Sustainable Investing and Finance (5 op)

Arviointiasteikko

H-5

Sisällön jaksotus

Week 36 Basics of investing and giving the portfolio assignment

Week 37 Investment theories and investors. Business Mathematics

Week 38 Behavioral finance. Percentage and equations

Week 39 Sustainability in investing. Simple interest, Compound Interest, Annuities, Time value of Money, Cost of Capital, Net Present Value, The Internal Rate of Return

Week 40 Rules and Regulations of Investing, Risk and Return, Taxation and Currency exchange

Week 41 Investing group assignment presentations.

Week 42 Independent study week

Week 43 Exam 24.10.2022 from 9.00 - 11.30

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Week 49 Presentations of the Portfolio 8.12.2022

Please notice that this is a preliminary plan.

Tavoitteet

The student understands the main principles of financing. He/she knows the connection between risk and return.
He/she understands company’s basic capital structure and the cost of capital.
The student is familiar with the principles, terms and legislation governing investing.
The student knows how to make investment calculations and understands the meaning of time value of money.
He/ she knows the role of financial analysis in investing and finance.

Competences: Economics and Financial Management Competence, Sustainable Development Competence

Sisältö

- Corporate financing

- Financial markets

- Time value of money

- Investing theories

- Investment calculations

- Sustainability in investing

Aika ja paikka

From September 5th until the 9th of December 2022

Oppimateriaalit

- Mayo, H.B, 2019. Investments: An Introduction, Thirteenth Editon.
- Brechner & Bergeman, Contemporary Mathematics for Business and Consumers)

Opetusmenetelmät

Lectures, teamwork, independent studies and knowledge acquisition activities.

Tenttien ajankohdat ja uusintamahdollisuudet

Exam is on week 43 on campus.
Retake exams will be organized in November - December depending on the need.

Toteutuksen valinnaiset suoritustavat

None

Opiskelijan ajankäyttö ja kuormitus

5 credits equals to 133 hours of student work.
There are lectures for 53 hours.
The remaining 80 hours is reserved for doing the assignments, preparing for classess, group work and preparing for the exam.

Arviointikriteerit, tyydyttävä (1)

Level 1
the main principles of financing and investing:
The student understands the main principles of financing and is able to perform basic calculations for financing and investing.
He/she understands company’s basic capital structure and knows the connection between risk and return.
The student knows the principles, terms and legislation governing investing.
He/she knows the meaning of sustainable investing.

Level 2
the main principles of financing and investing:
The student understands and is able to utilize the principles of financing. The student is able to calculate for financing and investing.
He/she understands company’s basic capital structure and understands the connection between risk and return.
The student knows the principles, terms and legislation governing investing,
He/she understands the impact of sustainability for investing.

Arviointikriteerit, hyvä (3)

Level 3
the main principles of financing and investing:
The student understands the principles of financing and is able to make financing and investing calculations.
He/she understands company’s capital structure and is able to utilise financial analysis for decision-making purposes.
The student is able to apply his/her knowledge of sustainability and investing for choosing the suitable investment opportunities for companies and or individuals

Level 4
the main principles of financing and investing:
The student understands financing and is able to make financing and investing calculations with some analyse.
He/she has a good understanding of company’s capital structure and is able to utilise financial analysis for decision-making purposes.
He/she is able to give recommendations for choosing the suitable investment opportunities for companies and or individuals.

Arviointikriteerit, kiitettävä (5)

Level 5
the main principles of financing and investing:
The student demonstrates a deep knowledge of investing and finance and is able to make alternative calculations and analysis for decision-making purposes.
He/she is able to give reasoned recommendations for choosing the suitable investment opportunities for companies and or individuals.

Esitietovaatimukset

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