UnitLevel 3Undergraduate

BFC3241 Equities and investment analysis

Faculty of Business and Economics

BFC3241 Equities and investment analysis is a level 3, 6-credit-point, undergraduate unit from the Faculty of Business and Economics, offered in 2022 in Semester 1 and Semester 2 at Clayton. It needs BFB2140, BFW2140, BFX2140, BFC2140 or BFF2140.

Credit points
6
Offered in 2022
Semester 1, Semester 2
Clayton
Assessment
Exam 50%
and 1 other task
Workload
144 hours
per semester

This is the 2022 handbook entry. See the 2027 entry.

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Requisites

Enrolment rules

To be successful in this unit, background knowledge and application of maths is required at the equivalent of VCE Year 12 Higher level.  You may have satisfied this by completing relevant prerequisite unit/s, or you have covered relevant topics in your final years of secondary study.  You should self-assess your maths competency prior to enrolling in this unit.

Overview

Topics include asset classes and returns, portfolio theory, asset pricing models, security valuation processes and techniques, market efficiency and behavioural finance, portfolio performance evaluations, hedge funds and the CFA Institute code of ethics and standards of professional conduct.

Offerings in 2022

Teaching periodCampusMode
First semesterClaytonOn campus
Second semesterClaytonOn campus

Assessment

  • Within semester assessment
    50%
  • ExaminationThreshold hurdle
    50%

Learning outcomes

When you finish this unit, you should be able to:

  1. 1

    examine the nature of different asset classes and the ways in which professional managers incorporate and manage asset classes

  2. 2

    apply various techniques to analyse and select equities in equity investment

  3. 3

    understand the skills and techniques used by professionals who are involved in funds management, and wealth creation

  4. 4

    understand the importance of professional investment in wealth creation

  5. 5

    understand the importance of ethical practices by investment professionals and the CFA Institute code of ethics and standards of professional conduct

  6. 6

    apply critical thinking, problem solving and presentation skills to individual and/or group activities dealing with equities and investment analysis and demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the topics covered by BFC3241.

Workload and teaching

  • Lectures24 hours
  • Tutorials12 hours
  • Teaching approachActive learning

Minimum total expected workload to achieve the learning outcomes for this unit is 144 hours per semester typically comprising a mixture of scheduled learning activities and independent study. Independent study may include associated readings, assessment and preparation for scheduled activities. The unit requires on average three/four hours of scheduled activities per week. Scheduled activities may include a combination of teacher directed learning, peer directed learning and online engagement.

This unit engages students in actively applying their knowledge, skills and attributes in interactive, collaborative and reflective activities.

Where it fits

BFC3241 is part of 2 areas of study in the 2022 handbook.

Contacts

Chief Examiners
Dr Arseny Gorbenko

Common questions

What are the prerequisites for BFC3241?

You need BFB2140, BFW2140, BFX2140, BFC2140 or BFF2140 before you enrol. Enrolment rules also apply.

When is BFC3241 offered?

In 2022, BFC3241 runs in Semester 1 and Semester 2 at Clayton.

How much work is BFC3241?

The handbook expects about 144 hours of study across the semester. No students have rated its difficulty yet.

Does BFC3241 have an exam?

Yes. The exam is worth 50% of the final mark, alongside 1 other task.

Which majors and minors include BFC3241?

BFC3241 is part of Finance.

More details

Credit points
6
Level
3
Study level
Undergraduate
Faculty
Faculty of Business and Economics
Organisational unit
Department of Banking and Finance
Type
Coursework
EFTSL
0.125
Student contribution
SCA Band 4
Study abroad
Available