FIN367 : Financial indicators and investment funds

Department

Department of Financing and Banking

Academic Program

Bachelor in Finance and banking

Type

Compulsory

Credits

03

Prerequisite

FIN364

Overview

The study of the course aims to provide the student with the ability to know basic concepts about financial indicators, the credit rating industry, and what investment funds are, and to teach the student the importance of analyzing international credit rating indicators, studying the types, operations, and foundations of managing investment funds, as well as introducing the student to how international credit rating indicators are calculated and how to evaluate investment funds.

Intended learning outcomes

A. Knowledge and understanding:

  • Introducing students to basic concepts about financial indicators and the credit rating industry, and studying international credit rating indicators.
  • Introducing students to basic concepts about investment funds.
  • To make the student understand the operations and foundations of managing investment funds. Study the types of investment funds.
  • Introducing students to methods and methods of evaluating investment funds.

B. Mental skills:

  • The student develops the ability to test and analyze the concepts of financial indicators and the credit rating industry, and to study credit rating indicators and how to use and rely on them in evaluating vital institutions.
  • That the student compares the types of investment funds in terms of their components and structure and the purpose of investment and the student understands the investment policies of investment funds and the most important factors influencing investment decision-making for them.
  • That the student analyzes how to evaluate investment funds and measure the performance of those funds.
  • The student develops the ability to analyze the activity of Islamic investment funds, understand their privacy, compare them with traditional funds, and study their performance.

C. Scientific and professional skills:

  • The student should identify the most important credit rating indicators and how to calculate Standard & Poor's, Fitch and Moody's indices to serve investors.
  • That the student understands the investment policies of investment funds.
  • That the student diagnoses and uses the different methods for evaluating investment funds through evaluation according to the return on invested funds model or complex methods such as Sharpe, Trenor and M2 models.
  • That the student uses the tools and mechanisms of applying the operations of Islamic investment funds.

D. General skills:

  • Encouraging dialogue and discussion.
  • Developing the student's ability to use the computer in various applications.
  • Developing the student's problem-solving skills and enabling him to keep up to date with what is new in this subject.
  • Connecting the student with relevant institutions.

Teaching and learning methods

  1. Study lectures.
  2. Case studies and practical applications.
  3. Various exercises on the contents of the course.
  4. Diversity in questions and activating panel discussions to develop comprehension.

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

3

Basic concepts about financial indicators and the credit rating industry.

1

6

International credit rating indicators.

2-3

3

Basic concepts about mutual funds.

4

3

Operations and principles of investment fund management.

5

6

Types of investment funds.

6-7

6

Evaluate the performance of investment funds.

8-9

3

Islamic investment funds.

10

6

Basic concepts about financial indicators and the credit rating industry.

11-12

6

International credit rating indicators.

13-14

Portfolio theory (FIN361)
Audit and control of banks (FIN465)
Various insurance (FIN464)
Re Insurance (FIN463)
Finance and real estate investment (FIN462)
Contemporary financial issues (FIN460)
Quantitative methods in finance (FIN369)
Takaful insurance (FIN368)
Financial indicators and investment funds (FIN367)
International investment (FIN366)
Financial derivatives (FIN365)
Securities and currencies analysis (FIN364)
Advanced corporate finance (FIN363)
Investment evaluation (FIN362)
Corporate finance (FIN360)
Financial analysis and forecasting (FIN269)
Financial institutions (FIN268)
Banking operations and policies (FIN267)
Financial markets (FIN266)
Islamic financing and investment formulas (FIN265)
Fundamentals of Islamic banking (FIN264)
Insurance basics (FIN263)
Financial policies (FIN466)
International Finance (FIN467)
Financial management (FIN260)
Strategic financial analysis (FIN468)
Banking marketing (FIN469)
Planing peincipals (PLA170)
Financing Principles (FIN160)
Accounting Principles I (ACC 130)
Principles of Accounting II (ACC131)
Investing basics (FIN262)
Banking basics (FIN261)