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

Course Outline

Contents
COURSE PLAN

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