CASE STUDIES IN FINANCE

FIN3CSF

2017

Credit points: 15

Subject outline

In this subject, you will examine real-life and practical case studies in various fields of finance. Through these analyses, you will gain an understanding of how theoretical concepts are applied in a practical setting. These concepts will help you to develop practical skills for analysing real-life situations as well as the communication skills required in a business environment. This subject is designed as a capstone to integrate the primary sub-discipline areas in finance major or degree programs.

SchoolLa Trobe Business School

Credit points15

Subject Co-ordinatorDarren Henry

Available to Study Abroad StudentsYes

Subject year levelYear Level 3 - UG

Exchange StudentsYes

Subject particulars

Subject rules

Prerequisites FIN2FIN or FIN1FOF

Co-requisitesN/A

Incompatible subjectsN/A

Equivalent subjectsN/A

Special conditionsN/A

Graduate capabilities & intended learning outcomes

01. Construct an investment portfolio to meet investor goals and risk profile

Activities:
Lectures, tutorials and case study work
Related graduate capabilities and elements:
Literacies and Communication Skills
Inquiry and Analytical Skills
Personal and Professional Skills

02. Acting as a corporate advisory team, develop and manage an investment and funding strategy for an organization

Activities:
Lectures, tutorials and case study work
Related graduate capabilities and elements:
Literacies and Communication Skills
Inquiry and Analytical Skills
Personal and Professional Skills
Discipline -Specific Knowledge and Skills

03. Measure and manage financial risk of a multinational firm

Activities:
Lectures, tutorials and case study work
Related graduate capabilities and elements:
Literacies and Communication Skills
Literacies and Communication Skills
Inquiry and Analytical Skills
Personal and Professional Skills

04. Critique the ethical basis of financial deciisons

Activities:
Lectures, tutorials and case study work
Related graduate capabilities and elements:
Literacies and Communication Skills
Inquiry and Analytical Skills
Personal and Professional Skills

Subject options

Select to view your study options…

Start date between: and    Key dates

Melbourne, 2017, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDarren Henry

Class requirements

Tutorial Week: 31 - 43
One 1.0 hours tutorial per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

Lecture Week: 31 - 43
One 2.0 hours lecture per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

Assessments

Assessment elementComments% ILO*
Individual case study report on portfolio construction equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. Summative assessment. This assessment task reports on the Graduate Capabilities of Inquiry/Research in Part A (portfolio construction) and Discipline Specific Knowledge and Skills in Part B (investment strategy justification).20 01, 02
Group case study report on the corporate policies of a firm equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.15 02
Group case study report on spreadsheet modelling of a project, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and spreadsheet-based elements. Summative assessment.15 02
Individual case study report on an ethical issue in finance equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve a written element. Summative assessment. This assessment task reports on the Graduate Capability of Critical Thinking.20 04
Group case study report on a firm risk management strategy, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.10 03
Individual case study report on portfolio performance review, equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. This assessment task reports on the Graduate Capability of Quantitative Literacy.20 01, 03

Sydney, 2017, Study Period 1, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDarren Henry

Class requirements

Lecture Week: 10 - 22
One 2.0 hours lecture other recurrence on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Tutorial Week: 10 - 22
One 1.0 hours tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Assessments

Assessment elementComments% ILO*
Individual case study report on portfolio construction equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. Summative assessment. This assessment task reports on the Graduate Capabilities of Inquiry/Research in Part A (portfolio construction) and Discipline Specific Knowledge and Skills in Part B (investment strategy justification).20 01, 02
Group case study report on the corporate policies of a firm equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.15 02
Group case study report on spreadsheet modelling of a project, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and spreadsheet-based elements. Summative assessment.15 02
Individual case study report on an ethical issue in finance equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve a written element. Summative assessment. This assessment task reports on the Graduate Capability of Critical Thinking.20 04
Group case study report on a firm risk management strategy, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.10 03
Individual case study report on portfolio performance review, equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. This assessment task reports on the Graduate Capability of Quantitative Literacy.20 01, 03

Sydney, 2017, Study Period 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDarren Henry

Class requirements

Lecture Week: 31 - 42
One 2.0 hours lecture per week on weekdays during the day from week 31 to week 42 and delivered via face-to-face.

Tutorial Week: 31 - 42
One 1.0 hours tutorial per week on weekdays during the day from week 31 to week 42 and delivered via face-to-face.

Assessments

Assessment elementComments% ILO*
Individual case study report on portfolio construction equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. Summative assessment. This assessment task reports on the Graduate Capabilities of Inquiry/Research in Part A (portfolio construction) and Discipline Specific Knowledge and Skills in Part B (investment strategy justification).20 01, 02
Group case study report on the corporate policies of a firm equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.15 02
Group case study report on spreadsheet modelling of a project, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and spreadsheet-based elements. Summative assessment.15 02
Individual case study report on an ethical issue in finance equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve a written element. Summative assessment. This assessment task reports on the Graduate Capability of Critical Thinking.20 04
Group case study report on a firm risk management strategy, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.10 03
Individual case study report on portfolio performance review, equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. This assessment task reports on the Graduate Capability of Quantitative Literacy.20 01, 03

Vietnam, 2017, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDarren Henry

Class requirements

Lecture Week: 31 - 43
One 2.0 hours lecture other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

Tutorial Week: 31 - 43
One 1.0 hours tutorial per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

Assessments

Assessment elementComments% ILO*
Individual case study report on portfolio construction equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. Summative assessment. This assessment task reports on the Graduate Capabilities of Inquiry/Research in Part A (portfolio construction) and Discipline Specific Knowledge and Skills in Part B (investment strategy justification).20 01, 02
Group case study report on the corporate policies of a firm equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.15 02
Group case study report on spreadsheet modelling of a project, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and spreadsheet-based elements. Summative assessment.15 02
Individual case study report on an ethical issue in finance equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve a written element. Summative assessment. This assessment task reports on the Graduate Capability of Critical Thinking.20 04
Group case study report on a firm risk management strategy, equivalent to 500 words per student.Equivalent to 500 words, and will involve both written and calculation-based elements. Summative assessment.10 03
Individual case study report on portfolio performance review, equivalent to 1,000 words per student.Equivalent to 1,000 words, and will involve both written and structural-based elements. This assessment task reports on the Graduate Capability of Quantitative Literacy.20 01, 03