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Financial Analysis and Investment Management: Course Outline (MS A & F)

Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project.

Course Outline

Course Description

This is an introductory course in investments. It provides a comprehensive coverage of basic concepts, theories, applications and decision-making rules in financial investments. In particular, the course will focus on the analysis of stocks, bonds, options and other derivative securities. Additionally, the course will examine the role and performance of portfolio managers, mutual funds and other investment companies.

On completion, students should be knowledgeable in investment management in preparation for careers in financial analysis, financial planning, investment banking, portfolio management, and corporate finance. The topics covered in this course will overlap with some of the topics for the Chartered Financial Analysts (CFA) Level I and II examinations, such as quantitative analysis, equity securities analysis and portfolio management. More generally, this course should prove useful for the management of your personal investments.

Learning Outcome

On completion of the course, students are expected to:

  • to describe and to analyze the investment environment, different types of investment vehicles; 
  • to understand and to explain the logic of investment process and the contents of its’ each stage;
  • to use the quantitative methods for investment decision making – to calculate risk and expected return of various investment tools and the investment portfolio;
  • to distinguish concepts of portfolio theory and apply its’ principals in the process of investment portfolio formation;
  • to analyze and to evaluate relevance of stocks, bonds, options for the investments; • to understand the psychological issues in investment decision making;
  • to know active and passive investment strategies and to apply them in practice.

COURSE CONTENT

Week 01

Investment Settings

Week 02, 03

Organization And Functioning Of Securities Market

Week 04

Security market indicator series

Week 05

Introduction to efficient market hypothesis

Week 06 & 07

An introduction to portfolio management

An introduction to asset pricing models

Week 08&09

An introduction to asset pricing models

Week 10

Security valuation

Week 11

Stock market analysis

Week 12

Technical analysis

Week 13 & 14

Introduction to behavioral finance

Introduction to financial derivatives

Week 15&16

Forwards, Futures, Options & Swaps

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