Module title: Financial Services and Decision Making Planning 2

SCQF level: 09:
SCQF credit value: 20.00
ECTS credit value: 10

Module code: FIN09101
Module leader: Henry Huang
School The Business School
Subject area group: Accountancy Finance and Law
Prerequisites

FIN08102
Financial Services Decision-Making & Planning I
SCQF 07

2019/0, 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: Henry Huang
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Embedding of employability/PDP/scholarship skills:
Lectures explain the key elements of financial institution/corporate customer relationships (LO1), principles of lending (LO2), analysis of quantitative evidence for lending decision-making (LO3) and the wider implications for bankers in corporate financial planning (LO4 and LO5). Tutorials use a problem-based learning approach to corporate lending: small group or individual consultancies to support coursework and summative assessment requirements.
Assessment1 Is a case study designed to develop skills for the gathering, evaluation, analysis and presentation of a funding report and recommendation. Assessment 2 is a centrally planned exam, the examination focused on a critical understanding of theories and techniques relevant to the banker in their relationship with a corporate customer
Research/teaching linkages:
While the fundamental finance principles for corporate investment have not been subject to change, practice has been researched and such research is embedded in the teaching programme. Students are expected to apply these research findings and be critical of current practice in their evaluation of the lending case study assessment.
Supporting equality and diversity:
Through Moodle, all students have access to learning materials, assessment requirements, lecturer contact details, etc.
Internationalisation:
Part of the module is delivered in the context of international financial operating and business environment of FI. Extended readings cover various non-UK issues and FIs


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 24
Face To Face Practical classes and workshops 12
Independent Learning Guided independent study 162
Face To Face Centrally Time Tabled Examination 2
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Project - Written 50 1 - 5 9 HOURS= 0, WORDS= 1000
Centrally Time Tabled Examination 50 1 - 5 14/15 HOURS= 2, WORDS= 0
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100
2019/0, Trimester 1, Blended, Edinburgh Napier University
Occurrence: 002
Primary mode of delivery: Blended
Location of delivery: CRAIGLOCKHAR
Partner: Edinburgh Napier University
Member of staff responsible for delivering module: Henry Huang
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Full onlien learning materials are provided and cover the key elements of financial institutions/business customer relationships (LO1), principles of lending (LO2), analysis of quantitative evidence for lending decision-making (LO3) and the wider implications for bankers in business financial planning (LO4 and LO5). Problem based learning approach to business lending. Small group and/or individual consultancies online to support assesssments are available via Web CT vista.

Employability/PDP/scholarship skills: Assessment 1 allows students to develop their team-working and communication skills. It is agroup case study (3 students per group) designed to develop skills for the gathering, evaluation, analysis and presentation of a lending report and recommendation.

Assessment: Assesment 1 is marked as a group report with 20% of the mark beign allocated to presentation and structure and 80% to critical analysis and decision-mkaing. This assessment is also peer marked. Assessment 2 is supervised, the examination centred on a critical understanding of theories and techniques relevant to the banker in their relationship with a business customer.

Research/Teaching Linkages: While lending principles for business borrowing have not been subject to change, lending practice has been researched and such resech is embedded in the teaching programme. Students are expected to apply these research finding and be crticial of current practice in their evaluation of the lending case study assessment.

Supporting Equality and Diversity: Through Web CT Vista, all students have access to learning materials, assessment details, etc, and can communicate via the e-mail link.

Internationalisation: The module content itself is generic, the lending principles and lending decision-making evdience having worldwide application.

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)
Online Lecture 24
Independent Learning Guided independent study 87
Independent Learning Guided independent study 87
Face To Face Centrally Time Tabled Examination 2
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Project - Written 50 1, 2 9 HOURS= 0, WORDS= 1000
Centrally Time Tabled Examination 50 3 - 5 14/15 HOURS= 2, WORDS= 0
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100
2019/0, Trimester 2, Blended, Edinburgh Napier University
Occurrence: 003
Primary mode of delivery: Blended
Location of delivery: CRAIGLOCKHAR
Partner: Edinburgh Napier University
Member of staff responsible for delivering module: Henry Huang
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Full onlien learning materials are provided and cover the key elements of financial institutions/business customer relationships (LO1), principles of lending (LO2), analysis of quantitative evidence for lending decision-making (LO3) and the wider implications for bankers in business financial planning (LO4 and LO5). Problem based learning approach to business lending. Small group and/or individual consultancies online to support assesssments are available via Web CT vista.

Employability/PDP/scholarship skills: Assessment 1 allows students to develop their team-working and communication skills. It is agroup case study (3 students per group) designed to develop skills for the gathering, evaluation, analysis and presentation of a lending report and recommendation.

Assessment: Assesment 1 is marked as a group report with 20% of the mark beign allocated to presentation and structure and 80% to critical analysis and decision-mkaing. This assessment is also peer marked. Assessment 2 is supervised, the examination centred on a critical understanding of theories and techniques relevant to the banker in their relationship with a business customer.

Research/Teaching Linkages: While lending principles for business borrowing have not been subject to change, lending practice has been researched and such resech is embedded in the teaching programme. Students are expected to apply these research finding and be crticial of current practice in their evaluation of the lending case study assessment.

Supporting Equality and Diversity: Through Web CT Vista, all students have access to learning materials, assessment details, etc, and can communicate via the e-mail link.

Internationalisation: The module content itself is generic, the lending principles and lending decision-making evdience having worldwide application.

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)
Online Lecture 24
Independent Learning Guided independent study 87
Independent Learning Guided independent study 87
Face To Face Centrally Time Tabled Examination 2
Total Study Hours200
Expected Total Study Hours for Module200


Assessment
Type of Assessment Weighting % LOs covered Week due Length in Hours/Words
Other 50 1, 2 9 HOURS= 0, WORDS= 1000
Centrally Time Tabled Examination 50 3 - 5 14/15 HOURS= 2, WORDS= 0
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100

Description of module content:

Companies, Corporate Planning, Banking services and the Role of Financial Services Managers
Valuation and financial statement analysis
Cash flows in financial planning
Time value of money
Risk and return.
Interest rates, bond and stock valuations
Cash flow discounting
Payback, Net Present Value and Internal Rate of Return techniques in investment decisions
Cost of capital
Capital structure theory: Understand the importance of capital structure theory in lending decision-making
Working Capital

Learning Outcomes for module:

LO1: Demonstrate financial institution/corporate customer relationships and highlight the fundamental role of financial services in corporate financial planning;
LO2: Discuss the principles of financing, highlighting the role and responsibilities of lending institutions and investors for market practices;
LO3: Critically assess the quality of corporate financial reporting and analysis as evidence in investment decision-making and analyse a range of financial techniques;
LO4: Appraise the principles and practice of capital funding planning in the context of the banker/corporate customer relationships;
LO5: Appraise the principles and practice of capital resource planning in the context of banker/corporate customer relationships with particular emphasis on working capital.

Indicative References and Reading List - URL:

Core - GITMAN, L. (2009) PRINCIPLES OF MANAGERIAL FINANCE: PEARSON PRENTICE HALL, 12th ed.
ROSS, S., WESTERFIELD, R. AND JAFFE, J. (2005) CORPORATE FINANCE: MCGRAW HILL, 7th ed.
MISHKIN, F. AND EAKINS, S. (2012) FINANCIAL MARKETS AND INSTITUTIONS: PEARSON PRENTICE HALL, 7th ed.
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