Basics of Investment Activities
| Structure Type: | Course |
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| Code: | KD07DVLA012 |
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| Type: | Free choise |
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| Level: | Bachelor |
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| Credits: | 4.0 points |
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| Responsible Teacher: | Kytönen Erkki |
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| Teacher Team: | Kytönen Erkki |
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| Language of Instruction: | Finnish |
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Learning Outcomes
Students are able to define the basic concepts of financial investment activities. They can list the stages of the planning and implementation of investments. Students know how to evolve a portfolio management project by means of online portfolio software. They can work out calculations to support for investment decisions. They know how to use market and accounting based ratios and how to interpret them in critical assessment of investment plan. Students know how to plan and draw up a report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of comprehensive investment planning for investors in the domestic and foreign financial markets.
Student's Workload
- lectures 30 h
- independent work 50 h
Prerequisites / Recommended Optional Courses
No previous studies are required.
Contents
- Concepts and basic issues in financial investment activities
- Portfolio management as a part of comprehensive financial management
- Significance of portfolio management for investors
- Principles of investments: financial and security markets, stock exchange, choosing and timing of investments, mutual funds as an investment object, taxation of investments, investments in international financial markets
- Principles of investment portfolio management
- Tools for financial investment planning
- Drawing up a portfolio management report
Recommended or Required Reading
- Nikkinen, J., Rothovius, T. ja Sahlström, P. 2002. Arvopaperisijoittaminen. (Security investments.)
- Suomen Pörssisäätiö. Osakeopas - perustiedot osakesäästämisestä. Sijoittajan korko-opas. Sijoittajan vero-opas ja Sijoitusrahasto-opas. Available:
http://porssisaatio.fi (The Finnish Foundation for Share Promotion. Guide for stock investing, Guide for interest rate investments. Tax guide for investors. Guide for mutual fund investments)
- Finanssialan Keskusliitto, http://fkl.fi/ (Federation of Finnish Financial Services)
- Arvopaperimarkkinalaki. (Securities Market Act, available: http://www.finlex.fi/fi/laki/ajantasa/2012/20120746
- Sijoituspalvelulaki. (Investment Service Act, available: http://www.finlex.fi/fi/laki/ajantasa/2012/20120747
- Kytönen, E. 2014. Sijoitustoimintaosaaminen. Opetusmoniste. (Skills in investment activities. Teaching paper)
- Websites of investment management service firms (links in the teaching paper)
- material provided by the teacher (in Moodle: https://moodle.epedu.fi/)
Mode of Delivery / Planned Learning Activities and Teaching Methods
Lectures and independent work
Assessment Criteria
Excellent (5): The student has carried out work to an excellent standard and participated actively and constructively. Students are able to define the concepts of financial investment activities accurately. They can list the stages of the planning and implementation of investment process logically. Students know how to evolve a comprehensive portfolio management project by means of online portfolio software. They know how to use market and accounting based ratios and how to interpret them in critical assessment of investment plan. Students know how to plan and draw up a comprehensive report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of comprehensive investment planning for investors in the domestic and foreign financial markets.
Good (4-3): The student has carried out work well and participated actively. Students are able to define the concepts of financial investment activities. They can list the stages of the planning and implementation of investment process. Students know how to evolve a portfolio management project by means of online portfolio software. They know how to use market and accounting based ratios and how to interpret them in an assessment of investment plan. Students know how to plan and draw up a report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of investment planning for investors in the domestic and foreign financial markets.
Satisfactory (2-1): The student has carried out work and participated as instructed. Students are able to define the basic concepts of financial investment activities. They can list the stages of the planning and implementation of investment process. Students know how to evolve a simple portfolio management project by means of online portfolio software. They know how to use basic market and accounting based ratios and how to interpret them in an assessment of investment plan. Students know how to plan and draw up a simple report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of investment planning for investors in the domestic and foreign financial markets.
Assessment Methods
- exam 50 %
- assignment 30 %
- active participation in teaching and continuous assessment 20 %
Work Placement
Work placement is not included in the course.
Further Information
The course is taught at Seinäjoki Business School, Frami F, Kampusranta 11.
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