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.
School: La Trobe Business School (Pre 2022)
Credit points: 15
Subject Co-ordinator: Darren Henry
Available to Study Abroad/Exchange Students: Yes
Subject year level: Year Level 3 - UG
Available as Elective: No
Learning Activities: N/A
Capstone subject: Yes
Subject particulars
Subject rules
Prerequisites: Students must have completed 180 credit points prior to undertaking the subject
Co-requisites: FIN3IPM AND FIN3CFI
Incompatible subjects: N/A
Equivalent subjects: N/A
Quota Management Strategy: N/A
Quota-conditions or rules: N/A
Special conditions: Students 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 requirement: N/A
Assumed knowledge: 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
Intended Learning Outcomes
Melbourne (Bundoora), 2020, Semester 1, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Subject Instance Co-ordinator: Darren 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 enrolment: Yes
Maximum enrolment size: N/A
Subject Instance Co-ordinator: Darren 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 enrolment: Yes
Maximum enrolment size: N/A
Subject Instance Co-ordinator: Darren 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 enrolment: Yes
Maximum enrolment size: N/A
Subject Instance Co-ordinator: Darren 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 enrolment: Yes
Maximum enrolment size: N/A
Subject Instance Co-ordinator: Darren 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 |