Nordea Specialization Studies I (3 cr)

Evaluation scale

0-5

Objective

The aim of the studies is to develop the expertise competencies in the chosen field of financing. Having taken the course the student knows how the theory of finance is applied to financial advice and customer service in practical situations.

Content

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.

Materials

Knüpfer, S. & Puttonen, V. 2012. Moderni rahoitus. Helsinki: WSOY. Puttonen, V. & Repo, E. 2011. Miten sijoitan rahastoihin. Helsinki: WSOY.

Completion alternatives

Assignment 20 %, book exam 80 %.

Student workload

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

Assessment criteria, satisfactory (1)

5 (Excellent): The student understands the purpose of investment activities, is familiar with the core concepts and theories of investing and knows how to apply them in selling situations according to recommended strategy of the bank. The student is familiar with financial markets and follows them actively. The student knows how to find suitable financing instruments for the consumer. The student knows how to examine the risks and benefits of different investment options and is able to justify the choices.
4 (Very Good): The student understands the purpose of investment activities and is familiar with the core concepts and theories of investing. The student is familiar with financial markets and has the prerequisites needed to follow them. The student knows how to find suitable financing instruments for the consumer. The student knows how to examine the risks and benefits of different investment options and is able to justify the choices.
3 (Good): The student understands the purpose of investment activities and is familiar with the core concepts and theories of investing. The student is familiar with financial markets. The student knows how to find suitable financing instruments for consumer. The student knows how to examine the risks and benefits of different investment options.
2 (Satisfactory): The student perceives the purpose of investment activities and is familiar with some of the core concepts and theories of investing. The student is familiar with the basic elements of financial markets, but is not able to apply this information extensively when examining the suitable financing instruments for the consumer. Examination of risks and benefits of different investing options is lacking.
1 (Sufficient): The student perceives the purpose of investment activities and memorizes some of the core concepts and theories of investing. The student recognizes the basic elements of financial markets, but is not able to apply this information when examining the suitable financing instruments for the consumer or examine the risks and benefits of different investing options.
0 (Fail): The student does not perceive the purpose of investment activities, nor does he/she recognize the core concepts of investing activities, theories or the basic elements of financial markets. The student is not able to find suitable financial instruments for the consumer or to examine the risks and benefits of different investing options.

Assessment criteria, good (3)

3 (Good): The student understands the purpose of investment activities and is familiar with the core concepts and theories of investing. The student is familiar with financial markets. The student knows how to find suitable financing instruments for consumer. The student knows how to examine the risks and benefits of different investment options.4 (Very Good): The student understands the purpose of investment activities and is familiar with the core concepts and theories of investing. The student is familiar with financial markets and has the prerequisites needed to follow them. The student knows how to find suitable financing instruments for the consumer. The student knows how to examine the risks and benefits of different investment options and is able to justify the choices.

Assessment criteria, excellent (5)

5 (Excellent): The student understands the purpose of investment activities, is familiar with the core concepts and theories of investing and knows how to apply them in selling situations according to recommended strategy of the bank. The student is familiar with financial markets and follows them actively. The student knows how to find suitable financing instruments for the consumer. The student knows how to examine the risks and benefits of different investment options and is able to justify the choices.

Qualifications

-

Further information

Only students participating in Financial specialisation studies can choose this course. It is not possible to enroll in the course in ASIO.