Le Certificat d’études supérieures en analyse financière de 15 unités se veut une introduction détaillée aux finances. Axé sur les compétences professionnelles de base en analyse financière, ce programme peut mener à diverses carrières dans le secteur financier, notamment en gestion de placements, en technologie financière et en placements ESG (critères environnementaux, sociaux et de gouvernance). Ce programme donne accès à l’examen du programme CFA, niveau 1.
Cours corequis (3 unités)
Course List
Course
Title
Credits
CCFA 605
Quantitative Methods for Accounting and Finance
3
Quantitative Methods for Accounting and Finance
Terms offered: Summer 2026, Fall 2026, Winter 2027
Focusing on accounting and finance applications, study of fundamental statistical concepts and tools used in the description and analysis of businesses and investments. Review of principles and results of the method used in estimating value of financial assets, namely Time Value of Money. Topics include descriptive statistics, probability theory, statistical inference, simple and compound interest, annuities, loans and bonds, equities and projects, and the cash flow additivity principle.
Study of the Code of Ethics and Standards of Professional Conduct of Chartered Financial Analyst (CFA) Institute. Topics include professionalism and the integrity of capital markets, duties to clients and employers, investment analysis and recommendations, conflicts of interest, and responsibilities of CFA members and candidates.
Study of statistical and economics tools used in the analysis of investments and other financial aspects of businesses. Topics include statistical concepts and
methodologies, such as statistical inference and linear regression, as well as micro- and macroeconomics concepts, such as the analysis of demand and supply,
understanding business cycles and international trade, and the effects of fiscal and monetary policy
Examination of accounting standards and financial reporting principles in investment decision making from both the internal and external perspectives of a corporation. Study of the interplay between the balance sheet, the income statement, and the cash flow statement, and examination of financial statement elements, such as inventories, long-lived assets, income taxes, and long-term liabilities, contrasting International Financial Reporting Standards (IFRS) and United States Generally Accepted Accounting Principles (US GAAP).
Terms offered: Summer 2026, Fall 2026, Winter 2027
Comprehensive overview of corporations and other businesses from the point of view of internal and external financial decisions, including how the risk and return measures associated with businesses are used in corporate decision making and in assembling investment portfolios. Introduction to behavioural factors in investments, the management of risk for the enterprise, and the emerging field of financial technology.
Examination of financial risk management techniques that can be used by investors and businesses alike. Topics include derivatives, alternative investments, and the value of these assets.
Examination of the characteristics of fixed-income and equity investments, their markets and indexes. Topics include yield and valuation measures, risk factors and drivers of fixed-income securities, industry and company analysis, and equity valuation models.
Terms offered: this course is not currently offered.
Examination of ESG (Environmental, Social, and Governance) investing. Study of the benefits of using ESG factors in investment decision making, from both a
portfolio performance and a sustainability standpoint, and the integration of ESG factors in portfolio construction and management.
Study of financial technology (Fintech) and the impact of the digitization of financial products and services on the structure of financial markets and the traditional role of financial institutions. A comprehensive introduction to Fintech detailing the business models of Fintech disruptors in various industries in the financial sector.