CASE STUDIES IN FINANCE [FIN3CSF] 代写
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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
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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
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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
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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
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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/
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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
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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)
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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
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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.
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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
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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
