Core Module Information
Module title: Financial Services Decision-Making & Planning II (HK)

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

Module code: FIN09901
Module leader: Henry Huang
School The Business School
Subject area group: Accounting and Finance
Prerequisites

Financial Services Decision-Making & Planning I
Financial statement analysis, project evaluation–net present value, cash budgeting, preparing business plans

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/business customer relationships and highlight the significance of financial services in business financial planning;
LO2: Discuss the principles of lending, highlighting the role and responsibilities of lending bankers and apply institutional practices;
LO3: Critically assess the quality of business financial reporting as evidence in lending decision-making and analyse a range of relevant financial statements;
LO4: Appraise capital funding/resource planning in the context of the banker/business customer relationships with particular emphasis on working capital.

Full Details of Teaching and Assessment
2022/3, Trimester 1, Face-to-Face,
VIEW FULL DETAILS
Occurrence: 001
Primary mode of delivery: Face-to-Face
Location of delivery: HONG KONG
Partner:
Member of staff responsible for delivering module: Henry Huang
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
Learning & teaching methods including their alignment to LOs:
Full paper-based and online learning materials are provided and cover the key elements of financial institution/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. Students are also provided with a Study Guide (paper-based and online). Face-to-face introductory lecture to the module followed by weekly 3-hour tutorial sessions provided by a Hong Kong local tutor. 8 hours concentrated examination revision delivered by the Module Leader and up to 4 hours individual consultancy.
Employability/PDP/scholarship skills: Assessment 1 allows students to develop their team-working and communications skills. It is a group case study (3 students per group) designed to develop skills for the gathering, evaluation, analysis and presentation of a lending report and recommendation.
Assessment: Assessment 1 is marked as a case study report with 20% of the mark being allocated to presentation and structure and 80% to critical analysis and decision-making.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 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 WebCT Vista, all students have access to learning materials, assessment details, etc. and can communicate via the e-mail link.
Internationalisa

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 11
Face To Face Practical classes and workshops 33
Independent Learning Guided independent study 154
Face To Face CL_TST 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= 1500
Centrally Time Tabled Examination 50 3,4,5 14/15 HOURS= 2, WORDS= 0
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100
2022/3, Trimester 2, Face-to-Face,
VIEW FULL DETAILS
Occurrence: 002
Primary mode of delivery: Face-to-Face
Location of delivery: HONG KONG
Partner:
Member of staff responsible for delivering module: Henry Huang
Module Organiser:


Learning, Teaching and Assessment (LTA) Approach:
earning & teaching methods including their alignment to LOs:
Full paper-based and online learning materials are provided and cover the key elements of financial institution/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. Students are also provided with a Study Guide (paper-based and online). Face-to-face introductory lecture to the module followed by weekly 3-hour tutorial sessions provided by a Hong Kong local tutor. 8 hours concentrated examination revision delivered by the Module Leader and up to 4 hours individual consultancy.
Employability/PDP/scholarship skills: Assessment 1 allows students to develop their team-working and communications skills. It is a group case study (3 students per group) designed to develop skills for the gathering, evaluation, analysis and presentation of a lending report and recommendation.
Assessment: Assessment 1 is marked as a case study report with 20% of the mark being allocated to presentation and structure and 80% to critical analysis and decision-making.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 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.
Internationalisation: The module content itself is international in application.


Formative Assessment:
.

Summative Assessment:
.

Student Activity (Notional Equivalent Study Hours (NESH))
Mode of activityLearning & Teaching ActivityNESH (Study Hours)
Face To Face Lecture 11
Face To Face Tutorial 33
Independent Learning Guided independent study 154
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
Report 50 1, 2 9 HOURS= 0, WORDS= 1500
Centrally Time Tabled Examination 50 3, 4, 5 15 HOURS= 2, WORDS= 0
Component 1 subtotal: 50
Component 2 subtotal: 50
Module subtotal: 100

Indicative References and Reading List - URL:
Contact your module leader