Programme: Engineering Management Bachelor’s Programme - Financial Management module for students starting from 2015
Subject Role: Compulsory for the specialisation
Recommended semester: 0
Objectives
The course’s main goal is to familiarize the students with the operating mechanisms of equity markets, stock exc-hanges, the main market institutions, indices, the basics of equity analysis and the main portfolio-management stra-tegies. During the semester the main emphasis will be on the fundamental analysis of equities. The course covers mainly the content of the modul VI. of the CFA (Chartered Financial Analyst) exam.
Academic results
Knowledge
- the main concepts of equity markets,
- the context and most important theories of equity markets,
- the main methods of equity analysis,
- the main strategies of portfolio management,
Skills
- plan and organize independent learning,
- comprehend and use the professional literature of the topic,
- grasp the professional language in writing and speech,
- recognize and solve practical professional problems.
Attitude
- are open to learn and adapt the methodology of equity investments,
- collaborate with their instructors and fellow students during the learning process,
- gain knowledge and information,
- are open to critical thinking.
Independence and responsibility
- are open to accept reliable critical remarks,
- are able to solve practical professional problems independently.
Teaching methodology
Lectures and written communication, use of ICT tools and techniques.
Materials supporting learning
- Az előadások prezentációinak anyaga, ami a félév során folyamatosan fog feltöltésre kerülni.
- Bodie - Kane - Marcus: Investments (10th edition), McGraw-Hill, 2014.
- Brealey, R. - Myers, C.S. - Allen, F.: Principles of Corporate Finance, McGraw-Hill, 2008.
- Slideshows of the lectures which will be uploaded continously during the semester.
- Bodie - Kane - Marcus: Investments (10th edition), McGraw-Hill, 2014.
- Brealey, R. - Myers, C.S. - Allen, F.: Principles of Corporate Finance, McGraw-Hill, 2008
General Rules
Assessment of the learning outcomes described under 2.2. is based on one written end-term test.
Performance assessment methods
B. Detailed description of end-term assesment: 1. Written Exam: 90 minutes, 100 points. The test consists of mostly calculations and some definitions.
Percentage of performance assessments, conducted during the study period, within the rating
Percentage of exam elements within the rating
- Exam (written): 100%
Conditions for obtaining a signature, validity of the signature
Az aláírás megszerzésének a TVSZ-ben rögzített általános szabályokon túl nincs feltétele. A megszerzett aláírás a TVSZ szerinti időtartamig érvényes.
Issuing grades
| % | |
|---|---|
| Excellent | 90-100 |
| Very good | 80–90 |
| Good | 70–79 |
| Satisfactory | 60–69 |
| Pass | 40–59 |
| Fail | 40 |
Retake and late completion
Re-taking the exam during the exam-period.
Coursework required for the completion of the subject
| Nature of work | Number of sessions per term |
|---|---|
| Participation in contact lessons | 14×2=28 |
| Preparing for the exam | 62 |
| total | 90 |
Approval and validity of subject requirements
Consulted with the Faculty Student Representative Committee, approved by dr. Lógó Emma, Vice Dean for Education, valid from September 1, 2018.
Topics covered during the term
Subject includes the topics detailed in the course syllabus to ensure learning outcomes listed under 2.2. can be achieved. Timing of the topics may be affected by calendar or other circumstances in each semester.
| Lecture topics | |
|---|---|
| 1. | Introduction to the course |
| 2. | Structures and functions of financial institutions, macrofinances, financial markets |
| 3. | Equity Markets: Characteristics, Institutions and Benchmarks, Types and characteristics of Equity Securities. |
| 4. | Equity Market Investments and Risks, Market Valuation and Return Analysis, CAPM etc. |
| 5. | Behavioral Finance and Technical Analysis |
| 6. | Fundamental Analysis (Macro, Industry) I. |
| 7. | Fundamental Analysis (Company) II. |
| 8. | Fundamental Analysis (Company) III. |
| 9. | Equity Portfolio Management Strategies and Performance Analysis 1. |
| 10. | Equity Portfolio Management Strategies and Performance Analysis 2. |
| 11. | Bonds, FX markets, forwards, futures, swaps, options etc. |
| 12. | Stock market crises |
| 13. | Practice of the Calculations, Consultation |
| 14. | Practice of the Calculations, Consultation |
| 15. | Buffer Week |
Additional lecturers
| Name | Position | Contact details |
|---|---|---|
Approval and validity of subject requirements
Part I-III of the Subject Form is to be approved by the Head of Department of Finance named under 1.8.