Investment Products and Financial Advising (5 cr)

Objective

Upon completion of the course, students will be familiar with the most common investment products. The student understands the characteristics of investment products and is able to apply what he/she has learned in practice. Students will be able to manage the investment process and communicate effectively and appropriately in an investment advisory situation. The student will be able to present and discuss investment products and investing in a convincing manner. They can adapt their language to the target audience.

Content

- Most common investment products
- The investment process from an investment adviser's perspective
- Sales and marketing of investment products in both Finnish and English
- Simulated investment fairs and investment advice situation

Location and time

Luennot tiistaisin klo 8-11 (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

Teorialuennot
Teoriatentti
Viestinnän luennot
Viestinnän harjoitukset
Näyttökokeet
Vierailu sijoitusmessuilla 28.11.2024

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 will be in Finnish; however, on Pitch Day (Wednesday, 11.12.2024) and during the preparatory session for Pitch Day (Tuesday, 26.11.2024), the teacher(s) and students will use English.

If students have a valid reason for not attending the Pitch Day activities in person, they should ask Senior Lecturer Rebecca Kihlman for permission to complete a compensatory task before the Pitch Day activities begin.

If a student misses Pitch Day due to illness, they must provide a doctor's note to be eligible to do the compensatory task.

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

Teoriatentti
Viestinnän luennot ja harjoitukset
Näyttöjä sijoitusneuvontatilanteesta

Qualifications

Finance and Corporate Finance or equivalent competences