CASE STUDIES IN FINANCE [FIN3CSF] 代写

  • 100%原创包过,高质代写&免费提供Turnitin报告--24小时客服QQ&微信:120591129
  • CASE STUDIES IN FINANCE [FIN3CSF] 代写

    La Trobe Business School
    CASE STUDIES IN FINANCE
    [FIN3CSF]
    Subject Learning Guide
    Study Period 1
    2017
    Sydney
    Subject Coordinator: Dr Darren Henry 
    Instance Coordinator(s): Ms Bernadette
    Sarroff 
    La Trobe University
    2
    Table of Contents
    SUBJECT DETAILS  3
    GENERAL DETAILS  3
    ENROLMENT REQUIREMENTS  3
    STAFF CONTACTS  3
    SUBJECT DESCRIPTION  3
    SUBJECT INTENDED LEARNING OUTCOMES (SILOS)  3
    GRADUATE CAPABILITIES  3
    LEARNING A ON  CTIVITY SUMMARY  4
    ASSESSMENT AND FEEDBACK SUMMARY  4
    LEARNING RESOURCES  4
    STUDENT FEEDBACK ON SUBJECT SURVEY  5
    SUMMARY OF SFS FEEDBACK FROM LAST YEAR  5
    P 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  9
    S ESSION  P LAN 9
    L EARNING  A CTIVITY  D ETAILS 10
    ASSESSMENT AND FEEDBACK DETAILS  11
    La Trobe University
    3
    Subject Details
    GENERAL DETAILS
    Subject Code:  FIN3CSF  Subject Title:  Case Studies in Finance
    Teaching Period:  Study Period 1, 2017  Location(s):  Sydney
    Credit Points:  15  Mode:  Day  Level:  3 rd Year
    ENROLMENT REQUIREMENTS
    Prerequisites:  FIN2FIN or FIN1FOF
    Co-requisites:  None
    Incompatibles:  None
    Assumed Skills & Knowledge:  As the capstone subject for the Finance discipline, students are expected to have
    completed the core Level 3 finance subjects, including FIN3CFI, FIN3IPM and FIN3IFM, to
    have to required knowledge to successfully complete the case study tasks forming the
    base of this subject.
    Special Study Requirements:  None
    STAFF CONTACTS
    Role  Campus  Name  Email  Telephone  Room
    Subject Coordinator
    Melbourne  Darren Henry  d.henry@latrobe.edu.au 94791630  MARB 476
    Instance Coordinator
    Sydney  Bernadette Sarroff  b.sarroff@latrobe.edu.au
    SUBJECT DESCRIPTION
    In this subject students will examine real-life and practical case studies in various fields of finance. Through these analyses, students will
    gain an understanding of how theoretical concepts are applied in a practical setting. These concepts will help students to develop practical
    skills for analysing real-life situations as well as the communications skills required in a business environment. This subject is designed as a
    capstone 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 CAPABILITIES
    The following Graduate Capabilities (GCs) are evaluated in this subject:
    GC  GC Point
    a  Writing  Capstone
    b  Quantitative Literacy  Reported Capstone
    c  Critical Thinking  Reported Capstone
    d  Creative Problem Solving  Capstone
    e  Inquiry / Research  Reported Capstone
    La Trobe University
    4
    f  Ethical Behaviour  Capstone
    g  Discipline-Specific Knowledge and Skills  Reported Capstone
    LEARNING A on CTIVITY SUMMARY
    Learning Activity:  Schedule
    Lectures  Weeks 1-12
    Tutorials  Weeks 2-12
    Further information is available at https://sydney-campus.com/
    ASSESSMENT AND FEEDBACK SUMMARY 
    Assessment Tasks:  Due Date  SILOs  GCs  %  Comments
    Case Study 1 on Investment Portfolio
    Construction
    Friday 17 th March
    2017
    1, 3  a, b, d, g  20%  Individual task equivalent to
    1,000 words, and will involve
    both written and structural-
    based elements.
    Case Study 2 on Corporate Financial
    Policies
    Saturday 1 st April
    2017
    2  a, b, c, d,
    e, g
    20%  Group task equivalent to 500
    words per student, and will
    involve both written and
    calculation-based elements.
    Case Study 3 on Project Spreadsheet
    Modelling and Ethical Issues
    Wednesday 19 th April
    2017
    2  a, b, d, g  15%  Group task equivalent to 500
    words per student, and will
    involve written and spreadsheet-
    based elements.
    Case Study 4 on Financial Statement
    Analysis and Financial Distress
    Prediction
    Friday 5 th May 2017  4  a, f, g  15%  Individual task equivalent to
    1,000 words, and will involve
    written and quantitative
    analytical elements.
    Case Study 5 on Firm Risk Management  Friday 19 th May 2017  3  a, b, d, e,
    g
    15%  Group task equivalent to 500
    words, and will involve both
    written and calculation-based
    elements.
    Case Study 6 on Portfolio Performance
    Evaluation
    Friday 2 nd June 2017  1, 3  a, b, c, g  15%  Individual task equivalent to
    1,000 words, and will involve
    both written and structural-
    based elements.
    LEARNING RESOURCES
    Reading Type  Title  Author and Year  Publisher
    Recommended  Corporate Finance, 7 th Edition  Ross, S.A., Westerfield, R.W.,
    Jaffe, J. (2013)
    McGraw-Hill Education P/L
    Recommended  Business Finance  Peirson, G., Brown, R.,
    Easton, S., Pinder, S., Howard,
    P. (2015)
    McGraw-Hill Education P/L
    La Trobe University
    5
    STUDENT FEEDBACK ON SUBJECT SURVEY
    The Student Feedback on Subjects (SFS) Survey is part of the quality assurance process that occurs across the university. In
    this survey you are invited to tell us about your learning experiences in this subject. We want you to tell us of your
    experience in this subject. Your views will be taken seriously and will assist us to enhance this subject for the next group of
    students. Your feedback will also contribute to the text for ‘Summary of Previous Student Feedback’ below so please take the
    time 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-teaching
    SUMMARY OF SFS FEEDBACK FROM LAST YEAR
    Feedback Summary
    The feedback on this subject instance in 2016 was very positive (with an overall student feedback score 0f 4.25 out of 5.00
    for 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 creation
    of 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 Guidelines
    The University has a comprehensive policy framework to which both staff and students must adhere. You should familiarise yourself with
    those 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 Mail
    The relevant policies, procedures and guidelines can be found on the website at: http://www.latrobe.edu.au/policy/
    Academic Integrity
    Academic integrity means being honest in academic work and taking responsibility for learning the conventions of scholarship. La Trobe
    University views this seriously as evidenced by the following extract:
    Academic honesty is a fundamental principle in teaching, learning, research and scholarship. The University requires its
    academic staff and students to observe the highest ethical standards in all aspects of academic work and it
    demonstrates its commitment to these values by awarding due credit for honestly conducted scholarly work, and by
    penalising 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 your
    responsibilities in relation to Academic Integrity and if you have any questions, direct them to your Course Coordinator. Information can be
    found 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.pdf
    For assistance with referencing visit http://www.latrobe.edu.au/students/learning/academic-integrity/referencing-help
    La Trobe University
    6
    Special Consideration
    Special Consideration is the term used to describe a process that applies an equity measure to ensure that where any temporary adverse
    circumstances beyond the control of a student, that impact negatively on that student’s ability to demonstrate their learning achievement for
    an 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 to
    receive 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-consideration
    Extensions, Late Submissions and Penalties
    There are policies and procedures to guarantee fair, consistent and transparent treatment of late submission of assessment tasks provide
    equity 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 is
    documented 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 in
    submission of a day or partial day up to a maximum of five (5) working days after the due date. Assessment tasks will not
    be 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. Late
    submission of take home examinations is not permitted.
    Submission of special consideration applications for assignments, mid-semester tests and final examinations should be made online
    at: 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 information
    Student Complaint
    La Trobe University is committed to an effective complaints handling mechanism for students in line with its policy of creating a harmonious
    and productive study environment. Feedback stemming from student complaints is a valuable source of information that helps the University
    improve 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 office
    hours, 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 amount
    of time
      you are a victim of bullying or harassment
    For more information on student complaint process and to lodge a formal complaint email Student Services:
    studentservices-sydney@latrobe.edu.au
    Student 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 all
    La Trobe students – including those from non-English-speaking backgrounds – develop high-level academic speaking, writing, reading, and
    numeracy 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 University
    7
    Learning 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 and
    teaching staff in activities related to your studies from any location with Internet access. Most subjects have a LMS site into which you are automatically added
    as 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. If
    you 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/lms
    Library
    Your Library offers many ways to support your study. Play Library Quest lib.latrobe.edu.au/libraryquest to discover more about how we can
    help, 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 using
    information 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 schedule
    and 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 Services
    If you have special needs due to disability or other factors the Equality and Diversity Centre can provide advice and support. This Centre can
    be contacted by telephone on (03) 9479 2900 (Melbourne); (03) 5444 7410 (Bendigo); (02) 6024 9628 (Albury-Wodonga); National Relay
    Service 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 Support
    La Trobe University Sydney Campus has an onsite psychologist available to assist with any issue which is affecting your study
    Psychologist: Jane Rouse
    Email: jane.rouse@navitas.com
    For help with essay and report writing, referencing, oral presentation skills, study skills
    Academic Skills Advisor: Julian Ledger
    Email: J.Ledger@latrobe.edu.au
    Study Period 1, 2017 Dates
    Week 1  Week beginning 27 th Feb 2017
    Week 2  Week beginning 6 th March 2017
    Week 3  Week beginning 13 th March 2017
    Week 4  Week beginning 20 th March 2017
    Week 5  Week beginning 27 th March 2017
    Week 6  Week beginning 3 rd April 2017
    Week 7  Week beginning 10 th April 2017
    La Trobe University
    8
    Easter Break  14 th April 2017 – 23 rd April 2017
    Week 8  Week beginning 24 th April 2017
    Week 9  Week beginning 1 st May 2017
    Week 10  Week beginning 8 th May 2017
    Week 11  Week beginning 15 th May 2017
    Week 12  Week beginning 22 nd May 2017
    Exams  5 – 17 Jun 2017
    Results Released 3 rd July 2017 (TBC)
    La Trobe University
    9
    Schedule of Learning Activities
    Session Plan
    Week  Date  Topic  Activity  Assessment %  Resources  SILOs  GCs
    1
    February 27 th
    2017
    Subject Introduction
    and Portfolio
    Decision-Making
    Lecture 
    1  February 27 th
    2017
    Portfolio Decision-
    Making
    Case Study Task  20%
    Case Study 1
    1, 3  a, b,
    d, g
    2
    March 6 th 2017
    Portfolio Decision-
    Making
    Tutorial – Case Study 1
    Work
    Case Study 1
    2
    March 6 th 2017
    Portfolio Decision-
    Making
    Lecture 
    3  March 13 th
    2017
    Portfolio Decision-
    Making
    Tutorial – Case Study 1
    Work
    Case Study 1
    3  March 13 th
    2017
    Corporate Financial
    Policy Decisions
    Lecture 
    3  March 13 th
    2017
    Corporate Financial
    Policy Decisions
    Case Study Task  20%
    Case Study 2
    2  a, b, c,
    d, e, g
    4  March 20 th
    2017
    Corporate Financial
    Policy Decisions
    Tutorial – Case Study 2
    Work
    Case Study 2
    4  March 20 th
    2017
    Corporate Financial
    Policy Decisions
    Lecture 
    5  March 27 th
    2017
    Corporate Financial
    Policy Decisions
    Tutorial – Case Study 2
    Work
    Case Study 2
    5  March 27 th
    2017
    Financial Modelling
    and Ethical Issues
    Lecture 
    5  March 27 th
    2017
    Financial Modelling
    and Ethical Issues
    Case Study Task  15%
    Case Study 3
    2  a, b,
    d, g
    6
    April 3 rd 2017
    Financial Modelling
    and Ethical Issues
    Tutorial – Case Study 3
    Work
    Case Study 3
    6
    April 3 rd 2017
    Financial Modelling
    and Ethical Issues
    Lecture 
    7
    April 10 th 2017
    Financial Modelling
    and Ethical Issues
    Tutorial – Case Study 3
    Work
    Case Study 3
    7
    April 10 th 2017
    Financial Statement
    Analysis and Distress
    Lecture 
    7
    April 10 th 2017
    Financial Statement
    Analysis and Distress
    Case Study Task  15%
    Case Study 4
    4  a, f, g
    MID-SEMESTER
    BREAK
    8
    April 24 th 2017
    Financial Statement
    Analysis and Distress
    Tutorial – Case Study 4
    Work
    Case Study 4
    8
    April 24 th 2017
    Financial Statement
    Analysis and Distress
    Lecture 
    9
    May 1 st 2017
    Financial Statement
    Analysis and Distress
    Tutorial – Case Study 4
    Work
    Case Study 4
    9
    May 1 st 2017
    Firm Risk
    Management
    Lecture 
    9
    May 1 st 2017
    Firm Risk
    Management
    Case Study Task  15%
    Case Study 5
    3  a, b,
    d, e, g
    La Trobe University
    10
    Week  Date  Topic  Activity  Assessment %  Resources  SILOs  GCs
    10
    May 8 th 2017
    Firm Risk
    Management
    Tutorial – Case Study 5
    Work
    Case Study 5
    10
    May 8 th 2017
    Firm Risk
    Management
    Lecture 
    11
    May 15 th 2017
    Firm Risk
    Management
    Tutorial – Case Study 5
    Work
    Case Study 5
    11
    May 15 th 2017
    Portfolio
    Performance
    Evaluation
    Lecture 
    11
    May 15 th 2017
    Portfolio
    Performance
    Evaluation
    Case Study Task  15%
    Case Study 6
    1, 3  a, b, c,
    g
    12
    May 22 nd 2017
    Portfolio
    Performance
    Evaluation
    Tutorial – Case Study 6
    Work
    Case Study 6
    12
    May 22 nd 2017
    Portfolio
    Performance
    Evaluation
    Lecture 
    Learning Activity Details
    Some lecture classes will provide content relevant and specific to completing case study tasks, and some classes may run in
    workshop 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, please
    ensure 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 University
    11
    Assessment and Feedback Details
    Assessment Task 1  Due Date  %  SILOs Assessed
    Case Study on Investment Portfolio Construction  March 17 th 2017  20%  1, 3
    Submission Details
    Case Study is to be submitted on-line via the Subject LMS site.
    Grading Criteria and Feedback
    Grading 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 Task
    This 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 Assessed
    Case Study on Corporate Financial Policy Decision-making  April 1 st 2017  20%  2
    Submission Details
    Case Study is to be submitted on-line via the Subject LMS site.
    Grading Criteria and Feedback
    Grading 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 Task
    This case study will involve the determination of the corporate financial policies employed by a listed company and an assessment of their
    relationship with company valuation and performance.
    Assessment Task 3  Due Date  %  SILOs Assessed
    Case Study on Financial Modelling and Ethical Issues  April 19 th 2017  15%  2
    Submission Details
    Case Study is to be submitted on-line via the Subject LMS site.
    Grading Criteria and Feedback
    Grading 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 Task
    This 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 Assessed
    Case Study on Financial Statement Analysis and Financial Distress May 5 th 2017  15%  4
    Submission Details
    Case Study is to be submitted on-line via the Subject LMS site.
    Grading Criteria and Feedback
    Grading 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 Task
    This case study will involve the financial analysis of a distress business and prediction of financial distress likelihood.
    Assessment Task 5  Due Date  %  SILOs Assessed
    La Trobe University
    12

    CASE STUDIES IN FINANCE [FIN3CSF] 代写
    Case Study on Firm Risk Management  May 19 th 2017  15%  3
    Submission Details
    Case Study is to be submitted on-line via the Subject LMS site.
    Grading Criteria and Feedback
    Grading 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 Task
    This 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 Assessed
    Case Study on Portfolio Performance Evaluation  June 2 nd 2017  15%  1, 3
    Submission Details
    Case Study is to be submitted on-line via the Subject LMS site.
    Grading Criteria and Feedback
    Grading 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 Task
    This 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