Opinto-opas

Objective

On completion of the course the student will have basic knowledge of financial theory related to investments. The student will also be able to
- Read and evaluate different data from financial markets
- Calculate the risk and return for different investment objects
- Build a stock portfolio from real market data and manage the portfolio during the course.

Content

- Financial markets
- Financial theory
- pricing of financial instruments
- portfolio theory

Materials

Niskanen & Niskanen: Yritysrahoitus, Edita (chapters 2,5,6 ja 7).
Bodie, Kane & Marcus: Investments, 11th Ed. McGraw/Hill
Alternative reading:
NIkkinen & Rothovius & Sahlström: Arvopaperisijoittaminen, WSOY (chapters 1-5)
Berk DeMarzo: Corporate Finance, Pearson, (chapters 10,11 ja 13).

Teaching methods

Lectures
Exercises
Moodle assignments
Portfolio exercise in group
Participation in the Investment Fair
Guest Lecturer

Employer connections

Sijoitusmessut (Sijoitus-Invest 26.–27.11.2019 Helsingin Messukeskuksessa)
Sijoitusharjoitus ryhmässä (3-4 opiskelijaa per ryhmä)
Vieraileva luennoitsija

Exam schedules

Kurssitentti
Kaksi uusintamahdollisuutta rästitenteissä.

Completion alternatives

Tuition in Finnish

Student workload

5 op:n kurssi vastaa 130 työtuntia opiskelijalle:
luennot/vierailut/tentti 60 tuntia
sijoitusharjoitus 25 tuntia
Itseopiskelua 45 tuntia

Further information

Tuition in Finnish

Evaluation scale

0-5

Assessment criteria, satisfactory (1)

Students have achieved the course objectives fairly. Students will be able to identify, define and use the course subject area’s concepts and models. The student understands the criteria and principles of the expertise development.

Assessment criteria, good (3)

Students have achieved the course objectives well, even though the knowledge and skills need improvement on some areas. Students are able to define the course concepts and models and are able to justify the analysis. The student is able to apply their knowledge in leisure, study and work situations. The student understands the importance of expertise in the field of business and is able to analyze his/her own expertise.

Assessment criteria, excellent (5)

Students have achieved the objectives of the course with excellent marks. Students master commendably the course subject area’s concepts and models. Students are able to make justified and fluent analysis and to present concrete development measures. The students are well prepared to apply their knowledge in leisure, study and work situations. Students are able to analyze the business sector expertise and the evolvement of their own expertise.

Assessment criteria, approved/failed

Students have achieved the course objectives fairly. Students will be able to identify, define and use the course subject area’s concepts and models. The student understands the criteria and principles of the expertise development.

Assessment methods and criteria

Exam 60%
Portfolio exercise 30%
Other 10%

Qualifications

Finance 5 cr