Investment Products and Financial Advising (5 ECTS)

Code: LX00BW93-3008

General information

Enrollment: 30.11.2020 - 10.01.2021; Registration for the implementation has ended.

Timing: 21.01.2021 - 25.03.2021; Implementation has ended.

Number of ECTS credits allocated: 5 ECTS

Mode of delivery: On-campus

Campus: Leiritie 1

Teaching languages: Finnish

Seats: 20 - 35

Degree programmes: Economics and Business Administration

Teachers: Elisabeth Schauman; Rebecca Kihlman; Henna-Liisa Palojärvi

Teacher in charge: Anne Perkiö

Course: LX00BW93

No reservations found for implementation LX00BW93-3008!

Learning outcomes

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

Prerequisites

Finance 5 cr

Teaching methods

Interactive lectures
Guided assignments
Practical work

Learning materials and recommended literature

Tuition in Finnish

Alternative completion methods of implementation

Kurssilla teoriatentti ja kaksi näyttöä. Kurssi vaati läsnäolo luennoilla.

Content scheduling

Toteutetaan intensiivikurssina torstai iltaisin (viikot 3-11).

Further information for students

Tuition in Finnish

Assessment methods and criteria

Written exam
Interactive tests

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.