CASE STUDIES IN FINANCE [FIN3CSF] 代写
La Trobe Business SchoolCASE STUDIES IN FINANCE[FIN3CSF]Subject Learning GuideStudy Period 12017SydneySubject Coordinator: Dr Darren Henry Instance Coordinator(s): Ms BernadetteSarroff La Trobe University2Table of ContentsSUBJECT DETAILS 3GENERAL DETAILS 3ENROLMENT REQUIREMENTS 3STAFF CONTACTS 3SUBJECT DESCRIPTION 3SUBJECT INTENDED LEARNING OUTCOMES (SILOS) 3GRADUATE CAPABILITIES 3LEARNING A ON CTIVITY SUMMARY 4ASSESSMENT AND FEEDBACK SUMMARY 4LEARNING RESOURCES 4STUDENT FEEDBACK ON SUBJECT SURVEY 5SUMMARY OF SFS FEEDBACK FROM LAST YEAR 5P OLICIES , P ROCEDURES AND G UIDELINES E RROR ! B OOKMARK NOT DEFINED .A CADEMIC I NTEGRITY E RROR ! B OOKMARK NOT DEFINED .S PECIAL C ONSIDERATION E RROR ! B OOKMARK NOT DEFINED .E XTENSIONS , L ATE S UBMISSIONS AND P ENALTIES E RROR ! B OOKMARK NOT DEFINED .S TUDENT C OMPLAINT E RROR ! B OOKMARK NOT DEFINED .S TUDENT L EARNING U NIT (SL) E RROR ! B OOKMARK NOT DEFINED .L EARNING M ANAGEMENT S YSTEM (LMS) E RROR ! B OOKMARK NOT DEFINED .L IBRARY E RROR ! B OOKMARK NOT DEFINED .S TUDENT S UPPORT S ERVICES E RROR ! B OOKMARK NOT DEFINED .P EER L EARNING A DVISERS E RROR ! B OOKMARK NOT DEFINED .R ESOURCES – C OLLEGE /S CHOOL /D ISCIPLINE – SPECIFIC INFORMATION E RROR ! B OOKMARK NOT DEFINED .SCHEDULE OF LEARNING ACTIVITIES 9S ESSION P LAN 9L EARNING A CTIVITY D ETAILS 10ASSESSMENT AND FEEDBACK DETAILS 11La Trobe University3Subject DetailsGENERAL DETAILSSubject Code: FIN3CSF Subject Title: Case Studies in FinanceTeaching Period: Study Period 1, 2017 Location(s): SydneyCredit Points: 15 Mode: Day Level: 3 rd YearENROLMENT REQUIREMENTSPrerequisites: FIN2FIN or FIN1FOFCo-requisites: NoneIncompatibles: NoneAssumed Skills & Knowledge: As the capstone subject for the Finance discipline, students are expected to havecompleted the core Level 3 finance subjects, including FIN3CFI, FIN3IPM and FIN3IFM, tohave to required knowledge to successfully complete the case study tasks forming thebase of this subject.Special Study Requirements: NoneSTAFF CONTACTSRole Campus Name Email Telephone RoomSubject CoordinatorMelbourne Darren Henry d.henry@latrobe.edu.au 94791630 MARB 476Instance CoordinatorSydney Bernadette Sarroff b.sarroff@latrobe.edu.auSUBJECT DESCRIPTIONIn this subject students will examine real-life and practical case studies in various fields of finance. Through these analyses, students willgain an understanding of how theoretical concepts are applied in a practical setting. These concepts will help students to develop practicalskills for analysing real-life situations as well as the communications skills required in a business environment. This subject is designed as acapstone to integrate the primary sub-discipline areas studied in finance major or degree programs.SUBJECT INTENDED LEARNING OUTCOMES (SILOS)Upon successful completion of this subject, you should be able to:1 Construct an investment portfolio to meet investor goals and risk profile.2 Develop and manage an investment and funding strategy for an organisation.3 Measure and manage financial risk.4 Critique the ethical basis of financial decisions.GRADUATE CAPABILITIESThe following Graduate Capabilities (GCs) are evaluated in this subject:GC GC Pointa Writing Capstoneb Quantitative Literacy Reported Capstonec Critical Thinking Reported Capstoned Creative Problem Solving Capstonee Inquiry / Research Reported CapstoneLa Trobe University4f Ethical Behaviour Capstoneg Discipline-Specific Knowledge and Skills Reported CapstoneLEARNING A on CTIVITY SUMMARYLearning Activity: ScheduleLectures Weeks 1-12Tutorials Weeks 2-12Further information is available at https://sydney-campus.com/ASSESSMENT AND FEEDBACK SUMMARY Assessment Tasks: Due Date SILOs GCs % CommentsCase Study 1 on Investment PortfolioConstructionFriday 17 th March20171, 3 a, b, d, g 20% Individual task equivalent to1,000 words, and will involveboth written and structural-based elements.Case Study 2 on Corporate FinancialPoliciesSaturday 1 st April20172 a, b, c, d,e, g20% Group task equivalent to 500words per student, and willinvolve both written andcalculation-based elements.Case Study 3 on Project SpreadsheetModelling and Ethical IssuesWednesday 19 th April20172 a, b, d, g 15% Group task equivalent to 500words per student, and willinvolve written and spreadsheet-based elements.Case Study 4 on Financial StatementAnalysis and Financial DistressPredictionFriday 5 th May 2017 4 a, f, g 15% Individual task equivalent to1,000 words, and will involvewritten and quantitativeanalytical elements.Case Study 5 on Firm Risk Management Friday 19 th May 2017 3 a, b, d, e,g15% Group task equivalent to 500words, and will involve bothwritten and calculation-basedelements.Case Study 6 on Portfolio PerformanceEvaluationFriday 2 nd June 2017 1, 3 a, b, c, g 15% Individual task equivalent to1,000 words, and will involveboth written and structural-based elements.LEARNING RESOURCESReading Type Title Author and Year PublisherRecommended Corporate Finance, 7 th Edition Ross, S.A., Westerfield, R.W.,Jaffe, J. (2013)McGraw-Hill Education P/LRecommended Business Finance Peirson, G., Brown, R.,Easton, S., Pinder, S., Howard,P. (2015)McGraw-Hill Education P/LLa Trobe University5STUDENT FEEDBACK ON SUBJECT SURVEYThe Student Feedback on Subjects (SFS) Survey is part of the quality assurance process that occurs across the university. Inthis survey you are invited to tell us about your learning experiences in this subject. We want you to tell us of yourexperience in this subject. Your views will be taken seriously and will assist us to enhance this subject for the next group ofstudents. Your feedback will also contribute to the text for ‘Summary of Previous Student Feedback’ below so please take thetime to tell us your views. The surveys are anonymous and will be distributed prior to the end of the teaching period.For information on Student Feedback on Subjects refer to:http://www.latrobe.edu.au/students/get-involved/speak-up/subjects-teachingSUMMARY OF SFS FEEDBACK FROM LAST YEARFeedback SummaryThe feedback on this subject instance in 2016 was very positive (with an overall student feedback score 0f 4.25 out of 5.00for student satisfaction with the subject), and particularly in terms of the nature of the learning and assessment activities.The major subject revision from 2015 was the move away from the use of a prescribed US case study book, to the creationof bespoke case studies with focus on real businesses and financial information and which are designed to replicate job-specific occupations within the finance industry.Policies, Procedures and GuidelinesThe University has a comprehensive policy framework to which both staff and students must adhere. You should familiarise yourself withthose policies, procedures and guidelines likely to affect you especially the following: Academic Integrity Academic Progress Assessment and Feedback Extension to Submission Dates Late Submission of Assessment Tasks Occupational, Health and Safety [OHS] Privacy Special Consideration Student Charter Use of Electronic MailThe relevant policies, procedures and guidelines can be found on the website at: http://www.latrobe.edu.au/policy/Academic IntegrityAcademic integrity means being honest in academic work and taking responsibility for learning the conventions of scholarship. La TrobeUniversity views this seriously as evidenced by the following extract:Academic honesty is a fundamental principle in teaching, learning, research and scholarship. The University requires itsacademic staff and students to observe the highest ethical standards in all aspects of academic work and itdemonstrates its commitment to these values by awarding due credit for honestly conducted scholarly work, and bypenalising academic misconduct and all forms of cheating.Academic Integrity Procedures (2012, p. 1 of 6)Academic misconduct includes improper referencing, plagiarism, copying and cheating. You should familiarise yourself with yourresponsibilities in relation to Academic Integrity and if you have any questions, direct them to your Course Coordinator. Information can befound on the website at: http://www.latrobe.edu.au/students/learning/academic-integrity.All hard copy assignments should be accompanied by the Academic Integrity Assignment Declaration Form available at:http://www.latrobe.edu.au/policy/documents/Assignment-Declaration-Form.pdfFor assistance with referencing visit http://www.latrobe.edu.au/students/learning/academic-integrity/referencing-helpLa Trobe University6Special ConsiderationSpecial Consideration is the term used to describe a process that applies an equity measure to ensure that where any temporary adversecircumstances beyond the control of a student, that impact negatively on that student’s ability to demonstrate their learning achievement foran assessment task, is taken into account.Eligibility to apply for Special Consideration does not automatically imply eligibility to receive it. Certain criteria must be satisfied in order toreceive Special Consideration.Please refer to the relevant policies, procedures and guidelines website at: http://www.latrobe.edu.au/policy/Submission of special consideration applications for assignments, mid-semester tests and final examinations should be made online at:http://www.latrobe.edu.au/special-considerationExtensions, Late Submissions and PenaltiesThere are policies and procedures to guarantee fair, consistent and transparent treatment of late submission of assessment tasks provideequity around extensions to submission dates and penalties associated with not submitting assessment by the due date and time.The University requires fair, consistent and transparent treatment of late submission of assessment tasks. The procedure for late submission isdocumented in the Late Submission of Assessment Tasks document (Ref. no. 112027D). It states:The standard penalty for late submission of assessment tasks is 5% of the marks for that task for each delay insubmission of a day or partial day up to a maximum of five (5) working days after the due date. Assessment tasks will notbe accepted after the earlier of the following occurrences: The fifth (5th) working day after the due date; or Feedback on the assessment task has been returned to any student by the Teaching Team member.These penalties apply only to individual assessment tasks worth 15% or more of the total assessment for the subject. Latesubmission of take home examinations is not permitted.Submission of special consideration applications for assignments, mid-semester tests and final examinations should be made onlineat: http://www.latrobe.edu.au/?a=668155.Please refer to the relevant policies, procedures and guidelines website at: http://www.latrobe.edu.au/policy/Rules – College/School/Discipline-specific informationStudent ComplaintLa Trobe University is committed to an effective complaints handling mechanism for students in line with its policy of creating a harmoniousand productive study environment. Feedback stemming from student complaints is a valuable source of information that helps the Universityimprove the quality of its service.You should lodge a complaint if: you are unhappy about something specific in your academic life (eg not enough seating in a lecture, staff not available during officehours, cancelled lectures…) you don’t think ‘the rules’ (university policy or procedure) are being followed a university staff member has been rude or their behaviour to you was inappropriate you have a dispute about a process used during an appeal you have reported something to I&O, security or academic staff and you have not received a response after a reasonable amountof time you are a victim of bullying or harassmentFor more information on student complaint process and to lodge a formal complaint email Student Services:studentservices-sydney@latrobe.edu.auStudent Learning Unit (SL)The Student Learning Unit (SL) works closely with teaching staff in the Schools and on the Melbourne and regional campuses to ensure that allLa Trobe students – including those from non-English-speaking backgrounds – develop high-level academic speaking, writing, reading, andnumeracy skills required for successful learning in their courses. For further information, please see the website at:http://www.latrobe.edu.au/students/learning/La Trobe University7Learning Management System (LMS)The Learning Management System (LMS) is an Internet based system which allows you access to learning materials and to interact with other students andteaching staff in activities related to your studies from any location with Internet access. Most subjects have a LMS site into which you are automatically addedas part of your enrolment into the subject.The LMS can be accessed at: https://www.latrobe.edu.au/lms/login/ by using your Username and Password provided to you on your Statement of Account. Ifyou are having trouble accessing the LMS or want to find out more about LMS, please see the website at: http://www.latrobe.edu.au/students/it/teaching/lmsLibraryYour Library offers many ways to support your study. Play Library Quest lib.latrobe.edu.au/libraryquest to discover more about how we canhelp, or visit our website and explore these essential resources: Achieve@ Uni [latrobe.edu.au/students/support/achieve] – learn important skills needed at university, includes finding and usinginformation in your assessment tasks, referencing, reading, writing and presenting, academic language, and maths skills; Assignment Calculator [latrobe.edu.au/library/assignment-thesis-support/assignment-calculator] – plan your assignment scheduleand submit on time; Referencing [latrobe.libguides.com/referencing] – understand why and how we reference, includes the four major styles; Expert Help [latrobe.libguides.com] – provides expert discipline and specialist help; get help here with assessment tasks; Live chat to library staff [lib.latrobe.edu.au/chat] – live chat for help; during semester hours only;Student Support ServicesIf you have special needs due to disability or other factors the Equality and Diversity Centre can provide advice and support. This Centre canbe contacted by telephone on (03) 9479 2900 (Melbourne); (03) 5444 7410 (Bendigo); (02) 6024 9628 (Albury-Wodonga); National RelayService Deaf and Hearing Impaired: T: 133677 (within Australia only). Email: Equality@latrobe.edu.au or refer to the website at:http://www.latrobe.edu.au/equality/.Additional SupportLa Trobe University Sydney Campus has an onsite psychologist available to assist with any issue which is affecting your studyPsychologist: Jane RouseEmail: jane.rouse@navitas.comFor help with essay and report writing, referencing, oral presentation skills, study skillsAcademic Skills Advisor: Julian LedgerEmail: J.Ledger@latrobe.edu.auStudy Period 1, 2017 DatesWeek 1 Week beginning 27 th Feb 2017Week 2 Week beginning 6 th March 2017Week 3 Week beginning 13 th March 2017Week 4 Week beginning 20 th March 2017Week 5 Week beginning 27 th March 2017Week 6 Week beginning 3 rd April 2017Week 7 Week beginning 10 th April 2017La Trobe University8Easter Break 14 th April 2017 – 23 rd April 2017Week 8 Week beginning 24 th April 2017Week 9 Week beginning 1 st May 2017Week 10 Week beginning 8 th May 2017Week 11 Week beginning 15 th May 2017Week 12 Week beginning 22 nd May 2017Exams 5 – 17 Jun 2017Results Released 3 rd July 2017 (TBC)La Trobe University9Schedule of Learning ActivitiesSession PlanWeek Date Topic Activity Assessment % Resources SILOs GCs1February 27 th2017Subject Introductionand PortfolioDecision-MakingLecture 1 February 27 th2017Portfolio Decision-MakingCase Study Task 20%Case Study 11, 3 a, b,d, g2March 6 th 2017Portfolio Decision-MakingTutorial – Case Study 1WorkCase Study 12March 6 th 2017Portfolio Decision-MakingLecture 3 March 13 th2017Portfolio Decision-MakingTutorial – Case Study 1WorkCase Study 13 March 13 th2017Corporate FinancialPolicy DecisionsLecture 3 March 13 th2017Corporate FinancialPolicy DecisionsCase Study Task 20%Case Study 22 a, b, c,d, e, g4 March 20 th2017Corporate FinancialPolicy DecisionsTutorial – Case Study 2WorkCase Study 24 March 20 th2017Corporate FinancialPolicy DecisionsLecture 5 March 27 th2017Corporate FinancialPolicy DecisionsTutorial – Case Study 2WorkCase Study 25 March 27 th2017Financial Modellingand Ethical IssuesLecture 5 March 27 th2017Financial Modellingand Ethical IssuesCase Study Task 15%Case Study 32 a, b,d, g6April 3 rd 2017Financial Modellingand Ethical IssuesTutorial – Case Study 3WorkCase Study 36April 3 rd 2017Financial Modellingand Ethical IssuesLecture 7April 10 th 2017Financial Modellingand Ethical IssuesTutorial – Case Study 3WorkCase Study 37April 10 th 2017Financial StatementAnalysis and DistressLecture 7April 10 th 2017Financial StatementAnalysis and DistressCase Study Task 15%Case Study 44 a, f, gMID-SEMESTERBREAK8April 24 th 2017Financial StatementAnalysis and DistressTutorial – Case Study 4WorkCase Study 48April 24 th 2017Financial StatementAnalysis and DistressLecture 9May 1 st 2017Financial StatementAnalysis and DistressTutorial – Case Study 4WorkCase Study 49May 1 st 2017Firm RiskManagementLecture 9May 1 st 2017Firm RiskManagementCase Study Task 15%Case Study 53 a, b,d, e, gLa Trobe University10Week Date Topic Activity Assessment % Resources SILOs GCs10May 8 th 2017Firm RiskManagementTutorial – Case Study 5WorkCase Study 510May 8 th 2017Firm RiskManagementLecture 11May 15 th 2017Firm RiskManagementTutorial – Case Study 5WorkCase Study 511May 15 th 2017PortfolioPerformanceEvaluationLecture 11May 15 th 2017PortfolioPerformanceEvaluationCase Study Task 15%Case Study 61, 3 a, b, c,g12May 22 nd 2017PortfolioPerformanceEvaluationTutorial – Case Study 6WorkCase Study 612May 22 nd 2017PortfolioPerformanceEvaluationLecture Learning Activity DetailsSome lecture classes will provide content relevant and specific to completing case study tasks, and some classes may run inworkshop form based around assisting with completing case study tasks.Times and rooms are subject to change. To view the full time and location details for learning activities in this subject, pleaseensure you seek further information available at http://www.latrobe.edu.au/timetable/.You should also regularly check [at least once per week] the subject’s LMS site (where applicable) for updated information.La Trobe University11Assessment and Feedback DetailsAssessment Task 1 Due Date % SILOs AssessedCase Study on Investment Portfolio Construction March 17 th 2017 20% 1, 3Submission DetailsCase Study is to be submitted on-line via the Subject LMS site.Grading Criteria and FeedbackGrading criteria will be provided with the Case Study Task and/or on the Subject LMS site, and feedback will be provided on-line.Description of TaskThis case study will involve the construction of an investment portfolio to meet the needs and risk profile of a client.Assessment Task 2 Due Date % SILOs AssessedCase Study on Corporate Financial Policy Decision-making April 1 st 2017 20% 2Submission DetailsCase Study is to be submitted on-line via the Subject LMS site.Grading Criteria and FeedbackGrading criteria will be provided with the Case Study Task and/or on the Subject LMS site, and feedback will be provided on-line.Description of TaskThis case study will involve the determination of the corporate financial policies employed by a listed company and an assessment of theirrelationship with company valuation and performance.Assessment Task 3 Due Date % SILOs AssessedCase Study on Financial Modelling and Ethical Issues April 19 th 2017 15% 2Submission DetailsCase Study is to be submitted on-line via the Subject LMS site.Grading Criteria and FeedbackGrading criteria will be provided with the Case Study Task and/or on the Subject LMS site, and feedback will be provided on-line.Description of TaskThis case study will involve the modelling of project cash flows and valuation using a spreadsheet model, and related decision-making,including consideration of ethical issues.Assessment Task 4 Due Date % SILOs AssessedCase Study on Financial Statement Analysis and Financial Distress May 5 th 2017 15% 4Submission DetailsCase Study is to be submitted on-line via the Subject LMS site.Grading Criteria and FeedbackGrading criteria will be provided with the Case Study Task and/or on the Subject LMS site, and feedback will be provided on-line.Description of TaskThis case study will involve the financial analysis of a distress business and prediction of financial distress likelihood.Assessment Task 5 Due Date % SILOs AssessedLa Trobe University12
CASE STUDIES IN FINANCE [FIN3CSF] 代写Case Study on Firm Risk Management May 19 th 2017 15% 3Submission DetailsCase Study is to be submitted on-line via the Subject LMS site.Grading Criteria and FeedbackGrading criteria will be provided with the Case Study Task and/or on the Subject LMS site, and feedback will be provided on-line.Description of TaskThis case study will involve the development of a strategy to minimise the financial risk associated with a multinational company.Assessment Task 6 Due Date % SILOs AssessedCase Study on Portfolio Performance Evaluation June 2 nd 2017 15% 1, 3Submission DetailsCase Study is to be submitted on-line via the Subject LMS site.Grading Criteria and FeedbackGrading criteria will be provided with the Case Study Task and/or on the Subject LMS site, and feedback will be provided on-line.Description of TaskThis case study will involve the assessment of the performance of the investment performance developed in Case Study 1.
CASE STUDIES IN FINANCE [FIN3CSF] 代写
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