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Financial Markets and the Investment Portfolio (5 cr)

Code: 3101101-3007

General information


Enrollment

03.08.2024 - 01.09.2024

Timing

02.09.2024 - 31.12.2024

Number of ECTS credits allocated

5 op

Mode of delivery

Contact teaching

Unit

Engineering and Business

Campus

Kupittaa Campus

Teaching languages

  • Finnish

Degree programmes

  • Degree Programme in Professional Sales

Teachers

  • Jukka Rantala

Groups

  • PMYYFS22
    Finacial Services
  • LIPATMODSijoittaminenJaVarallisuus
  • 05.09.2024 08:00 - 11:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 12.09.2024 08:00 - 11:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 19.09.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 26.09.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 03.10.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 10.10.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 24.10.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 31.10.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 07.11.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 14.11.2024 08:00 - 11:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 21.11.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 28.11.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 05.12.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 12.12.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007
  • 19.12.2024 13:00 - 16:00, Rahoitusmarkkinat ja sijoitusportfolio 3101101-3007

Objective

  
Students are able to compare different investment options and general financial market trends and can explain the activity in general. Students learn to identify investment targets and market-related risks. Students learn to classify the individual investment opportunity. Students are able to apply basic risk diversification and portfolio management, as well as be able to find an appropriate investment target for an investor.  

Content

- Financial Markets and Investment
- The Value of Money and Investment
- The Risk Profiles, Risk and Risk management
- Investment instruments
- Hedging and Investment portfolios  
 
 

Location and time

Sepänkatu 3.9.- 31.12.2018

Materials

The electronic material provided by the lecturer in IT´s and the literature agreed upon at the beginning of studies, as well as the APV 1 material as applicable.

Teaching methods

Learning takes place through applied problem-based learning, in which the theoretical part is applied in practice through various news, assignments, exercises and case materials.

Employer connections

During implementation, some of the content may be linked to a project related to an outsourcer or an internal partner's assignment, project, or other project content.

Exam schedules

Agreed with the learners at the beginning of the implementation.

International connections

In the teaching, innovation pedagogy is applied, which is applied during lectures and exercises, as well as in assignments. The focus is on practical activities derived from the central theoretical material. The content of the implementation is actively linked to news and events at the time of implementation. Active connection to the general economic situation at the time of implementation and reported economic information is used to support the theoretical material of the teaching.

Completion alternatives

*

Student workload

Exercises, essay, exam and Case. The student's total workload is 5 credits. about 135 hours. Most of the assignments are given as oral assignments in connection with the lectures and the theoretical topic, and they are not repeated by the lecturer. The goal of oral assignments is to simulate normal working life and assignments given by internal or external customers of the organization. Assignments typically include the theoretical material presented in the lectures, which is connected to current news or events in the teaching.

Content scheduling

Financial markets and investment
Value of money and investment
Risk profiles, risk and risk management
Investment Instruments
Diversification and investment portfolios

Further information

A possible investment-related familiarization trip to Helsinki.

Evaluation scale

H-5

Assessment methods and criteria

Exercises, case and participation in work 60%. Exam 40%. Can be agreed on more detailed at the beginning of the lectures.

Assessment criteria, fail (0)

Not doing exercises and/or working and exercises less than 50% of the total score. Exam performance below 50% of the total score and/or possible cross- and peer evaluation for group assignments is acceptable.

Assessment criteria, satisfactory (1-2)

All exercises completed and participation in work can be evaluated for tasks that require participation. With regard to group assignments, possible cross- and peer evaluation is carried out acceptably. Exercises All tasks and Case(s) done and returned. The total score of assignments and Case 50% - 65% of the total score.

Assessment criteria, good (3-4)

All exercises completed and participation in work can be evaluated for tasks that require participation. With regard to group assignments, possible cross- and peer evaluation is carried out acceptably. All tasks and Case(s) done and returned. The total score for assignments and Case 66% - 85% of the total score.

Assessment criteria, excellent (5)

All exercises completed and participation in work can be evaluated for tasks that require participation. Regarding group assignments, possible cross- and peer evaluation is carried out acceptably. All tasks and Case(s) done and returned. The total score of the assignments and Case is more than 85% of the total score.