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

Teaching approach

Active learning
Enquiry-based learning
Problem-based learning

Assessment

1 - Within semester assessment
2 - Examination
3 - Exercise
4 - Written
5 - 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