Financial Analysis Techniques

Accounting and Finance

(
AFN72006
)
Unit Code
R/615/3320
Level
Level 7
Distance Learning
£390
Class Room
£1490
Verification
BLOCKCHAIN-BASED
Unit Code
R/615/3320
Level
Level 7
Distance Learning Fee
£390
Face to Face Fee
£1490
Verification
BLOCKCHAIN-BASED
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Total Fee £1600

£2360 (£1600 during the tuition waiver period)

Please see the Tuition Fee section to see if you are eligible for a scholarship.
Course Overview

The purpose of this unit is to develop understanding of market equilibrium models, bond valuation and performance evaluation. At the end of this unit learners should be encouraged to make enquiries as to the cause and effect of the impact of current developments in the world’s capital markets on the investment process and critically appraise current thinking on the theories and investments.

Course Content

Introduction to the module

Introduction to Securities

  • Meaning and Concept
  • Types of Financial Security
  • Features and Types of each Financial Security
  • Advantages, Disadvantages, Risk and Return of the Securities

Trading of Securities and New issues in the World Market

  • Introduction to the Trading Procedure

Understanding the principles of investment theory, security and market analysis and efficiency

  • Principles of investment theory
  • Importance of security in financial analyst
  • Market analyst

Understanding the Principles of Taxation

  • Principles of Taxation
  • Taxes on What you Earn
  • Taxes on What you Buy
  • Taxes on Things you Own

Financial Services Industry

  • Introduction to Financial Service Industry
  • Types of financial sectors
  • Regulations in Financial Service Industry
  • Financial development and economic growth Economists

Understanding Client Portfolios according to Customer Profile

  • Introduction to Client Portfolios
Learning Outcome & Assessment Criteria

1. Critically evaluate the strengths and weaknesses the different types of securities

  1. Identify different types of securities and their concepts
  2. Evaluate the characteristics of each of the securities identified
  3. Critically analyse the characteristics and the strengths and weaknesses of different types of securities

2.  Analyse and explain the regulation of, and procedures relating to, the trading of securities and new issues in the world markets, including the London Stock Exchange (LSE)

  1. Identify the regulations and procedures relating to trading securities
  2. Investigate the arising issues in the global markets including (LSE)
  3. Explain the impact of government policy and legal regulation on HR strategies and practices

3.  Know how to apply the principles of investment theory, security and market analysis and efficiency

  1. Identify and investment theory. explain the principles of
  2. Critically evaluate securities
  3. Evaluate the underlying concepts of market analysis and efficiency

4.  Analyse the principles of taxation and their implications, including income tax, capital gains tax, inheritance and corporation tax

  1. Identify the range of taxes and their characteristics
  2. Explain the implications of taxation

5.  Critically evaluate the effectiveness of the law and regulation in controlling the financial services industry

  1. Identify the regulations prevailing in the financial services industry

6.  Know how to plan, manage and review client portfolios according to customer profile and the needs in order to recommend and justify appropriate types of savings and investment

  1. Evaluate client portfolios according to customer profile
  2. Investigate issues relating to portfolio management
Assessment
  • The assessment strategy for this course is designed to test all the learning outcomes.
  • Learners must demonstrate successful achievement of all learning outcomes to pass the course.
Assessment Marking Criteria

Scholarships

Citizens of the following countries are eligible for a 50% scholarship upon writing a personal statement. All scholarships are to be approved by the Academic Board. The list of countries are: Sri Lanka, Indonesia, Philippines, Bhutan, Morocco, Vietnam, Papua New Guinea, Laos, Cambodia, India, Nigeria, Ghana, Bangladesh, Laos, Myanmar, Pakistan, Nepal and South Africa. Please talk to your student counselor and ask for the Coupon Code to get the 50% Tuition Waiver.

  • The assessment criteria for a pass will be presented with the summative exercise.
  • Further information and guidance on the assessment will be made available through the tutor.
Unit Pass Requirements

To pass the unit a 40% overall grade must be achieved.

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