Sustainable Investing and Finance (5cr)

Evaluation scale

H-5

Content scheduling

Week 37 Basics of investing and giving the portfolio assignment

Week 38 Checking the stock markets

Week 39 Checking the stock markets

Week 40 Checking the stock markets

Week 41 Checking the stock markets

Week 42 Independent study week

Week 43 Lectures begin: Sustainability in investing

Week 44 Investment theories and investors, Interest rate, Time value of Money

Week 45 Behavioral finance, Compound Interest, Annuities

Week 46 Risk and Return, Cost of Capital, Net Present Value, The Internal Rate of Return

Week 47 Business Mathematics

Week 48 Rules and Regulations of Investing

Week 49 Exam 2.12.

Week 50 Presentations of the Portfolio

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

Week 37 - Week 50 in 2020
Exam is on the 2.12.2020

Materials

Book Ivo Welch, Corporate Finance: 4th Edition, 2017 (e-book available https://book.ivo-welch.info/read /)

Book Brechner & Bergeman, Contemporary Mathematics for Business and Consumers

Additional reading: Malkiel, B.G, 2019. A Random Walk Down Wall Street The time-tested strategy for successful investing

Moodle –materials and other materials given by the teachers

Teaching methods

The student is able to apply his/her knowledge of sustainability and investing for choosing the suitable investment opportunities for companies and or individuals.

Employer connections

Invest for Excel

Completion alternatives

no

Student workload

5 credits is 133h of student work

Lectures 43 h
Assignments and preparing for exam 90h

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.

Qualifications

NULL