STATISTICS FOR BUSINESS AND FINANCE

BUS5SBF

2020

Credit points: 15

Subject outline

In this subject you will develop basic to advanced quantitative and data analytic skills to investigate real life problems in accounting, business and finance. You will focus on volatility measure of portfolio risk return distributions, basic concepts of probability and statistics, methods of statistical inference, measure of linear relationship between various business and financial variables including regression analysis. There is a strong emphasis on the application of these techniques to real world problems in business and finance using MS-Excel (Optional-R language). This subject lays a solid foundation to the further study of advanced data analytics tools applied in business and finance. The contents of the subject are in line with 'Chartered Financial Analyst - CFA' quantitative analysis curriculum and hence follows CFA textbook.

School: La Trobe Business School (Pre 2022)

Credit points: 15

Subject Co-ordinator: Yuji Tamura

Available to Study Abroad/Exchange Students: Yes

Subject year level: Year Level 5 - Masters

Available as Elective: Yes

Learning Activities: N/A

Capstone subject: No

Subject particulars

Subject rules

Prerequisites: N/A

Co-requisites: N/A

Incompatible subjects: FIN5SBF

Equivalent subjects: FIN5SBF

Quota Management Strategy: N/A

Quota-conditions or rules: N/A

Special conditions: N/A

Minimum credit point requirement: N/A

Assumed knowledge: N/A

Learning resources

Quantitive Investment Analysis

Resource Type: Book

Resource Requirement: Prescribed

Author: DeFusco, R, McLeavy,D., Pinto, J., Runkle,D.

Year: 2015

Edition/Volume: 3rd EDN

Publisher: JOHN WILEY

ISBN: N/A

Chapter/article title: N/A

Chapter/issue: N/A

URL: N/A

Other description: N/A

Source location: N/A

Weekly Workbooks

Resource Type: Other resource

Resource Requirement: Prescribed

Author: Manzoor, M. and Bhatti, I

Year: 2018

Edition/Volume: N/A

Publisher: La Trobe Business School

ISBN: N/A

Chapter/article title: N/A

Chapter/issue: N/A

URL: N/A

Other description: N/A

Source location: N/A

Quantitative Investment Analysis Workbook

Resource Type: Book

Resource Requirement: Prereading

Author: DeFusco, R, McLeavy,D., Pinto, J., Runkle,D.

Year: 2015

Edition/Volume: 3rd EDN

Publisher: JOHN WILEY

ISBN: N/A

Chapter/article title: N/A

Chapter/issue: N/A

URL: N/A

Other description: N/A

Source location: N/A

Business Statistics: Australia New Zealand

Resource Type: Book

Resource Requirement: Recommended

Author: Selvanathan, E. A., Selvanathan, S., and Keller, G.

Year: 2017

Edition/Volume: N/A

Publisher: Cengage AU

ISBN: N/A

Chapter/article title: N/A

Chapter/issue: N/A

URL: N/A

Other description: N/A

Source location: N/A

Career Ready

Career-focused: No

Work-based learning: No

Self sourced or Uni sourced: N/A

Entire subject or partial subject: N/A

Total hours/days required: N/A

Location of WBL activity (region): N/A

WBL addtional requirements: N/A

Graduate capabilities & intended learning outcomes

Graduate Capabilities

COMMUNICATION - Communicating and Influencing
DISCIPLINE KNOWLEDGE AND SKILLS
INQUIRY AND ANALYSIS - Creativity and Innovation
INQUIRY AND ANALYSIS - Critical Thinking and Problem Solving
INQUIRY AND ANALYSIS - Research and Evidence-Based Inquiry

Intended Learning Outcomes

01. Apply and interpret concepts of descriptive statistics to real life data and interpretation of results
02. Apply probability theory in business and financial decision making
03. Use sampling methods to estimate and infer accounting, economics and financial models
04. Competency in estimating linear regression models and testing hypothesis
05. Ability to present work in a professional manner

Bendigo, 2020, Semester 1, Day

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 13 - 22
One 2.00 hours seminar every three weeks on weekdays during the day from week 13 to week 22 and delivered via face-to-face.

WorkShopWeek: 13 - 22
One 2.00 hours workshop per week on weekdays during the day from week 13 to week 22 and delivered via blended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

Melbourne (Bundoora), 2020, Semester 1, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 10 - 20
One 2.00 hours seminar every three weeks on weekdays during the day from week 10 to week 20 and delivered via face-to-face.
This is a revision seminar highly recommended.

WorkShopWeek: 10 - 22
One 2.00 hours workshop per week on weekdays during the day from week 10 to week 22 and delivered via blended.
This workshop/Computer Lab is strongly recommended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

City Campus, 2020, Semester 1, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Jae Kim

Class requirements

SeminarWeek: 10 - 20
One 2.00 hours seminar every three weeks on weekdays during the day from week 10 to week 20 and delivered via face-to-face.
This is a revision seminar highly recommended.

WorkShopWeek: 10 - 22
One 2.00 hours workshop per week on weekdays during the day from week 10 to week 22 and delivered via blended.
This workshop/Computer Lab is strongly recommended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

Bendigo, 2020, Semester 2, Day

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 31 - 43
One 2.00 hours seminar every three weeks on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

WorkShopWeek: 31 - 43
One 2.00 hours workshop per week on weekdays during the day from week 31 to week 43 and delivered via blended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

Melbourne (Bundoora), 2020, Semester 2, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 31 - 41
One 2.00 hours seminar every three weeks on weekdays during the day from week 31 to week 41 and delivered via face-to-face.
This is a revision seminar highly recommended.

WorkShopWeek: 31 - 43
One 2.00 hours workshop per week on weekdays during the day from week 31 to week 43 and delivered via blended.
This workshop/Computer Lab is strongly recommended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

City Campus, 2020, Semester 2, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 31 - 43
One 2.00 hours seminar every three weeks on weekdays during the day from week 31 to week 43 and delivered via face-to-face.

WorkShopWeek: 31 - 43
One 2.00 hours workshop per week on weekdays during the day from week 31 to week 43 and delivered via blended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

Melbourne (Bundoora), 2020, LTU Term 4, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 30 - 35
Two 2.00 hours seminar every three weeks on weekdays during the day from week 30 to week 35 and delivered via blended.

WorkShopWeek: 30 - 35
Two 2.00 hours workshop per week on weekdays during the day from week 30 to week 35 and delivered via blended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

City Campus, 2020, LTU Term 4, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 30 - 35
Two 2.00 hours seminar every three weeks on weekdays during the day from week 30 to week 35 and delivered via blended.

WorkShopWeek: 30 - 35
Two 2.00 hours workshop per week on weekdays during the day from week 30 to week 35 and delivered via blended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

Melbourne (Bundoora), 2020, LTU Term 6, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 45 - 50
Two 2.00 hours seminar every three weeks on weekdays during the day from week 45 to week 50 and delivered via blended.

WorkShopWeek: 45 - 50
Two 2.00 hours workshop per week on weekdays during the day from week 45 to week 50 and delivered via blended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

City Campus, 2020, LTU Term 6, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 45 - 50
Two 2.00 hours seminar every three weeks on weekdays during the day from week 45 to week 50 and delivered via blended.

WorkShopWeek: 45 - 50
Two 2.00 hours workshop per week on weekdays during the day from week 45 to week 50 and delivered via blended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5

On-Line, 2020, Online study period 2, Online

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

Unscheduled Online ClassWeek: 10 - 16
One 6.00 hours unscheduled online class per week on any day including weekend from week 10 to week 16 and delivered via online.
This subject is delivered entirely online. Students are required to undertake online learning and assessment activities.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Assignment 1: Computer-assisted assignmentequivalent to 1500 words

N/AN/AN/ANo30SILO1, SILO2, SILO3

Assignment 2: Computer-assisted assignment using regression modelsequivalent to 1500 words

N/AN/AN/ANo30SILO3, SILO4, SILO5

Quiz 1equivalent to 375-words. Week 3. Quiz is 50% of the blended version.

N/AN/AN/ANo10SILO1, SILO2

Quiz 2equivalent to 375-words. Week 5. Quiz is 50% of the blended version.

N/AN/AN/ANo10SILO3, SILO4, SILO5

Quiz 3equivalent to 750-words. Week 7

N/AN/AN/ANo20SILO3, SILO4, SILO5

On-Line, 2020, Online study period 6 , Online

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

Unscheduled Online ClassWeek: 44 - 50
One 6.00 hours unscheduled online class per week on any day including weekend from week 44 to week 50 and delivered via online.
This subject is delivered entirely online. Students are required to undertake online learning and assessment activities.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Assignment 1: Computer-assisted assignment & Presentationequivalent to 1500 words. Week 3.

N/AN/AN/ANo30SILO1, SILO2, SILO3

Assignment 2: Computer-assisted assignment using regression models & Presentationequivalent to 1500 words. Week 6

N/AN/AN/ANo30SILO3, SILO4, SILO5

Quiz 1equivalent to 375-words. Week 3. Quiz is 50% of the blended version.

N/AN/AN/ANo10SILO1, SILO2

Quiz 2equivalent to 375-words. Week 5. Quiz is 50% of the blended version.

N/AN/AN/ANo10SILO3, SILO4, SILO5

Quiz 3equivalent to 750-words. Week 7

N/AN/AN/ANo20SILO3, SILO4, SILO5

Sydney, 2020, Study period 1, Blended

Overview

Online enrolment: Yes

Maximum enrolment size: N/A

Subject Instance Co-ordinator: Yuji Tamura

Class requirements

SeminarWeek: 10 - 20
One 2.00 hours seminar every three weeks on weekdays during the day from week 10 to week 20 and delivered via face-to-face.
This is a revision seminar highly recommended.

WorkShopWeek: 10 - 22
One 2.00 hours workshop per week on weekdays during the day from week 10 to week 22 and delivered via blended.
This workshop/Computer Lab is strongly recommended.

Assessments

Assessment elementCommentsCategoryContributionHurdle%ILO*

Online and/or in-class assessment tasksEquivalent to 500 words

N/AN/AN/ANo10SILO1, SILO2

Individual AssignmentEquivalent to 2,000 words.

N/AN/AN/ANo30SILO1, SILO2, SILO3, SILO4, SILO5

Final Exam (2 hours)equivalent to 2000 words

N/AN/AN/ANo50SILO1, SILO2, SILO3, SILO4

1-hour Mid-Semester ExamEquivalent to 1,000 words

N/AN/AN/ANo10SILO1, SILO2, SILO3, SILO4, SILO5