uwloo

AFM 328Investment Management - Junior Analyst

Units
0.25
Faculty
Arts
Subject
Accounting and Financial Management

When it runs

  1. F24
  2. W25
  3. S25
  4. F25
  5. W26
  6. S26
  7. F26
  8. W27
  9. S27

Ran in 7 of the last 7 terms. Winter 2027: scheduled. Spring 2027: schedule not out yet.

This course provides students hands-on training in equity valuation and enables students to follow one industry sector. As a junior analyst, a student will understand why funds management is broken into different sectors, monitor existing equity holdings in a particular sector, make new equity selections in the sector, prepare equity research reports, and present trading recommendations to an investment team in a student-run investment portfolio.

Prerequisites

Corequisites

  • Complete 1 of the following
    • Completed or concurrently enrolled in at least 1 of the following:
      • ACTSC391 - Corporate Finance (0.50)
      • AFM274 - Introduction to Corporate Finance (0.50)
      • AFM275 - Corporate Finance (0.50)
    • Completed or concurrently enrolled in:

Antirequisites

None listed.

Leads to

No course lists it as a requisite.

Fall 2026 sections

Enrolment from UW Open Data, which can trail Quest by up to two days. Instructors and rooms: Schedule of Classes.
SectionClassEnrolledMeets
PRJ 00133888 / 10MW 16:00–17:20

Winter 2027 sections

Enrolment from UW Open Data, which can trail Quest by up to two days. Instructors and rooms: Schedule of Classes.
SectionClassEnrolledMeets
PRJ 00132850 / 10TTh 16:00–17:20
PRJ 70114127 / 9999Online or by arrangement

Reviewed on UW Flow

83% liked it42% easy100% useful

From 6 ratings and 1 comment on UW Flow. The most helpful comments, quoted as written, without names. Read them all on UW Flow.

  • Join SIF if you get a chance - I promise you won't regret it :)

    Jan 2025 · liked itOn UW FlowRemove this

Discussed on r/uwaterloo

4 posts and comments in 3 threads mention AFM 328, October 2017 to December 2024. Quoted word for word, newest first; each reply sits under the post and the comment that started its branch. Search r/uwaterloo for newer posts.

Winter 2018

Fall 2017

PSA: UWCourseLinker back up, disabled by default, call with [[course code]] 39 points, 31 comments

u/RayDWatson: “Testing all course codes 1/61: [[ACC604]] [[ACC605]] [[ACC606]] [[ACC607]] [[ACC608]] [[ACC609]] [[ACC610]] [[ACC611]] [[ACC620]] [[ACC621]] [[ACC622]] [[ACC623]] [[ACC624]] [[ACC625]] [[ACC626]] …”

u/RayDWatson: “… [[AFM273]] [[AFM274]] [[AFM280]] [[AFM291]] [[AFM311]] [[AFM321]] [[AFM322]] [[AFM323]] [[AFM328]] [[AFM329]] [[AFM331]] [[AFM332]] [[AFM333]] [[AFM341]] [[AFM344]] [[AFM351]] [[AFM352]] [[AFM361]] [[AFM362]] [[AFM363]] [[AFM371]] [[AFM372]] [[AFM373]] [[AFM382]] [[AFM391]] …”

u/UWCourseLinker: “… Planning AFM 322 - Derivative Securities AFM 323 - Quantitative Foundations for Finance AFM 328 - Investment Management - Junior Analyst AFM 329 - Investment Management - Senior Analyst AFM 331 - Business Strategy AFM 332 - Accounting, Assurance, and the Law AFM 333 - …”

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Check it elsewhere for Fall 2026

Calendar versions

Undergraduate Calendar