(3 credits) 3 hours lecture
This course examines the theory and various strategies underlying decisions in the area of strategic investment planning. Among the instruments described are guaranteed, interest-producing investments; bonds and debentures; mutual funds; and financial derivatives. Methods of fundamental and technical analysis of potential investments are discussed, as well as real estate and tax shelters. Students have the opportunity to write the Strategic Investment Planning exam of the Canadian Institute of Financial Planning, one of four that lead towards the Certified Financial Planner (CFP) designation.