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FINA8005 - Investment Analysis

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Title:Investment Analysis
Long Title:Investment Analysis
Module Code:FINA8005
 
Duration:1 Semester
Credits: 5
NFQ Level:Advanced
Field of Study: Banking, Finance and Investment
Valid From: Semester 1 - 2016/17 ( September 2016 )
Module Delivered in 2 programme(s)
Module Coordinator: Claire OSullivan Rochford
Module Author: KIERAN O REILLY
Module Description: Investment analysis for bonds, equities, property, and use of derivatives.
Learning Outcomes
On successful completion of this module the learner will be able to:
LO1 Assess the economic factors that influence the prices of financial securities
LO2 Critically assess the different types of investment choices and assess relative risk/return
LO3 Develop methods for use of derivatives in risk management and speculation.
LO4 Value investments in bonds, company shares and property.
Pre-requisite learning
Module Recommendations
This is prior learning (or a practical skill) that is strongly recommended before enrolment in this module. You may enrol in this module if you have not acquired the recommended learning but you will have considerable difficulty in passing (i.e. achieving the learning outcomes of) the module. While the prior learning is expressed as named CIT module(s) it also allows for learning (in another module or modules) which is equivalent to the learning specified in the named module(s).
Incompatible Modules
These are modules which have learning outcomes that are too similar to the learning outcomes of this module. You may not earn additional credit for the same learning and therefore you may not enrol in this module if you have successfully completed any modules in the incompatible list.
none
Co-requisite Modules
No Co-requisite modules listed
Requirements

This is prior learning (or a practical skill) that is mandatory before enrolment in this module is allowed. You may not enrol on this module if you have not acquired the learning specified in this section.

No requirements listed
 

Module Content & Assessment

Indicative Content
Securities market & investment assets
Mainstream investment assets, primary and secondary markets, stock markets, bond markets.
Bonds
Measures of bond yield, bond valuation, interest rates & bond prices, credit, term structure of interest rates/yield curves, bond price volatility, duration analysis.
Equities
Share price & dividend growth, dividend discount model, price earnings model, industry analysis/life cycle/competitive analysis, financial ratios.
Property
Different types, characteristics of property markets, rents, yields/IRR, leverage, management issues.
Derivatives
Using derivates to manage risk, futures, options, pricing of options contracts, common strategies, OTC markets.
Assessment Breakdown%
Course Work40.00%
End of Module Formal Examination60.00%
Course Work
Assessment Type Assessment Description Outcome addressed % of total Assessment Date
Project Investment analysis group project or case study with quantitative element and report (group or individual to be decided given context) e.g. spreadsheet analysis of bond portfolio value/volatility. 1,2,4 40.0 Week 7
End of Module Formal Examination
Assessment Type Assessment Description Outcome addressed % of total Assessment Date
Formal Exam End-of-Semester Final Examination 1,2,3,4 60.0 End-of-Semester
Reassessment Requirement
Repeat examination
Reassessment of this module will consist of a repeat examination. It is possible that there will also be a requirement to be reassessed in a coursework element.

The institute reserves the right to alter the nature and timings of assessment

 

Module Workload

Workload: Full Time
Workload Type Workload Description Hours Frequency Average Weekly Learner Workload
Lecture Lecture 2.0 Every Week 2.00
Tutorial Question and answer session 1.0 Every Week 1.00
Independent & Directed Learning (Non-contact) Study 4.0 Every Week 4.00
Total Hours 7.00
Total Weekly Learner Workload 7.00
Total Weekly Contact Hours 3.00
Workload: Part Time
Workload Type Workload Description Hours Frequency Average Weekly Learner Workload
Lecture lecture 2.0 Every Week 2.00
Independent & Directed Learning (Non-contact) Study 5.0 Every Week 5.00
Total Hours 7.00
Total Weekly Learner Workload 7.00
Total Weekly Contact Hours 2.00
 

Module Resources

Recommended Book Resources
  • Brian O'Loughlin, Frank O'Brien, Fundamentals of Investment, 2nd Ed., all, Gill & Macmillan Ltd Dublin [ISBN: 978-071714978]
  • Pike, Neale 2011, Corporate Finance and Investment, 7th Ed., FT Prentice Hall London [ISBN: 978-027376346]
Supplementary Book Resources
  • Zvi Bodie, Alex Kane, Alan J. Marcus 2011, Investments, 10th Ed., McGraw-Hill/Irwin Boston [ISBN: 978-007786167]
  • R Steiner 2012, Mastering Financial Calculations, 3rd Ed., Pearson [ISBN: 9780273750581]
This module does not have any article/paper resources
Other Resources
 

Module Delivered in

Programme Code Programme Semester Delivery
CR_BBUSS_8 Bachelor of Business (Honours) 1 Elective
CR_BACCT_8 Bachelor of Business (Honours) in Accounting 7 Group Elective 2

Cork Institute of Technology
Rossa Avenue, Bishopstown, Cork

Tel: 021-4326100     Fax: 021-4545343
Email: help@cit.edu.ie