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.
School: La Trobe Business School
Credit points: 15
Subject Co-ordinator: Darren Henry
Available to Study Abroad Students: Yes
Subject year level: Year Level 3 - UG
Exchange Students: Yes
Subject particulars
Subject rules
Prerequisites: FIN2FIN or FIN1FOF
Co-requisites: N/A
Incompatible subjects: N/A
Equivalent subjects: N/A
Special conditions: N/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(Writing,Quantitative Literacy)
- Inquiry and Analytical Skills(Critical Thinking,Creative Problem-solving,Inquiry/Research)
- Personal and Professional Skills(Teamwork including leadership and working in groups,Ethical behaviour,Study and Learning 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(Writing,Quantitative Literacy)
- Inquiry and Analytical Skills(Critical Thinking,Creative Problem-solving,Inquiry/Research)
- Personal and Professional Skills(Teamwork including leadership and working in groups,Ethical behaviour,Study and Learning Skills)
- Discipline -Specific Knowledge and 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(Writing,Quantitative Literacy)
- Literacies and Communication Skills(Writing,Quantitative Literacy)
- Inquiry and Analytical Skills(Critical Thinking,Creative Problem-solving,Inquiry/Research)
- Personal and Professional Skills(Teamwork including leadership and working in groups,Ethical behaviour,Study and Learning 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(Writing,Quantitative Literacy)
- Inquiry and Analytical Skills(Critical Thinking,Creative Problem-solving,Inquiry/Research)
- Personal and Professional Skills(Teamwork including leadership and working in groups,Ethical behaviour,Study and Learning Skills)
Melbourne, 2017, Semester 2, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
Class requirements
TutorialWeek: 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.
LectureWeek: 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 element | Comments | % | 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 enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
Class requirements
LectureWeek: 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.
TutorialWeek: 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 element | Comments | % | 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 enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
Class requirements
LectureWeek: 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.
TutorialWeek: 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 element | Comments | % | 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 enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
Class requirements
LectureWeek: 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.
TutorialWeek: 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 element | Comments | % | 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 |