Courses & Units

Investment Analysis BEA286


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.


Unit name Investment Analysis
Unit code BEA286
Credit points 12.5
College/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Finance
Coordinator Mr Vladimir Volkov
Available as an elective? Yes
Delivered By University of Tasmania
Level Intermediate


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


International students
Domestic students

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Key Dates

Study Period Start date Census date WW date End date
Semester 1 26/2/2024 22/3/2024 15/4/2024 2/6/2024

* 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 (refer to How do I withdraw from a unit? for more information).

Unit census dates currently displaying for 2024 are indicative and subject to change. Finalised census dates for 2024 will be available from the 1st October 2023. Note census date cutoff is 11.59pm AEST (AEDT during October to March).

About Census Dates

Learning Outcomes

  • Analyse the role of risk in financial markets.
  • Determine and assess the prices of financial assets.
  • Evaluate portfolio management processes.
  • Communicate finance in written formats.

Fee Information

Field of Education Commencing Student Contribution 1,3 Grandfathered Student Contribution 1,3 Approved Pathway Course Student Contribution 2,3 Domestic Full Fee 4
091901 $2,040.00 $1,597.00 not applicable $2,596.00

1 Please refer to more information on student contribution amounts.
2 Please refer to more information on eligibility and Approved Pathway courses.
3 Please refer to more information on eligibility for HECS-HELP.
4 Please refer to more information on eligibility for FEE-HELP.

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 What is an indicative Fee? to get an indicative course cost.





AssessmentCase Study A (20%)|Case Study B (40%)|Take home exam (40%)
TimetableView the lecture timetable | View the full unit timetable



You will need the following textbook [not available from the Co-op Bookshop]: 

Fundamentals of Investments: Valuation and Management, Jordan, B, Miller, T and Dolvin, S, McGraw-Hill, 9th Edition, 2021 (ISBN: 978-1-260-57033-5).

Alternatively, you may purchase an EBOOK version of the same textbook.


The following text books are all excellent choices. They are listed in the order of most helpful and most suitable addition to the main text prescribed above.

1. Investment Analysis and Portfolio Management, Reilly and Brown, South-Western, 9th edn, 2009 (or newer). This is an excellent book, with many examples, graphs, and practice problems. This book is also on the list of recommended text books for the CFA examination.

2. Portfolio Construction, Management, and Protection, Strong, South-Western, 4th edn, 2006 (or newer). This text deals mostly with portfolio construction and portfolio choice. It would be a very helpful addition especially for portfolio reports 1 & 2.

3. Modern Portfolio Theory and Investment Analysis, Elton, Gruber, Brown, Goetzman, Wiley, 7th edn, 2007 (or newer). This is the all-time classic, written by the best specialists in the field. It is more detailed in terms of mathematical analysis of portfolio choice problems and therefore recommended for students with sufficient financial background.

4. Quantitative Financial Economics: Stocks, Bonds and Foreign Exchange, Cuthbertson and Nitzsche, Wiley, 2nd edn, 2004 (or newer). This is an excellent book for graduate finance students. Portfolio choice is only a fraction of this book, but it covers many other finance topics and may be a good addition for students interested in advancing their finance background.

LinksBooktopia textbook finder

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