Simon Fraser University
Engaging the World

Course Outlines

Fall 2024 - BUS 411 D100

Fixed Income Security Analysis and Valuation (3)

Class Number: 3495

Delivery Method: In Person

Overview

  • Course Times + Location:

    Sep 4 – Dec 3, 2024: Fri, 9:30 a.m.–12:20 p.m.
    Burnaby

  • Instructor:

    Geoffrey Poitras
    1 778 782-4071

  • Prerequisites:

    BUS 315 and BUS 360W, both with a minimum grade of C-; 60 units.

Description

CALENDAR DESCRIPTION:

As an introduction to the market valuation of fixed income securities, this course covers: history of fixed income securities; valuation methods for fixed income securities, including fixed and variable annuities, government and corporate bonds, defined benefit pension plans, bonds with contingencies, fixed income derivative securities; and, fixed income risk management using duration and convexity measures.

Materials

REQUIRED READING NOTES:

Your personalized Course Material list, including digital and physical textbooks, are available through the SFU Bookstore website by simply entering your Computing ID at: shop.sfu.ca/course-materials/my-personalized-course-materials.

Registrar Notes:

ACADEMIC INTEGRITY: YOUR WORK, YOUR SUCCESS

SFU’s Academic Integrity website http://www.sfu.ca/students/academicintegrity.html is filled with information on what is meant by academic dishonesty, where you can find resources to help with your studies and the consequences of cheating. Check out the site for more information and videos that help explain the issues in plain English.

Each student is responsible for his or her conduct as it affects the university community. Academic dishonesty, in whatever form, is ultimately destructive of the values of the university. Furthermore, it is unfair and discouraging to the majority of students who pursue their studies honestly. Scholarly integrity is required of all members of the university. http://www.sfu.ca/policies/gazette/student/s10-01.html

RELIGIOUS ACCOMMODATION

Students with a faith background who may need accommodations during the term are encouraged to assess their needs as soon as possible and review the Multifaith religious accommodations website. The page outlines ways they begin working toward an accommodation and ensure solutions can be reached in a timely fashion.