fin3csf case studies in finance
CASE STUDIES IN FINANCE
FIN3CSF
2020
Credit points: 15
Subject outline
In this capstone subject, you will examine real-life and practical case studies presented by professionals working in various financial roles within industry. Through these case studies, you will gain an understanding of how theoretical concepts are applied in practical settings. These case studies will help you to demonstrate the practical skills, of a financial analyst, portfolio manager, financial manager, and risk manager, which you have developed through completing a finance degree or financial management major, and apply them to analyse real-life situations and solve real-world financial problems. You will also have the opportunity to demonstrate the teamwork and communication skills required to apply your knowledge of finance in a business environment.
SchoolLa Trobe Business School (Pre 2022)
Credit points15
Subject Co-ordinatorDarren Henry
Available to Study Abroad/Exchange StudentsYes
Subject year levelYear Level 3 - UG
Available as ElectiveNo
Learning ActivitiesN/A
Capstone subjectYes
Subject particulars
Subject rules
Prerequisites Students must have completed 180 credit points prior to undertaking the subject
Co-requisitesFIN3IPM AND FIN3CFI
Incompatible subjectsN/A
Equivalent subjectsN/A
Quota Management StrategyN/A
Quota-conditions or rulesN/A
Special conditionsStudents are required to attempt all case study assessment tasks to be eligible to pass this subject. This requirement is based on the capstone nature of the subject and the subject assessment tasks being used to assess student attainment of specific graduate capabilities.
Minimum credit point requirementN/A
Assumed knowledgeN/A
Career Ready
Career-focusedNo
Work-based learningNo
Self sourced or Uni sourcedN/A
Entire subject or partial subjectN/A
Total hours/days requiredN/A
Location of WBL activity (region)N/A
WBL addtional requirementsN/A
Graduate capabilities & intended learning outcomes
Graduate Capabilities
Intended Learning Outcomes
Subject options
Select to view your study options…
Melbourne (Bundoora), 2020, Semester 1, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorDarren Henry
Class requirements
LectureWeek: 10 - 22
One 1.00 hour lecture per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 10 - 22
One 2.00 hours tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
Assessments
| Assessment element | Category | Contribution | Hurdle | % | ILO* |
|---|---|---|---|---|---|
One Individual case study report on investment strategy and portfolio developmentEquivalent to 1,000 words and involves both written and financial modelling elements. | N/A | N/A | No | 25 | SILO1, SILO2 |
One negotiation simulation and group report presentationEquivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%). | N/A | N/A | No | 20 | SILO5, SILO6, SILO7 |
One job interview simulation, including standards of ethical practiceEquivalent to 1,000 words. | N/A | N/A | No | 15 | SILO3 |
One case study report on project development and evaluationEquivalent to 1,000 words and involves both written and spreadsheet modelling elements. | N/A | N/A | No | 25 | SILO2 |
One group case study report on firm valuation and analyst recommendationEquivalent to 1,000 words per student. | N/A | N/A | No | 15 | SILO4, SILO6 |
Melbourne (Bundoora), 2020, Semester 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorDarren Henry
Class requirements
LectureWeek: 31 - 43
One 1.00 hour lecture per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
TutorialWeek: 31 - 43
One 2.00 hours tutorial per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
| Assessment element | Category | Contribution | Hurdle | % | ILO* |
|---|---|---|---|---|---|
One Individual case study report on investment strategy and portfolio developmentEquivalent to 1,000 words and involves both written and financial modelling elements. | N/A | N/A | No | 25 | SILO1, SILO2 |
One negotiation simulation and group report presentationEquivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%). | N/A | N/A | No | 20 | SILO5, SILO6, SILO7 |
One job interview simulation, including standards of ethical practiceEquivalent to 1,000 words. | N/A | N/A | No | 15 | SILO3 |
One case study report on project development and evaluationEquivalent to 1,000 words and involves both written and spreadsheet modelling elements. | N/A | N/A | No | 25 | SILO2 |
One group case study report on firm valuation and analyst recommendationEquivalent to 1,000 words per student. | N/A | N/A | No | 15 | SILO4, SILO6 |
Vietnam (Hanoi University), 2020, Semester 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorDarren Henry
Class requirements
LectureWeek: 31 - 43
One 1.00 hour lecture per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
TutorialWeek: 31 - 43
One 2.00 hours tutorial per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
| Assessment element | Category | Contribution | Hurdle | % | ILO* |
|---|---|---|---|---|---|
One Individual case study report on investment strategy and portfolio developmentEquivalent to 1,000 words and involves both written and financial modelling elements. | N/A | N/A | No | 25 | SILO1, SILO2 |
One negotiation simulation and group report presentationEquivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%). | N/A | N/A | No | 20 | SILO5, SILO6, SILO7 |
One job interview simulation, including standards of ethical practiceEquivalent to 1,000 words. | N/A | N/A | No | 15 | SILO3 |
One case study report on project development and evaluationEquivalent to 1,000 words and involves both written and spreadsheet modelling elements. | N/A | N/A | No | 25 | SILO2 |
One group case study report on firm valuation and analyst recommendationEquivalent to 1,000 words per student. | N/A | N/A | No | 15 | SILO4, SILO6 |
Sydney, 2020, Study period 1, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorDarren Henry
Class requirements
LectureWeek: 10 - 22
One 1.00 hour lecture per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 10 - 22
One 2.00 hours tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
Assessments
| Assessment element | Category | Contribution | Hurdle | % | ILO* |
|---|---|---|---|---|---|
One Individual case study report on investment strategy and portfolio developmentEquivalent to 1,000 words and involves both written and financial modelling elements. | N/A | N/A | No | 25 | SILO1, SILO2 |
One negotiation simulation and group report presentationEquivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%). | N/A | N/A | No | 20 | SILO5, SILO6, SILO7 |
One job interview simulation, including standards of ethical practiceEquivalent to 1,000 words. | N/A | N/A | No | 15 | SILO3 |
One case study report on project development and evaluationEquivalent to 1,000 words and involves both written and spreadsheet modelling elements. | N/A | N/A | No | 25 | SILO2 |
One group case study report on firm valuation and analyst recommendationEquivalent to 1,000 words per student. | N/A | N/A | No | 15 | SILO4, SILO6 |
Sydney, 2020, Study period 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorDarren Henry
Class requirements
LectureWeek: 31 - 42
One 1.00 hour lecture per week on weekdays during the day from week 31 to week 42 and delivered via face-to-face.
TutorialWeek: 31 - 42
One 2.00 hours tutorial per week on weekdays during the day from week 31 to week 42 and delivered via face-to-face.
Assessments
| Assessment element | Category | Contribution | Hurdle | % | ILO* |
|---|---|---|---|---|---|
One Individual case study report on investment strategy and portfolio developmentEquivalent to 1,000 words and involves both written and financial modelling elements. | N/A | N/A | No | 25 | SILO1, SILO2 |
One negotiation simulation and group report presentationEquivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%). | N/A | N/A | No | 20 | SILO5, SILO6, SILO7 |
One job interview simulation, including standards of ethical practiceEquivalent to 1,000 words. | N/A | N/A | No | 15 | SILO3 |
One case study report on project development and evaluationEquivalent to 1,000 words and involves both written and spreadsheet modelling elements. | N/A | N/A | No | 25 | SILO2 |
One group case study report on firm valuation and analyst recommendationEquivalent to 1,000 words per student. | N/A | N/A | No | 15 | SILO4, SILO6 |