Study Guide

Objective

Upon completion of the course, the student will be familiar with the most common investment products. S/he will understand the special features of various investment products and will be able to apply this knowledge to practice. In addition, s/he will be knowledgeable about investment processes in general and will communicate effectively and appropriately while advising a variety of clients in Finnish and in English.

Content

- Main categories of investment products
- The investment process from a financial adviser’s perspective
- Marketing and selling financial products in Finnish and English

Location and time

Luennot maanantaisin klo 11-14 (A238.1)

Materials

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

Teaching methods

Luennot
Teoriatentti
Viestinnän luennot
Viestinnän harjoitukset
Näyttökokeet
Vierailu sijoitusmessuilla 14.11.2023

Exam schedules

Kurssi suoritetaan sekä teoriatentillä että näytöllä. Näyttöjä ei voi uusia.

Completion alternatives

Huom! Tämä kurssi vaatii läsnäoloa luennoilla ja näytöissä.
Kurssi suoritetaan teoriatentillä ja käytännän näytöillä. Näyttöjä ei voi korvata.

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.

Assessment methods and criteria

Teorialuennot
Teoriatentti
Viestinnän luennot ja harjoitukset
Näyttöjä sijoitusneuvontatilanteesta

Prerequisites

Finance and Corporate Finance or equivalent competences