Curricula

Objectives

The object of the course
Having taken the course you understand the basic concepts of investment theory and can apply them in financial advising.

Course competences
Operating in a workplace
Business competence


The learning objectives of the course
In this course you will familiarize yourself with financing theory. You can analyze different options and take well-grounded decisions on the basis of analysis. You can estimate the reliability of financial information and plan investment packages taking into account different viewpoints.

Content

The course contents include investments, choice of investment target, mutual funds, financial theory, company finance, financial markets, portfolio theory, risk management, derivatives market, financial statements, analysis and key ratios.

Time and location

The course will be implemented as a classroom teaching.

Learning materials and recommended literature

Knüpfer, Samuli – Puttonen, Vesa: ”Moderni rahoitus”. WSOY, 2012, 6. uudistettu painos, ISBN 9789526308425.
Puttonen, Vesa – Repo, Eljas: ”Miten sijoitan rahastoihin”. WSOY, 2011, 5. painos. ISBN 9789510378076.

Teaching methods

Lectures
Books
Learning tasks

Practical training and working life connections

This course will be implemented in co-operation with Nordea.

Exam dates and retake possibilities

Exam dates will be confirmed during the course.

Alternative completion methods

A corresponding course completed in another university may be accredited partially or completely. Competence acquired through informal learning may be recognized and accredited on the basis of competence test. More precise instructions can be found in Degree Regulations and in Study Guide.

Student workload

81 hours of which 6 hours of lectures, 50 hours of literature based studies and 25 hours of project work.

Content scheduling

Opintojakso alkaa luennoilla, jonka jälkeen ryhmänä tehtävä projektityö ja tentti.

Further information for students

Assignment 20 %, book exam 80 %.

Evaluation scale

0-5

Evaluation criteria, pass/failed

Pass
You understand the basic concepts of investment theory and apply them in practical financial advising. You can analyze different investment options and take well-grounded decisions on the basis of analysis. You can estimate the reliability of financial information and plan investment packages taking into account different viewpoints.

Prerequisites

-

Further information

The course is recommended for finance students only.