Study Guide

Objective

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

Content

- Corporate financing

- Financial markets

- Time value of money

- Investing theories

- Investment calculations

- Sustainability in investing

Location and time

From September 5th until the 9th of December 2022

Materials

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

Teaching methods

Lectures, teamwork, independent studies and knowledge acquisition activities.

Exam schedules

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

Completion alternatives

None

Content scheduling

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

...

Week 49 Presentations of the Portfolio 8.12.2022

Please notice that this is a preliminary plan.

Evaluation scale

H-5

Assessment criteria, satisfactory (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.

Assessment criteria, good (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.

Assessment criteria, excellent (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.

Assessment methods and criteria

Assessment is based on the process and actual skills and knowledge evaluation.
A more detailed assessment plan is given in the implementation plan.

Individual Exam 55% (0/1 -5)

Individual Investment Portfolio 20% (0/1 -5)

Individual assignment package 5% (pass/fail)

Group assignment 20 % (0/1 -5)



Study unit's exam is on the 24th of October 2022.

Retake exams are in November 2022 and February 2023.

All assignments must be submitted by the 8th of December 2022 in order to get your grade in 2022.

Plagiarism and use of references:
Please notice that in study unit assignment returns the plagiarism detection programs (for example Ouriginal) will be used. Also notice that you need to use Lapland UAS templates (essay, thesis, report etc) and writing instructions. Textual references must be done according to the given instructions. Please download the thesis template and the referencing instructions here: https://www.lapinamk.fi/en/Students/Study-Guide,-Degree-Programme-Students/Thesishttps://lib.luc.fi/c.php?g=662513&p=4803830Submitting assignments against given instructions may lead to failing and other possible consequences according to the Degree Regulations.

Qualifications

NULL