FIN362 : Investment evaluation

Department

Department of Financing and Banking

Academic Program

Bachelor in Finance and banking

Type

Compulsory

Credits

03

Prerequisite

FIN269

Overview

The study aims to introduce the student to the nature of the investment project, to study the criteria for evaluating profitability under risk conditions, as well as to analyze the sensitivity of the project to fluctuations and changes in the economy.

Intended learning outcomes

A. Knowledge and understanding:

  • To familiarize the student with the concept and nature of the investment project and the definition of investments and their types.
  • To familiarize the student with the skills of investment management and investment decisions, and the foundations of investment decision-making.
  • To familiarize the student with the types of investment risks.

B. Mental skills:

  • The student should be able to understand the nature of the investment project and define investments and their types.
  • The student's ability to use skills for investment management and investment decisions, the foundations of investment decision-making.
  • The student's ability to analyze investment risks.

C. Scientific and professional skills:

  • The student should apply electronic software and contemporary technologies in the fields of finance and banking.
  • That the student masters the skills of planning, implementation, evaluation and follow-up.
  • The student should master the skill of writing scientific and practical reports.

D. General and transferable skills:

  • The student should be able to solve problems and make decisions.
  • The student should be able to lead, supervise and work with a team.
  • The student should be able to communicate and interact with others.

Teaching and learning methods

  1. Study lecture.
  2. Research papers.
  3. Practical cases and exercises.

Methods of assessments

  1. Midterm exam 20%.
  2. research paper 10%
  3. Activity 10%.
  4. Final exam 60%.

Course content

Number of hours

scientific subject

Week

6

The nature of the investment project and the definition of investments and their types.

1-2

3

Investment objectives and factors affecting investment.

3

3

The organizational structure of investment management and investment decisions, and the foundations of the investment decision union.

4

6

Investment instruments, securities, foreign currencies.

5-6

3

Return on investment, its definition, types and methods of measurement.

7

3

risks and their definition.

8

3

Types of investment risks.

9

3

Criteria for evaluating projects under certain conditions (payback period).

10

3

Criteria for evaluating projects under conditions of certainty (accounting rate of return).

11

3

Criteria that take into account the element of time (net present value).

12

3

Criteria that take into account the element of time (internal rate of return).

13

3

Profitability criteria.

14