Back to Top
Close Menu
 

Centre for Professional Development and Lifelong Learning

CAVE HILL HOME > Lifelong Learning > Courses > Postgraduate Modules > Equity & Fixed Income Securities

Postgraduate Modules


Management Studies

Equity & Fixed Income Securities

Overview

It is key for today’s finance professional to have a working knowledge of the benefits and the pitfalls of both equities and fixed incomes, in order to sufficiently advise investors in the future. As such, this course aims to provide this knowledge. In the area of Equities, delegates will be exposed to various valuation methods, financial statement analysis, technical analysis and portfolio management. In terms of Fixed income securities, delegates will be exposed to the basic analytics of fixed-income securities, forward rates, term structure theories, immunization and understanding the effects of various embedded options. 

​​Mode of Delivery: Face-to-Face

What will I Learn?

On successful completion of the course, students will be able to:
  • Discuss the characteristics, limitations and implications of equities and fixed income securities;
  • Discuss the various equity and fixed income valuation methods;
  • Compare the various risk and return characteristics of equities and fixed income securities;
  • Examine the main theories and techniques underlying the valuation of equities and fixed income securities;
  • Explain how secondary markets support primary markets;
  • Analyze the IPO process to gain a detailed understanding of equity market operation and the issues that affect these markets;
  • Differentiate between active and passive equity portfolio management;
  • Create strategies to construct fixed income security portfolios (specifically bonds);

Who Should do this Course

Individuals who meet the entry requirements for postgraduate level training, including investors, issuers, traders and hedgers, and finance professionals who want to be able to effectively differentiate between equity and fixed income securities and to determine the appropriate situations in which each should be used.  

Important Information

  • Applicants must bring all required documentation to the Department of Management Studies, Graduate Section, for their application to be processed.
  • Individuals applying for postgraduate modules, whose native language is not English, must take tests,  to demonstrate English Language proficiency prior to registration, as identified in the Manual of Procedures re: Regulations for Graduate Diplomas and Degrees (Sec. 1, Para. 5).

At a Glance

  • Admissions Term: 2018/2019 Semester II
  • Date: Semester: 2 (January to May)
  • Time: TBA
  • Duration: 12 weeks (36 hours)
  • Certificate Awarded: Postgraduate Professional Development Certificate of Competence
  • Course Code: ACCT 6015
  • Capacity: 10
  • Cost: BDS $2,050 (US $1,025) {with assessment} ; BDS $1,750 (US $875) {without assessment}

The following topics will be addressed:
  • Introduction to Equities and Security Markets
  • Macro and Industry Analysis
  • Company Analysis & Valuation Methods
  • Technical Analysis
  • Portfolio Management
  • Introduction to Bonds and Bond Fundamentals
  • Analysis and Valuation of Bonds
  • Introduction to Bond Portfolio Management

For entry into this course, applicants must have at least an undergraduate degree, or five (5) years relevant work experience. Applicants may also be asked to provide an up-to-date Curriculum Vitae.

This course uses a mixture of lectures (one weekly 3-hour lecture) and student assignments. Students are also required to make trades in a simulated portfolio, based in part on these assignments.

TBA