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Online unit

Investment Planning

Overview of the unit

Unit code: FIN30017
Duration: 1 Teaching Period
Contact hours: Recommended 8 hours of study per week

About this unit

The aims of this unit are to provide students with knowledge of the financial system, various regulatory bodies, key participants and potential risks in the financial markets. This unit focuses on the understanding and the application of the modern finance theories including various asset pricing models, modern portfolio theory, market efficiency and behavioural finance, and how these theories influence investment planning decisions. Students will learn to construct and defend a multi-asset portfolio that satisfies client’s objectives and constraints. Students will develop technical skills such as the use of MS EXCEL.

Content

  • Investment markets
  • Equity markets
  • Debt markets
  • Market efficiency and behavioural finance
  • Portfolio theory and construction
  • Portfolio risk management
  • Managed funds
  • Regulation of markets
  • Investment structures
  • Financial applications in MS Excel