WClasses

AFM 329 - Investment Management - Senior Analyst

This course provides students hands-on training in equity valuation and enables students to follow more than one industry sector. As a senior analyst, a student will monitor existing equity holdings in different sectors, make new equity selections in the sectors, prepare equity research reports, and present trading recommendations to an investment team in a student-run investment portfolio.

Prerequisites

AFM274 or AFM275/AFM372/ACTSC391; Accounting and Financial Management, Biotechnology/CPA, Computing and Financial Management, Mathematics/CPA, or Sustainability and Financial Management students

Corequisites

None

Antirequisites

None

Offerings

Spring 2026 [1265]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00122520 / 15

Winter 2026 [1261]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00133568 / 1016:00 - 17:20 M,W

Fall 2025 [1259]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134991 / 1016:00 - 17:20 M,W

Spring 2025 [1255]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001230710 / 1516:00 - 17:20 M,W

Winter 2025 [1251]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134383 / 1016:00 - 17:20 M,W

Spring 2024 [1245]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123388 / 1519:00 - 21:50 M

Winter 2024 [1241]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134669 / 1016:00 - 17:20 M,W

Fall 2023 [1239]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001347912 / 1016:00 - 17:20 M,W

Spring 2023 [1235]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001234710 / 1516:00 - 17:20 M,W

Winter 2023 [1231]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001348211 / 1011:30 - 12:50 M,WML 354Ranjini Jha

Fall 2022 [1229]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001377810 / 1516:00 - 17:20 M,WHH 2104Andrew Ecclestone

Spring 2022 [1225]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123598 / 1516:00 - 17:20 M,WHH 2107Garvin Blair

Winter 2022 [1221]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135064 / 1016:00 - 17:20 M,WHH 1104Ranjini Jha

Fall 2021 [1219]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00136255 / 1516:00 - 17:20 M,W Ranjini Jha

Spring 2021 [1215]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 041228010 / 1509:00 - 11:50 M Andrew Ecclestone

Winter 2021 [1211]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 04135613 / 1016:00 - 17:20 M,W Garvin Blair

Fall 2020 [1209]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 041366714 / 1 Andrew Ecclestone

Spring 2020 [1205]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123728 / 15 Garvin Blair

Winter 2020 [1201]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135799 / 1017:30 - 18:50 MHH 2104Garvin Blair

Fall 2019 [1199]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001363615 / 117:30 - 18:50 M,WHH 2104Garvin Blair

Spring 2019 [1195]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123537 / 1516:00 - 18:50 WHH 2107Garvin Blair

Winter 2019 [1191]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001350910 / 1017:30 - 18:50 M,WHH 1108Ranjini Jha

Fall 2018 [1189]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135699 / 117:30 - 18:50 M,WHH 2104Garvin Blair

Spring 2018 [1185]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001229013 / 2517:30 - 20:20 ThHH 1106Ranjini Jha

Winter 2018 [1181]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00136788 / 1017:30 - 20:20 ThHH 1106Andrew Peter Ecclestone

Fall 2017 [1179]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00137605 / 117:30 - 18:50 T,ThHH 2104Andrew Peter Ecclestone

Spring 2017 [1175]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123519 / 2517:30 - 20:20 THH 2104Andrew Peter Ecclestone

Winter 2017 [1171]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135865 / 1019:00 - 20:20 T,ThHH 2104Garvin Blair

Fall 2016 [1169]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00139367 / 117:30 - 18:50 T,ThHH 2107Ranjini Jha

Spring 2016 [1165]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00124339 / 116:00 - 17:20 T,ThHH 1104Craig Geoffrey

Winter 2016 [1161]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00143054 / 1017:30 - 18:50 T,ThHH 2104Ranjini Jha

Fall 2015 [1159]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001447212 / 1 Andrew Peter Ecclestone

Spring 2015 [1155]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001264517 / 1 Ranjini Jha

Winter 2015 [1151]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00144386 / 1 Ranjini Jha

Fall 2014 [1149]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00179056 / 1 Ranjini Jha

Spring 2014 [1145]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00147149 / 1 Ranjini Jha

Winter 2014 [1141]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00181400 / 1 Ranjini Jha

UW Flow Ratings

Liked: 100.00%

100.00%

Easy: 100.00%

100.00%

Useful: 100.00 %

100.00%

AFM 329 leads to