Vastuullinen sijoitaminen ja rahoitus (5 op)

Arviointiasteikko

H-5

Sisällön jaksotus

Week 36 Start of the study unit and give the portfolio assignment.

Week 43 Basics of investing and Investment theories and investors.

Week 44 Behavioral finance.
Week 44 Business Mathematics: Percentage and equations

Week 45 Sustainability and responsibility in investing.

Week 46 Sustainability and responsibility in investing.
Week 46 Simple interest, Compound Interest, Annuities, Time value of Money
Week 46 Cost of Capital, Net Present Value, The Internal Rate of Return.

Week 47 Rules and Regulations of Investing, Risk and Return,
Week 47 Financial Ratios related to Investing. Taxation and Currency exchange

Week 48 Rules and Regulations of Investing, Risk and Return,
Week 48 Business Mathematics recap for the exam.

Week 49 Exam 2.12.2024 from 9.00 - 11.30
Week 49 Presentations 5.12.2024 from 10.00 -11.30





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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 beginning of September until the middle of December 2024

Oppimateriaalit

- Mayo, H.B, 2019. Investments: An Introduction, Thirteenth Editon.  / Particular chapters are given in Moodle

- Brechner & Bergeman, Contemporary Mathematics for Business and Consumers)

Opetusmenetelmät

Lectures, teamwork, independent studies and knowledge acquisition activities.

Tenttien ajankohdat ja uusintamahdollisuudet

Study unit's exam is on the 2nd of December 2024.
Presentations are on the 5th of December 2024.
Retake exams are in Spring 2025.

All assignments must be submitted by the 8th of December 2024 to get your grade in 2024.

Toteutuksen valinnaiset suoritustavat

None

Opiskelijan ajankäyttö ja kuormitus

5 credits equals to 133 hours of student work.
There are lectures for 48 hours.
The remaining 85 hours is reserved for doing the assignments, preparing for classes, 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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