Sustainable Investing and Finance (5 cr)

Evaluation scale

H-5

Content scheduling

Week 36 Start of the study unit and giving the portfolio assignment.

Week 43 Basics of investing and Investment theories and investors.

Week 44 Behavioral finance. Business Mathematics: Percentage and equations

Week 45 Simple interest, Compound Interest, Annuities, Time value of Money

Week 46 Sustainability and responsibility in investing.
Cost of Capital, Net Present Value, The Internal Rate of Return

Week 47 Rules and Regulations of Investing, Risk and Return, Financial Ratios related to Investing. Taxation and Currency exchange

Week 48 Presentations of the Portfolio on the 27th of November and Business Mathematics recap for exam.

Week 49 Exam 5.12.2023 from 12.30 - 15.00

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Please notice that this is a preliminary plan.

Objective

The student understands the main principles of financing. He/she knows the connection between risk and return.
He/she understands company’s basic capital structure and the cost of capital.
The student is familiar with the principles, terms and legislation governing investing.
The student knows how to make investment calculations and understands the meaning of time value of money.
He/ she knows the role of financial analysis in investing and finance.

Competences: Economics and Financial Management Competence, Sustainable Development Competence

Content

- Corporate financing

- Financial markets

- Time value of money

- Investing theories

- Investment calculations

- Sustainability in investing

Location and time

From September 8th until the 9th of December 2023

Materials

- Mayo, H.B, 2019. Investments: An Introduction, Thirteenth Editon. - Brechner & Bergeman, Contemporary Mathematics for Business and Consumers)

Teaching methods

Lectures, teamwork, independent studies and knowledge acquisition activities.

Exam schedules

Study unit's exam is on the 5th of December 2023.
Retake exams are in Spring 2024.
All assignments must be submitted by the 8th of December 2023 in order to get your grade in 2023.

Completion alternatives

None

Student workload

5 credits equals to 133 hours of student work.
There are lectures for 48 hours.
The remaining 85 hours is reserved for doing the assignments, preparing for classes, group work and preparing for the exam.

Assessment criteria, satisfactory (1)

Level 1
the main principles of financing and investing:
The student understands the main principles of financing and is able to perform basic calculations for financing and investing.
He/she understands company’s basic capital structure and knows the connection between risk and return.
The student knows the principles, terms and legislation governing investing.
He/she knows the meaning of sustainable investing.

Level 2
the main principles of financing and investing:
The student understands and is able to utilize the principles of financing. The student is able to calculate for financing and investing.
He/she understands company’s basic capital structure and understands the connection between risk and return.
The student knows the principles, terms and legislation governing investing,
He/she understands the impact of sustainability for investing.

Assessment criteria, good (3)

Level 3
the main principles of financing and investing:
The student understands the principles of financing and is able to make financing and investing calculations.
He/she understands company’s capital structure and is able to utilise financial analysis for decision-making purposes.
The student is able to apply his/her knowledge of sustainability and investing for choosing the suitable investment opportunities for companies and or individuals

Level 4
the main principles of financing and investing:
The student understands financing and is able to make financing and investing calculations with some analyse.
He/she has a good understanding of company’s capital structure and is able to utilise financial analysis for decision-making purposes.
He/she is able to give recommendations for choosing the suitable investment opportunities for companies and or individuals.

Assessment criteria, excellent (5)

Level 5
the main principles of financing and investing:
The student demonstrates a deep knowledge of investing and finance and is able to make alternative calculations and analysis for decision-making purposes.
He/she is able to give reasoned recommendations for choosing the suitable investment opportunities for companies and or individuals.

Qualifications

NULL