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.
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: N/A
Co-requisites: FIN3CFI and FIN3IPM
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,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)
Melbourne, 2019, 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 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* |
|---|---|---|---|
| Two Individual 1500 word case study spreadsheet models and reports | Equivalent 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 enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
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* |
|---|---|---|---|
| Two Individual 1500 word case study spreadsheet models and reports | Equivalent 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 enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
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* |
|---|---|---|---|
| Two Individual 1500 word case study spreadsheet models and reports | Equivalent 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 enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
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* |
|---|---|---|---|
| Two Individual 1500 word case study spreadsheet models and reports | Equivalent 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 enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Darren Henry
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* |
|---|---|---|---|
| Two Individual 1500 word case study spreadsheet models and reports | Equivalent 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 |