AFM 329Investment Management - Senior Analyst
- Units
- 0.25
- Faculty
- Arts
When it runs
- F24
- W25
- S25
- F25
- W26
- S26
- F26
- W27
- 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 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
- Complete all of the following
- Complete 1 of the following
- Complete 1 of the following
- Enrolled in H-Accounting & Financial Management, H-Computing & Financial Management, H-Mathematics/Chartered Professional Accountancy, H-Science & Financial Management, or H-Sustainability & Financial Management
- Enrolled in H-Biotechnology/Chartered Professional Accountancy
Antirequisites
None listed.
Leads to
No course lists it as a requisite.
Fall 2026 sections
| Section | Class | Enrolled | Meets |
|---|---|---|---|
| PRJ 001 | 3389 | 4 / 10 | MW 16:00–17:20 |
Winter 2027 sections
| Section | Class | Enrolled | Meets |
|---|---|---|---|
| PRJ 001 | 3286 | 0 / 10 | TTh 16:00–17:20 |
| PRJ 701 | 1413 | 6 / 9999 | Online or by arrangement |
Reviewed on UW Flow
100% liked it100% easy100% useful
From 3 ratings and 1 comment on UW Flow. The most helpful comments, quoted as written, without names. Read them all on UW Flow.
Highly recommend you to join SIF
May 2025 · liked itOn UW FlowRemove this
Discussed on r/uwaterloo
4 posts and comments in 3 threads mention AFM 329, 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
AFM328/329 & AFM428/429 question 0 points, 3 comments
u/45321yawathrow: “… Also is it possible to take AFM328 and AFM329 together in one term?? …”
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: “… [[AFM274]] [[AFM280]] [[AFM291]] [[AFM311]] [[AFM321]] [[AFM322]] [[AFM323]] [[AFM328]] [[AFM329]] [[AFM331]] [[AFM332]] [[AFM333]] [[AFM341]] [[AFM344]] [[AFM351]] [[AFM352]] [[AFM361]] [[AFM362]] [[AFM363]] [[AFM371]] [[AFM372]] [[AFM373]] [[AFM382]] [[AFM391]] [[AFM401]] …”
u/UWCourseLinker: “… 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 - International Business AFM 341 - Accounting Information …”
Any way to disable UWCourseLinker from posting? 16 points, 26 comments
“posting a reply to my comment I find the bot annoying.”
u/Jackhofmann: “PSYCH 483 PSYCH 484 PSYCH 485 PSYCH 486 PSYCH 490R PSYCH 499A PSYCH 499B PSYCH 499C PSYCH 621 PSYCH 630 PSYCH 677A PSYCH 704A PSYCH 704B PSYCH 707 PSYCH 710 PSYCH 714 PSYCH 717 PSYCH 720A PSYCH 721A …”
u/Jackhofmann: “… 123 AFM 131 AFM 202 AFM 203 AFM 204 AFM 231 AFM 272 AFM 273 AFM 291 AFM 321 AFM 323 AFM 328 AFM 329 AFM 333 AFM 341 AFM 344 AFM 362 AFM 373 AFM 391 AFM 401 AFM 415 AFM 418 AFM 424 AFM 425 AFM 428 AFM 429 AFM 433 AFM 444 AFM 462 AFM 476 AFM 477 AFM 478 AFM 479 AFM 482 AFM 491 AHS …”
Check it elsewhere for Fall 2026
- Undergraduate Calendar, 2026–27The official entry
- Requirements for Fall 2026Waterloo’s requisite checker
- Schedule of Classes, Fall 2026Instructors, rooms, live seats
- Quest Class SearchWhere you enrol
- Course outlinesSyllabi from past terms (UW login)
- UW FlowStudent ratings and reviews
- WClassesPast sections back to 2004, and who taught them