First Cycle - Faculty of Engineering - Computer Engineering (English)
Y : Year of Study S : Semester
Course Unit Code Course Unit Title Type of Course Y S ECTS
FNCE3003 Investment Planning Compulsory 2 3 3
Objectives of the Course
The purpose of this course is to teach the basics of investment alternatives, markets, trading and risk and return concepts.
Learning Outcomes
1 Understand and utilize options and futures
2 Distinguish between direct and indirect investments
3 Understand the different types of investment companies
4 Be able to measure performance using the appropriate formulas
5 Identify the different types of risk and risk measures
6 Distinguish between marketability and liquidity
Mode of Delivery
Formal Education
Recommended Optional Programme Components
None
Course Contents
Investment Planning is an introductory course to investments. The course covers: investment alternatives; securities markets and trading; risk and return concepts; discussion and analysis of stock and bond valuation; portfolio management and evaluation; options and futures; fundamental and technical analysis.
Weekly Detailed Course Contents
Week Theoretical Practice Laboratory
1 Understanding Investments and Investment Companies
2 Securities Market: Regulation, Underwriting and Trading
3 Return and Risk Concepts
4 Return and Risk Concepts
5 Portfolio Management, Portfolio Theory and Performance Evaluation
6 Bonds: Yields and Prices
7 Economy, Market and Industry Analysis
8 Midterm Exam
9 Company Analysis
10 Efficient Market Hypothesis
11 Common Stocks: Valuation, Analysis and Strategies
12 Technical Analysis; Options and Futures
13 Convertible Bonds Analysis and Strategy
14 Insurance-Based Investments & Real Estate Investments
15 Review
16 Final Exam Study
17 Final Exam
Recommended or Required Reading
Investments: Analysis and Management 11th Edition, Charles P. Jones
Planned Learning Activities and Teaching Methods
Lecture notes, assignments, presentations
Assessment
AssessmentQuantityWeight
Term (or Year) Learning Activities60
End Of Term (or Year) Learning Activities40
Total100
Term (or Year) Learning ActivitiesQuantityWeight
Midterm Exam150
Project125
Homework Exam525
Total100
End Of Term (or Year) Learning ActivitiesQuantityWeight
Final Exam1100
Total100
Language of Instruction
Language Codes
Work Placement(s)
None
Workload Calculation
Activities Number Time (hours) Total Work Load (hours)
Theoretical 14 2 28
Post Class Self Study 14 1 14
Midterm Preparation 1 6 6
Final Preparation 1 6 6
Home Work 5 1 5
Project 1 10 10
Total 36 26 69
Contribution of Learning Outcomes to Programme Outcomes
PO 1PO 2PO 3PO 4PO 5PO 6PO 7PO 8PO 9PO 10PO 11PO 12PO 13PO 14PO 15PO 16
LO 10000000000000000
LO 20000000000000000
LO 30000000000000000
LO 40000000000000000
LO 50000000000000000

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