Courses & Units

Investment Analysis BEA286

Hobart

Introduction

This unit focusses on security analysis and portfolio management. The unit is designed around the following three points of view, to enable you to learn about trading and investing in financial markets. Investment skills for your own personal gain. Investment skills for the financial services industry; An understanding of financial markets and instruments; The study of investments is exciting. This is the only unit that equips you to trade and invest in the stock market. In this unit you will participate in portfolio simulation (i.e. the Public ASX Sharemarket Game) managing an initial virtual wealth of A$50,000. You may not find it easy, but you will most certainly find it rewarding.

Summary

Unit name Investment Analysis
Unit code BEA286
Credit points 12.5
Faculty/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Economics and Finance
Coordinator

Dr Vladimir Volkov

Level Intermediate
Available as student elective? Yes
Breadth Unit? No

Availability

Location Study period Attendance options Available to
Hobart Semester 1 On-Campus Off-Campus International International Domestic Domestic

Key

On-campus
Off-Campus
International students
Domestic students
Note

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Key Dates

Study Period Start date Census date WW date End date
Semester 1 22/2/2021 23/3/2021 12/4/2021 30/5/2021

* The Final WW Date is the final date from which you can withdraw from the unit without academic penalty, however you will still incur a financial liability (see withdrawal dates explained for more information).

About Census Dates

Learning Outcomes

  • LO1: Understand the role of risk in financial markets.
  • LO2: Determine and assess the prices of financial assets.
  • LO3: Explain and analyse portfolio management processes.
  • LO4: Communicate finance in written formats.

Fees

Field of Education Commencing Student Contribution 1 Grandfathered Student Contribution 1 Approved Pathway Course Student Contribution 2 Domestic Full Fee
091901 $1,812.00 $1,419.00 not applicable $2,354.00

1 Please refer here more information on student contribution amounts.
2 Information on eligibility and Approved Pathway courses can be found here
If you have any questions in relation to the fees, please contact UConnect or more information is available on StudyAssist.

Please note: international students should refer to this page to get an indicative course cost.

Requisites

Prerequisites

BEA112 or BFA107

Teaching

Teaching Pattern

1 x 2 hour lecture, 1 x 1 hour workshop per week. Please check the unit outline for details.

Assessment

Weekly quizzes (5%), Test (20%), Essay, (25%), Final exam (50%).

TimetableView the lecture timetable | View the full unit timetable

Textbooks

Required

Fundamentals of Investments: Valuation and Management, Jordan, B, Miller, T, & Dolvin, S, McGraw-Hill, 8th Edition, 2018 (ISBN10: 1259720691 | ISBN13: 9781259720697).

A much cheaper ebook version has been organised for this unit. You can access the online learning platform Connect which houses an eBook version of Jordan 8 (ISBN: 9781260048117). You can find it on here: http://www.mheducation.com.au/9781260048117-aus-connect-online-access-for-fundamentals-ofinvestments

In addition to the texts/software recommended above, you are also expected to be familiar with the key academic journals in the discipline from which useful insights may be derived. In particular, you are encouraged to review regularly the relevant papers that are published in: Australian Financial Review, Morningstar, Bloomberg Business Week, etc.

Recommended

LinksBooktopia textbook finder

The University reserves the right to amend or remove courses and unit availabilities, as appropriate.