Use the Tab and Up, Down arrow keys to select menu items.
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.
This course will provide students with an opportunity to develop the Graduate Attributes specified below:
Critically competent in a core academic discipline of their award
Students know and can critically evaluate and, where applicable, apply this knowledge to topics/issues within their majoring subject.
Employable, innovative and enterprising
Students will develop key skills and attributes sought by employers that can be used in a range of applications.
Globally aware
Students will comprehend the influence of global conditions on their discipline and will be competent in engaging with global and multi-cultural contexts.
Subject to approval of Head of Department
FINC311
Students must attend one activity from each section.
Huong Dang
Domestic fee $1,130.00
International Postgraduate fees
* 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 .