CASE STUDIES IN FINANCE

FIN3CSF

2018

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, 2018, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDarren Henry

Class requirements

Tutorial Week: 31 - 43
One 2.0 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 1.0 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 1,000 words, and will involve both written and calculation-based elements. Summative assessment.20 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.20 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
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

Melbourne, 2018, Semester 1, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDarren Henry

Class requirements

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

Tutorial Week: 10 - 22
One 2.0 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 1,000 words, and will involve both written and calculation-based elements. Summative assessment.20 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.20 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
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, 2018, 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 1.0 hours lecture per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Tutorial Week: 10 - 22
One 2.0 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 1,000 words, and will involve both written and calculation-based elements. Summative assessment.20 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.20 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
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, 2018, 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 1.0 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 2.0 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 1,000 words, and will involve both written and calculation-based elements. Summative assessment.20 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.20 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
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, 2018, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorDarren Henry

Class requirements

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

Tutorial Week: 31 - 43
One 2.0 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 1,000 words, and will involve both written and calculation-based elements. Summative assessment.20 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.20 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
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