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FINC310 Fixed Income Security Analysis

An introduction to the products, risks, valuation and portfolio management of fixed income securities.

This course covers the valuation of fixed income (interest) securities and derivatives and their uses in a portfolio construction and hedging.

Paper title Fixed Income Security Analysis
Paper code FINC310
Subject Finance
EFTS 0.1500
Points 18 points
Teaching period Second Semester
Domestic Tuition Fees (NZD) $846.30
International Tuition Fees (NZD) $4,073.10

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FINC 202 and (FINC 102 or FINQ 102 or QUAN 102)
Schedule C
Teaching staff

To be advised when paper next offered

Teaching Arrangements
Lectures and tutorials.
Bond Markets, Analysis and Strategies (8th edition), by Frank J. Fabozzi, Prentice Hall.
Course outline
View the course outline for FINC 310
Graduate Attributes Emphasised
Communication, Critical thinking, Self-motivation.
View more information about Otago's graduate attributes.
Learning Outcomes
The main goals of this paper are:
  1. to give students a solid grounding in the characteristics and valuation of debt securities; and,
  2. how to manage a portfolio of fixed income securities and their risks.
It roughly follows the fixed income section of the CFA® Program-™s Candidate Body of Knowledgeâ„¢. The CFA Institute regularly surveys members and other financial professionals to update the required knowledge. This course will cover a good deal of this required knowledge.

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Second Semester

Teaching method
This paper is taught On Campus
Learning management system


Stream Days Times Weeks
A1 Monday 15:00-15:50 28-34, 36-41
Wednesday 15:00-16:50 28-34, 36-41


Stream Days Times Weeks
Attend one stream from
A1 Tuesday 12:00-12:50 28-34, 36-41
A2 Tuesday 15:00-15:50 28-34, 36-41