zoom as a video communication tool.  A Webcam, a microphone to record video, and headphones/speakers to play back the recording are also needed. 

Please view the Technical Considerations for each.

 

 

Applies Towards the Following Certificates

Technical Requirements

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*Course details are subject to change.

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