Basics of Investment Activities (3cr)
Code: KD07DVLA01-3001
General information
- Enrollment
- 21.12.2016 - 06.03.2017
- Registration for the implementation has ended.
- Timing
- 23.03.2017 - 18.05.2017
- Implementation has ended.
- Number of ECTS credits allocated
- 3 cr
- Local portion
- 3 cr
- Mode of delivery
- Contact learning
- Teaching languages
- Finnish
- Degree programmes
- Free Choice Studies
- Teachers
- Erkki Kytönen
- Course
- KD07DVLA01
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 financial 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.
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
- Principles of investment portfolio management
- Tools for financial investment planning
- Drawing up a portfolio management report
Teaching methods
Lectures and independent work
Assessment criteria, satisfactory (1)
Will be announced at the beginning of the course.
Qualifications
No previous studies are required.