Study Guide

Objective

Students are able to define the basic concepts of financial investment activities. They can list the stages of the planning and implementation of investments. Students know how to evolve a portfolio management project by means of online portfolio software. They can work out calculations to support for investment decisions. They know how to use market and accounting based ratios and how to interpret them in critical assessment of investment plan. Students know how to plan and draw up a report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of comprehensive investment planning for investors in the domestic and foreign financial markets.

Content

- Concepts and basic issues in financial investment activities
- Portfolio management as a part of comprehensive financial management
- Significance of portfolio management for investors
- Principles of investments: financial and security markets, stock exchange, choosing and timing of investments, mutual funds as an investment object,
taxation of investments, investments in international financial markets
- Principles of investment portfolio management
- Tools for financial investment planning
- Drawing up a portfolio management report
- Thematic interview with an investment expert

Evaluation scale

1-5

Assessment criteria, satisfactory (1)

Satisfactory (1-2): The student has carried out work and participated as instructed. Students are able to define the basic concepts of financial investment activities. They can list the stages of the planning and implementation of investment process. Students know how to evolve a simple portfolio management project by means of online portfolio software. They know how to use basic market and accounting based ratios and how to interpret them in an assessment of investment plan. Students know how to plan and draw up a simple report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of investment planning for investors in the domestic and foreign financial markets.

Assessment criteria, good (3)

Good (3-4): The student has carried out work well and participated actively. Students are able to define the concepts of financial investment activities. They can list the stages of the planning and implementation of investment process. Students know how to evolve a portfolio management project by means of online portfolio software. They know how to use market and accounting based ratios and how to interpret them in an assessment of investment plan. Students know how to plan and draw up a report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of investment planning for investors in the domestic and foreign financial markets.

Assessment criteria, excellent (5)

Excellent (5): The student has carried out work to an excellent standard and participated actively and constructively. Students are able to define the concepts of financial investment activities accurately. They can list the stages of the planning and implementation of investment process logically. Students know how to evolve a comprehensive portfolio management project by means of online portfolio software. They know how to use market and accounting based ratios and how to interpret them in critical assessment of investment plan. Students know how to plan and draw up a comprehensive report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of comprehensive investment planning for investors in the domestic and foreign financial markets.

Qualifications

No previous studies are required.

Further information

The course is taught at Seinäjoki Business School, Frami F, Kampusranta 11.