fin3csf case studies in finance
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-ordinatorAngela Lou
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(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)
Subject options
Select to view your study options…
Melbourne, 2018, Semester 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Enrolment information
Subject Instance Co-ordinatorAngela Lou
Class requirements
LectureWeek: 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.
TutorialWeek: 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 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 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-ordinatorAngela Lou
Class requirements
LectureWeek: 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.
TutorialWeek: 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 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 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-ordinatorAngela Lou
Class requirements
LectureWeek: 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.
TutorialWeek: 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 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 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-ordinatorAngela Lou
Class requirements
LectureWeek: 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.
TutorialWeek: 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 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 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-ordinatorAngela Lou
Class requirements
LectureWeek: 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.
TutorialWeek: 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 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 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 |