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Hobart

Introduction

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Summary %globals_context%

Unit name Investment Analysis
Unit code BEA286
Credit points 12.5
Faculty/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Finance
Coordinator %asset_metadata_unit.Coordinator%
Level %asset_metadata_unit.Level%
Available as student elective? %asset_metadata_unit.AvailableAsElective_value^empty:No%
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Availability

Note

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Units are offered in attending mode unless otherwise indicated (that is attendance is required at the campus identified). A unit identified as offered by distance, that is there is no requirement for attendance, is identified with a nominal enrolment campus. A unit offered to both attending students and by distance from the same campus is identified as having both modes of study.

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* 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

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

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