THOMPSON RIVERS UNIVERSITY

FNCE 3150: Portfolio and Equity Analysis

Comprehensive Revision Guide and Notes 2026

Part 01: About This Guide

Part 02: Sample Examination

Part 03: Suggested Solutions to Exam Paper

Part 04: Study Tips for Students

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FNCE 3150: Portfolio and Equity Analysis (Solutions) - at TRU

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ACADEMIC YEAR 2026 - 2027

University	Thompson Rivers University
School	Business & Economics
Course Code	FNCE 3150
Course Title	Portfolio and Equity Analysis
Notes Title	Comprehensive Revision Guide and Notes
Page Length	28

A comprehensive and easy-to-understand set of notes covering all examinable topics for the FNCE 3150: Portfolio and Equity Analysis at TRU. These notes offer vital information on exam format, what will be on the exam and key concepts you should be focusing your studies on. The purpose of this guide is to provide a logical structure for the topics that make up the course, to emphasize and explain the important concepts and methods in each topic, and to provide initial examples to which the concepts and methods are applied. This guide will get you way up to speed on the course you'll know it so well - in fact, you will pass the final examination.

Students examine the different types of financial assets, the markets in which they trade, and how investors structure these assets into diversified portfolios to meet their financial objectives. Emphasis is placed on the valuation of equity securities. Topics include an introduction to risk and return; types of securities and the investment process; mutual funds; stock market and common stock valuation; stock price behaviour, market efficiency, and behavioral finance; technical analysis; fundamental analysis; return, risk and security market line; and portfolio management and performance evaluation.

* Prerequisites: FNCE 2120 minimum C+, ECON 2330 minimum C-, or equivalent.

* Note: Students may not receive credit for more than one of FNCE 3150, FNCE 3151, BBUS 3150 or BBUS 3151.

COURSE CODE	COURSE NAME
ACCT 2210	Financial Accounting
ACCT 2250	Management Accounting
ACCT 3200	Intermediate Financial Accounting 1
ACCT 3210	Intermediate Financial Accounting 2
BLAW 2910	Commercial Law
ECON 1900	Principles of Microeconomics
ECON 1950	Principles of Macroeconomics
ECON 2320	Economics and Business Statistics 1
ECON 3040	Managerial Economics
ECON 3330	Applied Statistics for Economics
ECON 4330	Forecasting in Business and Economics
FNCE 2120	Financial Management
FNCE 3150	Portfolio and Equity Analysis
FNCE 3180	Derivative Securities
FNCE 4130	Advanced Financial Management
FNCE 4190	Financial Institutions Management
MKTG 2430	Introduction to Marketing
ORGB 2810	Organizational Behaviour
STAT 1200	Introduction to Statistics

MITCA

Updated for 2026

FNCE 3150: Portfolio and Equity Analysis (Solutions) - at TRU

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