Investment Products and Financial Advising (5 ECTS)

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 maanantaisin klo 8.30-11 (A238.1)

Materials

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

Teaching methods

Teorialuennot
Teoriatentti
Viestinnän luennot
Viestinnän harjoitukset
Näyttökokeet
Vierailu sijoitusmessuilla 26.11.2025

Exam schedules

Kurssi suoritetaan sekä teoriatentillä että näytöllä. Näyttöjä ei voi uusia/korvata.
Teoriatentti 29.10.2025. Uusinta 6.10.2025.
Pitch Perfect – Persuasive Presentations for Diverse Audiences: näyttö englanniksi 10.11.2025.
Sijoitusneuvonnan näytöt 24.11, 1.12 ja 8.12.2025.

Completion alternatives

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

Student workload

Kurssi on 5 opintopisteen kokonaisuus, joka tarkoittaa yhteensä 135 opiskelutuntia.
Luennot 27 tuntia
Harjoitukset ja sijoitusmessut 10 tuntia
Teoriatentti 3 tuntia
Näytöt 5 tuntia
Omatoiminen opiskelu 90 tuntia

Further information

The course requires attendance at lectures and assessments.

The course is taught in Finnish. However, it includes an English-language component titled Pitch Perfect – Persuasive Presentations for Diverse Audiences, which involves instruction, exercises, and a demonstration of competence conducted in English.

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

Theory exam
Communication lectures and exercises (both in Finnish and in English)
Assessments based on investment advisory situations

Qualifications

Finance and Corporate Finance or equivalent competences