Studying online

There are now 2 possible online modes for units:

Units with modes Online timetabled and Online flexible are available for any student to self-enrol and study online.

Click on an offering mode for more details.

Unit Overview

Description

This is an applied unit that challenges high performing students. It enables students to apply academic knowledge and acquire practical skills in the context of evaluating investments, monitoring risk, and making investment decisions. Student teams will provide investment recommendations that will be scrutinised by industry practitioners, and the fund will invest in the most compelling cases. The unit is designed to equip students with the necessary competencies (including investment analysis, risk management, report writing, and presentation skills) to be work-ready for the financial services sector. There is an emphasis on team-based, experential learning and interaction with industry professionals.

Credit
6 points
Offering
(see Timetable)
AvailabilityLocationMode
Semester 2UWA (Perth)Face to face
Details for undergraduate courses
  • Level 3 option in the Finance major sequence
  • Level 3 elective
Outcomes

Students are able to (1) analyse economic and financial data in order to establish an investment strategy; (2) examine performance and risk exposure of investments; (3) discuss and peer-evaluate investment recommendations; and (4) use relevant financial market databases and IT tools.

Assessment

Indicative assessments in this unit are as follows: (1) participation (individual); (2) group assignment; and (3) final exam. Further information is available in the unit outline.



Student may be offered supplementary assessment in this unit if they meet the eligibility criteria.

Unit Coordinator(s)
Daniel Cahill
Unit rules
Prerequisites
Successful completion of
and Unit(s) FINA3324 Investment Analysis
Successful completion of
and Unit(s) FINA2207 Business Analysis and Valuation and Approval by the Unit Coordinator
Approved quota: 40—allocation based on academic merit (ranked by highest WAM).
Contact hours
combination of lectures and workshops: 3 hours per week for 12 weeks
  • The availability of units in Semester 1, 2, etc. was correct at the time of publication but may be subject to change.
  • All students are responsible for identifying when they need assistance to improve their academic learning, research, English language and numeracy skills; seeking out the services and resources available to help them; and applying what they learn. Students are encouraged to register for free online support through GETSmart; to help themselves to the extensive range of resources on UWA's STUDYSmarter website; and to participate in WRITESmart and (ma+hs)Smart drop-ins and workshops.
  • Unit readings, including any essential textbooks, are listed in the unit outline for each unit, one week prior the commencement of study. The unit outline will be available via the LMS and the UWA Handbook one week prior the commencement of study. Reading lists and essential textbooks are subject to change each semester. Information on essential textbooks will also be made available on the Essential Textbooks. This website is updated regularly in the lead up to semester so content may change. It is recommended that students purchase essential textbooks for convenience due to the frequency with which they will be required during the unit. A limited number of textbooks will be made available from the Library in print and will also be made available online wherever possible. Essential textbooks can be purchased from the commercial vendors to secure the best deal. The Student Guild can provide assistance on where to purchase books if required. Books can be purchased second hand at the Guild Secondhand bookshop (second floor, Guild Village), which is located on campus.
  • Contact hours provide an indication of the type and extent of in-class activities this unit may contain. The total amount of student work (including contact hours, assessment time, and self-study) will approximate 150 hours per 6 credit points.