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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 2021

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

Dr Vladimir Volkov

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



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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.




BEA112 or BFA107


Teaching Pattern

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


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

TimetableView the lecture timetable | View the full unit timetable



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.


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