Investment Products and Financial Advising (5 ECTS)

Location and time

Luennot pidetään Leiritien kampuksella

Materials

Kallunki, Martikainen, Niemelä: Ammattimainen Sijoittaminen. (Alma Talent 2019).
Pörssisäätiön oppaat:
1) Osakeopas
2) Rahasto-opas
3) Korko-opas
4) Sijoittajan sielunelämä
Sijoitustuotteiden esitteitä Internetissä

Completion alternatives

Kurssilla on kaksi erillistä näyttöä, joissa vaaditaan opiskelijan läsnäolo. Näitä ei voi korvata.

Evaluation methods and criteria

40% Theory exam
25% Simulations of product presentation at an investment fair (English)
20% Simulation of financial advisory discussion (Finnish)
10% Report from the Investment Fair
5% Attendance at lectures

Content scheduling

Kurssi on kolmijakoinen. Kokonaisuus on 5 opintopistettä, josta 3 op on rahoitusta, 1 op on viestintää ja 1 op on englanninkielistä viestintää. Kurssi on osa rahoituksen moduulia sijoittaminen.

Teaching methods

Lectures
Theory exam
Communication lectures
Presentations

Further information

Tuition in Finnish

Evaluation scale

0-5

Assessment criteria, satisfactory (1)

The student has achieved the course objectives fairly. The student 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)

The student has achieved the course objectives well, even though the knowledge and skills need improvement on some areas. The student is able to define the course concepts and models and are able to justify the analysis. The student is able to apply his/her 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)

The student has achieved the objectives of the course with excellent marks. The student masters commendably the course subject area’s concepts and models. The student is able to make justified and fluent analysis and to present concrete development measures. The student is well prepared to apply his/her knowledge in leisure, study and work situations. The student is able to analyze the business sector expertise and the development of his/her own expertise.

Assessment criteria, approved/failed

The student has achieved the course objectives fairly. The student 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.

Further information

Tuition in Finnish