Course Coordinator:Sajid Anwar (sanwar@usc.edu.au) School:School of Business and Creative Industries
UniSC Sunshine Coast |
Blended learning | Most of your course is on campus but you may be able to do some components of this course online. |
Online |
Online | You can do this course without coming onto campus. |
Please go to usc.edu.au for up to date information on the
teaching sessions and campuses where this course is usually offered.
This course provides an in-depth exploration of direct and indirect investments, encompassing securities, managed funds, and derivatives. Through this course, you will develop proficiency in applying investment and portfolio management theories to effectively construct portfolios. Moreover, this course considers the impact of foreign exchange risk and taxation in constructing a portfolio that best aligns with your investment objectives. By the end of the course, you will have acquired the necessary skills to construct an investment portfolio that meets your desired goals.
Activity | Hours | Beginning Week | Frequency |
Blended learning | |||
Learning materials – Interactive online learning activities. | 1hr | Week 1 | 12 times |
Tutorial/Workshop 1 – Scheduled face to face workshops. | 2hrs | Week 1 | 11 times |
Online | |||
Learning materials – Interactive online learning activities. | 1hr | Week 1 | 12 times |
Tutorial/Workshop 1 – Scheduled online workshops (Recorded). | 2hrs | Week 1 | 11 times |
The role and scope of investments
Investment environment and market transactions
Investment return and risk
Modern portfolio concepts
Share investments and share valuation
Market Efficiency
Bond investments and bond valuation
Derivative securities: Options and futures contracts
Managed funds investment
Evaluating the portfolio performance
300 Level (Graduate)
12 units
Course Learning Outcomes On successful completion of this course, you should be able to... | Graduate Qualities Mapping Completing these tasks successfully will contribute to you becoming... | Professional Standard Mapping * Association to Advance Collegiate Schools of Business | |
1 | Use analytical thinking to identify and evaluate investment related problems. |
Creative and critical thinker Ethical |
PC3, PC3.1, PC6 |
2 | Exhibit initiative and apply innovation and strategic thinking to make investment decisions. | Empowered |
PC3, PC6, PC6.2 |
3 | Work effectively with teams from diverse backgrounds, display effective leadership behaviours and effectively communicate to a range of stakeholders. | Engaged |
PC2, PC2.1 |
4 | Interpret and analyse financial information and apply relevant concepts to suggest innovative solutions. | Knowledgeable |
PC1.1, PC6.2 |
CODE | COMPETENCY |
Association to Advance Collegiate Schools of Business | |
PC1.1 | Written Communication |
PC2 | Collaboration |
PC2.1 | Teamwork |
PC3 | Creative and Critical Thinking |
PC3.1 | Problem Solving |
PC6 | Career-ready |
PC6.2 | Discipline Knowledge |
Refer to the UniSC Glossary of terms for definitions of “pre-requisites, co-requisites and anti-requisites”.
ACC211
Not applicable
Not applicable
Not applicable
Standard Grading (GRD)
High Distinction (HD), Distinction (DN), Credit (CR), Pass (PS), Fail (FL). |
Practice quiz will be made available to students in week 3.
Delivery mode | Task No. | Assessment Product | Individual or Group | Weighting % | What is the duration / length? | When should I submit? | Where should I submit it? |
All | 1 | Plan | Individual | 20% | 800 words |
Week 5 | Online Assignment Submission with plagiarism check |
All | 2 | Case Study | Group | 30% | 2,000 words |
Week 10 | Online Assignment Submission with plagiarism check |
All | 3 | Written Piece | Individual | 50% | 1,500 words |
Week 13 | Online Assignment Submission with plagiarism check |
All - Assessment Task 1:Investment Plan | ||||||||||
Goal: | Demonstrate and apply knowledge of the role of investments, investment market transactions, investment risk and return. |
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Product: | Plan | |||||||||
Format: | This is an individual assessment, which focuses on contents covered in modules 1 to 4. For detailed information, please see the instruction sheet for Task 1 on Canvas. |
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Criteria: |
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Generic Skills: | Problem solving, Applying technologies |
All - Assessment Task 2:Group report | ||||||||||||||||||||||
Goal: | Collaborate in a team to solve a real-life investment problem. |
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Product: | Case Study | |||||||||||||||||||||
Format: | This is a group assessment. Prepare a formal written report in groups of 3-4 students. This task is being used for measuring assurance of learning towards Association to Advance Collegiate Schools of Business (AACSB) accreditation. The following Program Competency will be assessed: PC2.1: Demonstrate an understanding of effectively managing and working in teams in a business context Details are provided in the assessment area in Canvas. |
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Criteria: |
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Generic Skills: | Communication, Collaboration, Problem solving |
All - Assessment Task 3:Written Piece | ||||||||||
Goal: | Demonstrate knowledge and application of the main areas of investment management. |
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Product: | Written Piece | |||||||||
Format: | This is an individual assessment. Written responses to 5 compulsory questions will be required. The questions will involve a mix of calculations and discussion on content covered throughout the course. Details will be provided via Canvas. |
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Criteria: |
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Generic Skills: | Communication, Problem solving |
A 12-unit course will have total of 150 learning hours which will include directed study hours (including online if required), self-directed learning and completion of assessable tasks. Student workload is calculated at 12.5 learning hours per one unit.
Please note: Course information, including specific information of recommended readings, learning activities, resources, weekly readings, etc. are available on the course Canvas site– Please log in as soon as possible.
Please note that you need to have regular access to the resource(s) listed below. Resources may be required or recommended.
Required? | Author | Year | Title | Edition | Publisher |
Recommended | Scott B. Smart,Chad J. Zutter | 2020 | Fundamentals of Investing, Global Edition | 14th | Pearson |
Recommended | Lawrence J. Gitman,Michael Joehnk,Roger H. Juchau,Brett Wheldon,Sue Wright | 2011 | Fundamentals of Investing | 3 | Pearson |
Not applicable
Academic integrity is the ethical standard of university participation. It ensures that students graduate as a result of proving they are competent in their discipline. This is integral in maintaining the value of academic qualifications. Each industry has expectations and standards of the skills and knowledge within that discipline and these are reflected in assessment.
Academic integrity means that you do not engage in any activity that is considered to be academic fraud; including plagiarism, collusion or outsourcing any part of any assessment item to any other person. You are expected to be honest and ethical by completing all work yourself and indicating in your work which ideas and information were developed by you and which were taken from others. You cannot provide your assessment work to others. You are also expected to provide evidence of wide and critical reading, usually by using appropriate academic references.
In order to minimise incidents of academic fraud, this course may require that some of its assessment tasks, when submitted to Canvas, are electronically checked through Turnitin. This software allows for text comparisons to be made between your submitted assessment item and all other work to which Turnitin has access.
Your eligibility for supplementary assessment in a course is dependent of the following conditions applying: The final mark is in the percentage range 47% to 49.4% The course is graded using the Standard Grading scale You have not failed an assessment task in the course due to academic misconduct
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