Overview

This unit explores the conceptual foundations of investment and portfolio management with a focus on using various investment strategies and techniques, including valuation models. You will learn how to analyse and measure portfolio performance against major benchmarks. In addition you will learn the relevancy of CFAI standards and ethics which … For more content click the Read More button below.

Offerings

S1-01-CAULFIELD-FLEXIBLE
S2-01-CAULFIELD-FLEXIBLE

Rules

Enrolment Rule

Contacts

Chief Examiner(s)

Dr Nafisa Ovi

Learning outcomes

On successful completion of this unit, you should be able to:
1.

critically evaluate financial market information via applying relevant trading mechanisms in order to measure risk and return of equity, shares, portfolios and the market indices

2.

research and analyse live data to determine the value and performance of securities and portfolios

3.

demonstrate problem solving skills by critically evaluating various financial instruments and applying those skills in decision making

4.

reflect on knowledge acquired over the unit through providing evidence based justification for decision making

5.

apply critical thinking, problem solving and aligned decision making by selecting high quality points of interest and analysis to produce a quality report and presentation.

Teaching approach

Problem-based learning
Enquiry-based learning
Active learning

Assessment

1 - Within semester assessment
2 - Examination

Scheduled and non-scheduled teaching activities

Tutorials

Workload requirements

Workload

Learning resources

Required resources
Technology resources

Other unit costs

Costs are indicative and subject to change.
Electronics, calculators and tools: $100