• Offered by Rsch Sch of Finance, Actuarial Studies & App Stats
  • ANU College ANU College of Business and Economics
  • Course subject Financial Management
  • Areas of interest Finance
  • Academic career UGRD
  • Course convener
    • Dr Dean Katselas
    • Dr Xiaoting Wei
  • Mode of delivery In Person
  • Offered in First Semester 2021
    Second Semester 2021
    See Future Offerings

This course involves on campus teaching. For students unable to come to campus there will be a remote option. See the Class Summary for more details.

This course is designed to prepare students for designing investment portfolios. It covers duties to clients, types of investment products, explores links between investment risk and return, introduces tools for use in portfolio construction, brings in analysis of fixed income products and introduces techniques to evaluate past investment performance.

Learning Outcomes

Upon successful completion, students will have the knowledge and skills to:

  1. Demonstrate an understanding of core investments theory;
  2. Demonstrate a knowledge of the issues associated with the application of investments theory in a practical setting;
  3. Work effectively in group environments; and,
  4. Effectively communicate the results of empirical research.

Other Information

Indicative Assessment

  1. Typical assessment may include, but is not restricted to: exams, assignments, quizzes, presentations and other assessment as appropriate, which may be completed individually or in groups (100) [LO 1,2,3,4]

The ANU uses Turnitin to enhance student citation and referencing techniques, and to assess assignment submissions as a component of the University's approach to managing Academic Integrity. While the use of Turnitin is not mandatory, the ANU highly recommends Turnitin is used by both teaching staff and students. For additional information regarding Turnitin please visit the ANU Online website.

Workload

Students are expected to commit 130 hours of work in completing this course. This includes time spent in scheduled classes and self-directed study time

Inherent Requirements

Not applicable

Requisite and Incompatibility

To enrol in this course you must have previously completed FINM1001, and either STAT1008 or STAT1003.

Prescribed Texts

Information about the prescribed textbook will be available via the Class Summary

Majors

Minors

Fees

Tuition fees are for the academic year indicated at the top of the page.  

Commonwealth Support (CSP) Students
If you have been offered a Commonwealth supported place, your fees are set by the Australian Government for each course. At ANU 1 EFTSL is 48 units (normally 8 x 6-unit courses). More information about your student contribution amount for each course at Fees

Student Contribution Band:
34
Unit value:
6 units

If you are a domestic graduate coursework student with a Domestic Tuition Fee (DTF) place or international student you will be required to pay course tuition fees (see below). Course tuition fees are indexed annually. Further information for domestic and international students about tuition and other fees can be found at Fees.

Where there is a unit range displayed for this course, not all unit options below may be available.

Units EFTSL
6.00 0.12500
Domestic fee paying students
Year Fee
2021 $2940
International fee paying students
Year Fee
2021 $4890
Note: Please note that fee information is for current year only.

Offerings, Dates and Class Summary Links

The list of offerings for future years is indicative only.
Class summaries, if available, can be accessed by clicking on the View link for the relevant class number.

First Semester

Class number Class start date Last day to enrol Census date Class end date Mode Of Delivery Class Summary
4431 22 Feb 2021 01 Mar 2021 31 Mar 2021 28 May 2021 In Person View

Second Semester

Class number Class start date Last day to enrol Census date Class end date Mode Of Delivery Class Summary
7466 26 Jul 2021 02 Aug 2021 31 Aug 2021 29 Oct 2021 In Person N/A

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