Module title: Personal Investment and Portfolio Planning

SCQF level: 08:
SCQF credit value: 20.00
ECTS credit value: 10

Module code: FIN08104
Module leader: David White
School The Business School
Subject area group: Accountancy Finance and Law
Prerequisites

There are no pre-requisites for this module to be added

2018/9, Trimester 1, Face-to-Face, Edinburgh Napier University
Occurrence: 001
Primary mode of delivery: Face-to-Face
Location of delivery: CRAIGLOCKHAR
Partner: Edinburgh Napier University
Member of staff responsible for delivering module: David White
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Learning & teaching methods including their alignment to learning outcomes:
Students are expected to research a range of companies chosen by themselves and negotiated with the module leader for inclusion in their portfolio. The rationale for their choice of portfolio is covered in LO1. Students learn in LOs 2, 3, 4, and 5 how to go about researching company information and how to interpret it in enabling them to choose companies' securities for inclusion in their portfolio which meet the rationale underlying it. The technical and theoretical aspects of this are covered in lectures and the practical application is covered in tutorial exercises. Students should begin researching and constructing their portfolio at an early stage in the module.

Embedding of employability/PDP/scholarship skills
The portfolio requires to be monitored and updated regularly. Company, sector and market data have to be acquired frequently and systematically, then evaluated and recorded in a spreadsheet. Computational skills (LOs 2-6) are developed as students have to compare each company with its sector (similar companies) and the market as a whole. This requires them to obtain the relevant figures on security price changes, sector index changes and market index changes and to compare them on a percentage basis in order to make valid comparisons. The figures are expected to be presented in chart form. These skills are also encouraged via the computational exercises covered in tutorials. Throughout the process students have to make important decisions which can effect the value of their investments and they have to discuss the development of their portfolio with the module leader as they go along, encouraging their negotiating and communications' skills. Since students are given a high degree of autonomy throughout the module in order to collect data and to monitor and maintain their developing portfolio, considerable self-discipline and time management is required.

A

Formative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Summative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Student Activity (Notional Equivalent Study Hours (NESH))
Mode of activityLearning & Teaching ActivityNESH (Study Hours)
Face To Face Lecture 12
Face To Face Practical classes and workshops 20
Independent Learning Guided independent study 168
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Portfolio 100 1 - 6 14/15 HOURS= 0, WORDS= 4000
Component 1 subtotal: 100
Component 2 subtotal: 0
Module subtotal: 100
2018/9, Trimester 2, Face-to-Face, Edinburgh Napier University
Occurrence: 002
Primary mode of delivery: Face-to-Face
Location of delivery: CRAIGLOCKHAR
Partner: Edinburgh Napier University
Member of staff responsible for delivering module: David White
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Learning & teaching methods including their alignment to learning outcomes:
Students are expected to research a range of companies chosen by themselves and negotiated with the module leader for inclusion in their portfolio. The rationale for their choice of portfolio is covered in LO1. Students learn in LOs 2, 3, 4, and 5 how to go about researching company information and how to interpret it in enabling them to choose companies' securities for inclusion in their portfolio which meet the rationale underlying it. The technical and theoretical aspects of this are covered in lectures and the practical application is covered in tutorial exercises. Students should begin researching and constructing their portfolio at an early stage in the module.

Embedding of employability/PDP/scholarship skills
The portfolio requires to be monitored and updated regularly. Company, sector and market data have to be acquired frequently and systematically, then evaluated and recorded in a spreadsheet. Computational skills (LOs 2-6) are developed as students have to compare each company with its sector (similar companies) and the market as a whole. This requires them to obtain the relevant figures on security price changes, sector index changes and market index changes and to compare them on a percentage basis in order to make valid comparisons. The figures are expected to be presented in chart form. These skills are also encouraged via the computational exercises covered in tutorials. Throughout the process students have to make important decisions which can effect the value of their investments and they have to discuss the development of their portfolio with the module leader as they go along, encouraging their negotiating and communications' skills. Since students are given a high degree of autonomy throughout the module in order to collect data and to monitor and maintain their developing portfolio, considerable self-discipline and time management is required.

A

Formative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Summative Assessment:
The University is currently undertaking work to improve the quality of information provided on methods of assessment and feedback. Please refer to the section on Learning and Teaching Approaches above for further information about this module’s learning, teaching and assessment practices, including formative and summative approaches.

Student Activity (Notional Equivalent Study Hours (NESH))
Mode of activityLearning & Teaching ActivityNESH (Study Hours)
Face To Face Lecture 12
Face To Face Practical classes and workshops 20
Independent Learning Guided independent study 168
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Portfolio 100 1 - 6 14/15 HOURS= 0, WORDS= 4000
Component 1 subtotal: 100
Component 2 subtotal: 0
Module subtotal: 100

Description of module content:

The importance of timing of investment decisions and the appropriateness of investment products is emphasised, as is the need for diversity through company, sector and geographical spread of investments in order to reduce specific risk. Students will learn the main rationales for investment and the correspondingly different types of portfolio. The wide range of marketable and non-marketable investments and their diverse properties are covered. Students will learn the techniques of fundamental analysis in evaluating a company’s financial performance and the quality of its management. They will understand and evaluate the use of technical analysis through charts and moving averages. They will also learn how to use basic accounting ratios, simple income and capital priority percentages, and information obtainable from company reports. Students will understand the potential impact of economic and political factors on a company’s fortunes and aspirations both in relation to its industrial/commercial sector and to the economy as a whole (both domestically and globally). Students will acquire competence in using the financial press and be able to critically compare their chosen companies with similar companies and the market as a whole.

Learning Outcomes for module:

LO1: Comprehend the rationale behind personal investment and portfolio planning.
LO2: Comprehend the importance of risk, timing, liquidity and diversification in constructing and maintaining a portfolio.
LO3: Review the range of marketable and non-marketable investments and their importance in relation to income and growth generation.
LO4: Develop an insight into the performance of selected companies in relation to their sectors and the main market indices.
LO5: Comprehend the basic principles of fundamental analysis
LO6: Explain the basic principles of technical analysis

Indicative References and Reading List - URL:

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