Opinto-opas

Osaamistavoitteet

After this study unit You
- know the basic principles and key regulations of financial markets,
- know the connection between risk and return,
- are able to calculate the actual rate of return for the investment,
- are familiar with theories related to investing as well as the key financial ratios used in investing,
- know the most common investment options and understands the importance of investment horizon,
- know the principles and strategies of responsible and sustainable investing, related regulations and is familiar with responsible and sustainable investment options,
- know principles and terms of project planning and is able to plan and implement an investment project,
- are able to report and evaluate the results.

Kompetenssit: Liiketoiminta ja taloudenhallinta, juridiikka, kansainvälisyys ja monikulttuurisuus

Sisältö

Financial markets and regulations
Investment options and horizon
Investment theories
Sustainable investing / Responsible Investing
Investment calculations and ratios
Investment project
Project tools and methods

Arviointikriteerit, tyydyttävä (1)

Taso 1
Basics of investing:
You can name the basic principles and key regulations of financial markets. Student can identify the connection between risk and return.
You are able to calculate the actual rate of return for the investment.
You are familiar with theories related to investing as well as the key financial ratios used in investing.
You can name the most common investment options and understands the importance of investment horizon.
You can the principles and strategies of responsible and sustainable investing, related regulations and are familiar with responsible and sustainable investment options.
You are able to make a plan, set goals and implement an investing project by applying and utilizing basic project management tools.
You are able to report and evaluate the results.

Taso 2
Basics of investing:
You can explain the basic principles and key regulations of financial markets.
You understand the connection between risk and return.
You are able to calculate the actual rate of return for the investment and use the information to make investing decisions.
You know the theories related to investing as well as the key financial ratios used in investing.
You understand the principles and strategies of responsible and sustainable investing, related regulations and is familiar with responsible and sustainable investment options.
You are able to make a plan, set goals and implement an investing project by applying and utilizing suitable project management tools.
You are able to report and analyze the results.

Arviointikriteerit, hyvä (3)

Taso 3
Basics of investing:
You understands the basic principles and key regulations of financial markets.
You understand the connection between risk and return and can utilize the information to make investing decisions.
You are able to calculate the actual rate of return for the investment and use the information to make justified investing decisions.
You understand the theories related to investing as well as the key financial ratios used in investing.
You understand the principles and strategies of responsible and sustainable investing, related regulations and can make recommendations for responsible and sustainable investment options.
You are able to make a functional plan, set goals and implement an investing project by applying and utilizing justified project management tools.
You are able to report, analyze the results and give development ideas.

Taso 4
Basics of investing:
You understand the principles and key regulations of financial markets.
You understand the connection between risk and return and can analyze the information to make investing decision.
You understand and can utilize theories related to investing as well as the financial ratios used in investing.
You understand and can utilize the principles and strategies of sustainable investing, related regulations and can make recommendations for responsible and sustainable investment options.
You are able to analyze the implemented investment project by applying and utilizing project management tools in creating satisfying solutions for the given project. She/he is able to report, critically analyze the results and give development ideas.

Arviointikriteerit, kiitettävä (5)

Taso 5
Basics of investing:
You have a command of the principles and key regulations of financial markets.
You understand the connection between risk and return and can analyze the information to make justified investing decision.
You are able to utilize theories related to investing and financial ratios to make suitable recommendations about investing.
You can utilize the principles and strategies of sustainable investing, related regulations to make justified recommendations for responsible and sustainable investment options.
You have a command of project management tools and applying them in an investment project.
You are able to report and make conclusions and give suggestions regarding the investment project.