FINC614-26S1 (C) Semester One 2026

Investments

15 points

Details:
Start Date: Monday, 16 February 2026
End Date: Sunday, 21 June 2026
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Sunday, 1 March 2026
  • Without academic penalty (including no fee refund): Sunday, 10 May 2026

Description

This course is an introduction to major issues that are currently of concern to all investors. It 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 financial advising, investment analysis and portfolio formation and management. Topics covered include portfolio and capital market theory, asset pricing, equity valuation, portfolio creation, and other aspects of portfolio management, and recent development in New Zealand financial market. The course utilises materials included in the Chartered Financial Analyst (CFA) Exam Level I-III curricula, and helps students prepare to take the CFA exams.

Prerequisites

Subject to approval of Head of Department

Restrictions

Equivalent Courses

DRAFT TIMETABLE:

Please note that the 2026 timetable has not been finalised.

Scheduled days and times will be confirmed, following review, on 15th October.

Timetable 2026

Students must attend one activity from each section.

Lecture A A
Activity Day Time Location Weeks
01 Monday 15:00 - 17:00 C2 Lecture Theatre
16 Feb - 29 Mar
20 Apr - 31 May
Tutorial A A
Activity Day Time Location Weeks
01 Wednesday 17:00 - 18:00 E8 Lecture Theatre
23 Feb - 29 Mar
20 Apr - 31 May

Assessment

Assessment Due Date Percentage  Description
Quiz 1 9%
Term zTest 29%
Quiz 2 12%
CFA Ethics Learning Lab 8% Self paced e-learning course, certificate submitted on Learn by Fri of the last week of the semester.
Final exam 42%

Indicative Fees

Domestic fee $1,198.00

* 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

  • FINC614-26S1 (C) Semester One 2026
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