FINC311-25S1 (C) Semester One 2025

Investments

15 points

Details:
Start Date: Monday, 17 February 2025
End Date: Sunday, 22 June 2025
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Sunday, 2 March 2025
  • Without academic penalty (including no fee refund): Sunday, 11 May 2025

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 theoretical and practical perspectives. 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, portfolio creation, and other aspects of portfolio management. 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

(1) FINC201; and (2) MATH101 or MATH102 or MATH199

Co-requisites

Assessment

Assessment Due Date Percentage  Description
Final Exam 40% Three-hour exam.
CFA Ethics learning lab 9% Self paced e-learning course, certificate submitted on Learn by Fri 31 May
Quiz 1 10%
Quiz 2 12%
Test 29%

Indicative Fees

Domestic fee $893.00

International fee $4,200.00

* 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 FINC311 Occurrences

  • FINC311-25S1 (C) Semester One 2025
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