FINC614-23S1 (C) Semester One 2023


15 points

Start Date: Monday, 20 February 2023
End Date: Sunday, 25 June 2023
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Sunday, 5 March 2023
  • Without academic penalty (including no fee refund): Sunday, 14 May 2023


This course examines investments and portfolio management from both a theoretical and practical perspective. Emphasis is placed on the development of the skills and competencies required to succeed as an investment professional, especially those related to investment analysis and portfolio formation and management. Topics covered include portfolio and capital market theory, asset pricing, equity valuation, efficient markets theory, portfolio creation, and other aspects of portfolio management.


Subject to approval of Head of Department


Equivalent Courses

Timetable 2023

Students must attend one activity from each section.

Lecture A
Activity Day Time Location Weeks
01 Friday 12:00 - 14:00 E9 Lecture Theatre
20 Feb - 2 Apr
24 Apr - 4 Jun
Tutorial A
Activity Day Time Location Weeks
01 Wednesday 14:00 - 15:00 Meremere 108 Lecture Theatre
27 Feb - 2 Apr
24 Apr - 4 Jun

Examination and Formal Tests

Test A
Activity Day Time Location Weeks
01 Wednesday 18:30 - 21:00 E6 Lecture Theatre
27 Mar - 2 Apr

Course Coordinator

Huong Dang


Assessment Due Date Percentage  Description
Final exam 40%
Bloomberg Market Concepts 5% Self-paced.
CFA Ethics Learning Lab 5% Self-paced.
Quiz 1 10%
Quiz 2 10%
Test 30%

Indicative Fees

Domestic fee $1,037.00

* All fees are inclusive of NZ GST or any equivalent overseas tax, and do not include any programme level discount or additional course-related expenses.

For further information see Department of Economics and Finance .

All FINC614 Occurrences

  • FINC614-23S1 (C) Semester One 2023