Investment Products and Financial Advising (5 cr)
Code: LX00BW93-3005
General information
Enrollment
27.05.2019 - 12.08.2019
Timing
19.08.2019 - 13.12.2019
Number of ECTS credits allocated
5 op
Mode of delivery
Contact teaching
Unit
School of Business
Campus
Leiritie 1
Teaching languages
- Finnish
Seats
20 - 35
Degree programmes
- Economics and Business Administration
Teachers
- Elisabeth Schauman
- Anne-Mari Raivio
- Henna-Liisa Palojärvi
Teacher in charge
Elisabeth Schauman
Groups
-
LXD17S1Liiketalouden tutkinto-ohjelma
Objective
On completion of the course the student will
- Understand different features of the most common investment products
- Understand the investment process
- Have knowledge of the special issues of selling financial products
Content
different investment products
- The investment process from a financial adviser’s perspective
- Marketing and selling financial products
Materials
To be announced
Teaching methods
Interactive lecture
Guided assignments
Practical work
Employer connections
n/a
Exam schedules
Kurssitentti + kaksi rästitenttimahdollisuutta.
Näytöt suoritetaan niille varattuina ajankohtina. Näyttöjä ei voi uusia/korvata/korottaa.
Student workload
5 op:n kurssi vastaa 130 työtuntia opiskelijalle:
Lähiopetus/harjoitukset 50 tuntia
Tentti/näyttökokeet 8 tuntia
Omatoimista opiskelua 72 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
Written exam
Interactive tests
Prerequisites
Finance 5 cr