CASE STUDIES IN FINANCE

FIN3CSF

2021

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

Credit points15

Subject Co-ordinatorDarren Henry

Available to Study Abroad/Exchange StudentsYes

Subject year levelYear Level 3 - UG

Available as ElectiveYes

Learning ActivitiesTeam-based activity and presentation, lectures, tutorials, case study work and financial trading room activity

Capstone subjectYes

Subject particulars

Subject rules

Prerequisites Students must have completed 180 credit points prior to undertaking the subject

Co-requisitesFIN3CFI AND FIN3IPM

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

01. Construct an investment portfolio to meet investor goals and risk profile
02. Develop and manage an investment and funding strategy for an organization or project
03. Critique the ethical basis of financial decisions
04. Source and analyse financial information and value a range of financial securities, using appropriate digital tools and information services
05. Engage professionally and effectively to contribute to the success of a multicultural team, in a manner which is respectful of the needs, values, personalities and capabilities of others
06. Communicate professionally and effectively with a range of stakeholders, using a variety of modes of communications and appropriate digital tools
07. Prepare for and deliver an intelligent, balanced, compelling and attractive job interview presentation

Subject options

Select to view your study options…

Start date between: and    Key dates

Melbourne (Bundoora), 2021, Semester 1, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorDarren Henry

Class requirements

LectureWeek: 10 - 22
One 1.00 h 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 h tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

One Individual case study report on investment strategy and portfolio development Equivalent to 1,000 words and involves both written and financial modelling elements.

N/AOtherIndividualNo25 SILO1, SILO2

One negotiation simulation and group report presentation Equivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%).

N/AOtherGroupNo20 SILO5, SILO6, SILO7

One job interview simulation, including standards of ethical practice Equivalent to 1,000 words.

N/AOtherIndividualNo15 SILO3

One case study report on project development and evaluation Equivalent to 1,000 words and involves both written and spreadsheet modelling elements.

N/AOtherIndividualNo25 SILO2

One group case study report on firm valuation and analyst recommendation Equivalent to 1,000 words per student.

N/AOtherGroupNo15 SILO4, SILO6

Sydney, 2021, Semester 1, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorDarren Henry

Class requirements

LectureWeek: 10 - 22
One 1.00 h 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 h tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

One Individual case study report on investment strategy and portfolio development Equivalent to 1,000 words and involves both written and financial modelling elements.

N/AOtherIndividualNo25 SILO1, SILO2

One negotiation simulation and group report presentation Equivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%).

N/AOtherGroupNo20 SILO5, SILO6, SILO7

One job interview simulation, including standards of ethical practice Equivalent to 1,000 words.

N/AOtherIndividualNo15 SILO3

One case study report on project development and evaluation Equivalent to 1,000 words and involves both written and spreadsheet modelling elements.

N/AOtherIndividualNo25 SILO2

One group case study report on firm valuation and analyst recommendation Equivalent to 1,000 words per student.

N/AOtherGroupNo15 SILO4, SILO6

Melbourne (Bundoora), 2021, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorDarren Henry

Class requirements

LectureWeek: 30 - 42
One 1.00 h lecture per week on weekdays during the day from week 30 to week 42 and delivered via face-to-face.

TutorialWeek: 30 - 42
One 2.00 h tutorial per week on weekdays during the day from week 30 to week 42 and delivered via face-to-face.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

One Individual case study report on investment strategy and portfolio development Equivalent to 1,000 words and involves both written and financial modelling elements.

N/AOtherIndividualNo25 SILO1, SILO2

One negotiation simulation and group report presentation Equivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%).

N/AOtherGroupNo20 SILO5, SILO6, SILO7

One job interview simulation, including standards of ethical practice Equivalent to 1,000 words.

N/AOtherIndividualNo15 SILO3

One case study report on project development and evaluation Equivalent to 1,000 words and involves both written and spreadsheet modelling elements.

N/AOtherIndividualNo25 SILO2

One group case study report on firm valuation and analyst recommendation Equivalent to 1,000 words per student.

N/AOtherGroupNo15 SILO4, SILO6

Sydney, 2021, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorDarren Henry

Class requirements

LectureWeek: 30 - 42
One 1.00 h lecture per week on weekdays during the day from week 30 to week 42 and delivered via face-to-face.

TutorialWeek: 30 - 42
One 2.00 h tutorial per week on weekdays during the day from week 30 to week 42 and delivered via face-to-face.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

One Individual case study report on investment strategy and portfolio development Equivalent to 1,000 words and involves both written and financial modelling elements.

N/AOtherIndividualNo25 SILO1, SILO2

One negotiation simulation and group report presentation Equivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%).

N/AOtherGroupNo20 SILO5, SILO6, SILO7

One job interview simulation, including standards of ethical practice Equivalent to 1,000 words.

N/AOtherIndividualNo15 SILO3

One case study report on project development and evaluation Equivalent to 1,000 words and involves both written and spreadsheet modelling elements.

N/AOtherIndividualNo25 SILO2

One group case study report on firm valuation and analyst recommendation Equivalent to 1,000 words per student.

N/AOtherGroupNo15 SILO4, SILO6

Vietnam (Hanoi University), 2021, Semester 2, Day

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorDarren Henry

Class requirements

LectureWeek: 30 - 42
One 1.00 h lecture per week on weekdays during the day from week 30 to week 42 and delivered via face-to-face.

TutorialWeek: 30 - 42
One 2.00 h tutorial per week on weekdays during the day from week 30 to week 42 and delivered via face-to-face.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

One Individual case study report on investment strategy and portfolio development Equivalent to 1,000 words and involves both written and financial modelling elements.

N/AOtherIndividualNo25 SILO1, SILO2

One negotiation simulation and group report presentation Equivalent to 500 words per student. Students will be individually assessed on both the group-based teamwork (10%) and the group report presentation (10%).

N/AOtherGroupNo20 SILO5, SILO6, SILO7

One job interview simulation, including standards of ethical practice Equivalent to 1,000 words.

N/AOtherIndividualNo15 SILO3

One case study report on project development and evaluation Equivalent to 1,000 words and involves both written and spreadsheet modelling elements.

N/AOtherIndividualNo25 SILO2

One group case study report on firm valuation and analyst recommendation Equivalent to 1,000 words per student.

N/AOtherGroupNo15 SILO4, SILO6