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Consult the LORIS Browse Classes for a list of course offerings by semester. Register for courses online using LORIS.
Refer to MyLearningSpace to view course materials, or see your faculty member or course outline for further information on how to access your course material.
Futures, options and other derivative securities have become increasingly important in the world of financial management. This course investigates how these markets operate and the use of these instruments in corporate risk management.
This course will focus on valuation of both mid-size and large firms. In the context of valuation, discussions will include mergers and acquisitions, financing and capital structure, corporate restructuring through bankruptcy and capital restructuring, and corporate governance. In order to prepare students to assume effective roles as a manager or advisor in a corporate finance function, BU463/663 is designed to facilitate the development of the following:
This course is designed to help students understand the investment opportunities in the financial markets and the risk-return relations among securities included in investment portfolios. Securities analysis, portfolio management, and modem portfolio theories are the focus of this course.
The fixed income course covers the analysis of all fixed income securities including bonds, money market instruments, and mortgage-backed and asset-backed securities. Risk and return relationship of fixed income securities as well as the yield curve and interest rate risk management will be covered. The course will extend the analysis to cover the tools and techniques such as duration and convexity which are used to manage bond portfolio.
This course is a follow-up to the first (introductory) investments elective (BU673): the prerequisite course which provides introduction to different types of capital markets and financial securities thereof, investment opportunities in these capital markets, and the risk-return relations for these securities. The objectives of this advanced course are twofold:
This course focuses on the concepts, methods and uses of financial accounting information. It includes:
The course will specifically focus on the U.S. environment.
This course is a study of the Financial Reporting and Analysis component of the CFA© Level II examination. The viewpoint is that of an analyst who understands financial statements enough to use them in decision making. The course is not an accounting course, however it is expected that by the end you will have a fairly strong foundation in advanced accounting concepts.
This course covers the quantitative methods and economics theories and techniques required for financial analysis. The class covers all the topics included in the CFA Institute’s Level I Quantitative Methods and Economics exam. However the class is not restricted to these topics and will include additional applications that will involve the use of computer software such as Excel.
The course covers the CFA Institute’s Level 2 Quantitative Methods and Economics and its aim is to prepare students for the Level 2 CFA examination.
The primary focus of this course is:
You will also be provided training in the use of:
This covers all aspects of security analysis. Students take on the role of either equity analyst or portfolio manager. Their work will be reviewed and overseen by industry professionals and faculty members. Analysts will learn:
The course allows students to manage real money for the Laurier Graduate Students Investment Fund (LGSIF).
This course focuses on the financial challenges confronting private businesses and in particular, early and mid-stage companies that are growing rapidly or aspire to rapid growth. We will concentrate on:
A secondary focus of the course is on the special financing concerns related to management and ownership succession within family firms.
This course discusses several issues in the field of International finance. Five key topics will be discussed:
The course will feature several cases in International capital markets and risk management. Bloomberg training will be part of the course. The students will be required to use data and analytical tools from Bloomberg to conduct regression and statistical analysis using Python.
This course provides an overview of the main investment strategies and tools used by hedge funds and proprietary traders. There are three specific objectives in this course:
The lectures present central concepts of investment strategies with special emphasis on the financial intuition underlying them. These concepts are illustrated in each class with exercises in which students conduct analyses and implement different methodologies.
The Laurier Start-up Fund course is a practicum that gives senior students a hands-on education in early stage investing. The course allows students to work with early stage technology companies that are growing rapidly or aspiring to rapid growth. In particular, students will learn how to assess the company’s:
On the basis of this analysis, students will learn how “funding deals” are screened and structured between early stage companies and angel investors.
This course introduces students to the structure and the role of major bank and non-bank financial institutions in Canada and U.S., and the management of their operations and risk. The course is structured into three modules:
This course provides detailed conceptual and practical knowledge of finance from a corporate perspective. The objective is to understand how corporate structure and corporate value are interrelated, and how they are dependent on two sets of factors: