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


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.

6 points
(see Timetable)
Semester 1UWA (Perth)Face to face

Students are able to (1) appraise economic and financial data in order to create an investment strategy; (2) evaluate performance and risk exposure of investment recommendations and the fund's portfolio; (3) communicate detailed investment recommendations and peer-evaluate those of others; and (4) develop competency in career-relevant IT tools and financial market databases.


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)
Professor Lee Smales
Unit rules
All of the following : a current WAM of 75 or higher.
and Successful completion of
FINA5523 Financial Statement Analysis and Business Valuation
and FINA5632 Investments and level 5 24 points Unit(s) in your chosen degree and prior approval
Approved quota: 40—allocation based on academic merit - students ranked according to highest WAM. Students must have a current WAM of 75 or higher to apply for the unit.
Contact hours
seminars/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.