CASE STUDIES IN FINANCE

FIN3CSF

2019

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

PrerequisitesN/A

Co-requisites FIN3CFI and FIN3IPM

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,Speaking,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. Develop and manage an investment and funding strategy for an organization or project.

Activities:
Lectures, tutorials and case study work
Related graduate capabilities and elements:
Literacies and Communication Skills (Writing,Speaking,Quantitative Literacy)
Literacies and Communication Skills (Writing,Speaking,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 an international - protfolio or multinational firm

Activities:
Lectures, tutorials and case study work
Related graduate capabilities and elements:
Literacies and Communication Skills (Writing,Speaking,Quantitative Literacy)
Literacies and Communication Skills (Writing,Speaking,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 decisions

Activities:
Lectures, tutorials and case study work
Related graduate capabilities and elements:
Literacies and Communication Skills (Writing,Speaking,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…

Start date between: and    Key dates

Melbourne, 2019, 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*
Two Individual 1500 word case study spreadsheet models and reportsEquivalent to 1500 words, and 30% each involving both written and spreadsheet modelling elements. This assessment task reports on the Graduate Capabilities of Inquiry/Research, Quantitative Literacy and Discipline Specific Knowledge.60 01, 02, 03
Group negotiation simulation and report (500 words per student)Equivalent to 500 words per student plus 3 minutes peer student presentation.30 02
Individual ethics presentation (5 minutes per student equivalent to 500 words)This assessment task reports on the Graduate Capability of Critical Thinking.10 04

Melbourne, 2019, 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*
Two Individual 1500 word case study spreadsheet models and reportsEquivalent to 1500 words, and 30% each involving both written and spreadsheet modelling elements. This assessment task reports on the Graduate Capabilities of Inquiry/Research, Quantitative Literacy and Discipline Specific Knowledge.60 01, 02, 03
Group negotiation simulation and report (500 words per student)Equivalent to 500 words per student plus 3 minutes peer student presentation.30 02
Individual ethics presentation (5 minutes per student equivalent to 500 words)This assessment task reports on the Graduate Capability of Critical Thinking.10 04

Sydney, 2019, 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*
Two Individual 1500 word case study spreadsheet models and reportsEquivalent to 1500 words, and 30% each involving both written and spreadsheet modelling elements. This assessment task reports on the Graduate Capabilities of Inquiry/Research, Quantitative Literacy and Discipline Specific Knowledge.60 01, 02, 03
Group negotiation simulation and report (500 words per student)Equivalent to 500 words per student plus 3 minutes peer student presentation.30 02
Individual ethics presentation (5 minutes per student equivalent to 500 words)This assessment task reports on the Graduate Capability of Critical Thinking.10 04

Sydney, 2019, 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*
Two Individual 1500 word case study spreadsheet models and reportsEquivalent to 1500 words, and 30% each involving both written and spreadsheet modelling elements. This assessment task reports on the Graduate Capabilities of Inquiry/Research, Quantitative Literacy and Discipline Specific Knowledge.60 01, 02, 03
Group negotiation simulation and report (500 words per student)Equivalent to 500 words per student plus 3 minutes peer student presentation.30 02
Individual ethics presentation (5 minutes per student equivalent to 500 words)This assessment task reports on the Graduate Capability of Critical Thinking.10 04

Vietnam (Hanoi University), 2019, 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*
Two Individual 1500 word case study spreadsheet models and reportsEquivalent to 1500 words, and 30% each involving both written and spreadsheet modelling elements. This assessment task reports on the Graduate Capabilities of Inquiry/Research, Quantitative Literacy and Discipline Specific Knowledge.60 01, 02, 03
Group negotiation simulation and report (500 words per student)Equivalent to 500 words per student plus 3 minutes peer student presentation.30 02
Individual ethics presentation (5 minutes per student equivalent to 500 words)This assessment task reports on the Graduate Capability of Critical Thinking.10 04