Course Name : Financial Institutions and Investments

Degree: Bachelor

Code

Year/Semester

Local Credits

ECTS Credits

Course Implementation, Hours/Week

Course

Tutorial

Laboratory

EF 222

Spring

3.5

6

3

1

-

Department

Economics and Finance

Instructors

Prof. Oral Erdoğan, Kenan Tata

Contact Information

e-mail: ktata@pirireis.edu.tr

Office Hours

Thursday 15:00-17:00 / Friday 11:00-12:00

Web page

http://www.pirireis.edu.tr/pruonline/www/index.php

Course Type

 Compulsory

Course Language

English

Course Prerequisites

Course Category by Content, %

Basic Sciences

Engineering Science

Engineering Design

Humanities

Course Description

Financial İnstitutions and Investment Environment, Financial Services, Buying and Selling Securities, Decision Making and Efficiency, Portfolio Selection and diversification, Market model, CAPM, APT, Financial Analysis and Security Selection, Performance Evaluation, Derivatives

Course Objectives

: Introduction to the investment environment will provides students with an indepth understanding of both institutions and the broad set of instruments, which as a whole serve the purpose of decision making towards saving, investing, speculation, risk transfer etc. This procedure involves not only the mechanics and the practical issues in the financial habitat, but also a more rigorous and formal development of fundamental ideas like risk-return relationship, portfolio choice, asset pricing, budgeting decisions, derivatives and risk protection.

Course Learning Outcomes

Students who passed EF 322 will be proficient in the following topics:

1. Financial Markets and Services
2. Buying and Selling Securities
3. Portfolio Selection..
4. Market Model
5. CAPM
6. APT
7. Performance Evaluation
8. Derivative Instruments and Risk Transfer.

Instructional Methods and Techniques

Theoretical presentation

Tutorial Place

-

Co-term Condition

-

Textbook

Alexander, Sharpe, Bailey “Fundamentals of Investments”, 3rd ed., Prentice Hall, 2001

-Saunders “Financial Institutions Management”, McGraw Hill, 2000

-Bodie Kane Marcus "Investments" (2013-2014)

-Elton, Gruber, Brown, Goetzman "Modern Portfolio Theory and Investment Analysis" (2014)

Other References

Additional readings will be handled out during the term

Homework & Projects

-

Laboratory Work

-

Computer Use

-

Other Activities

Assessment Criteria

Activities

Quantity

Effects on Grading, %

Attendance

1

10

Midterm

1

30

Quiz

Homework

Term Paper/Project

1

20

Laboratory Work

Practices

Tutorial

Seminar

Presentation

Field Study

Final Exam

1

40

TOTAL

100

Effects of Midterm on Grading, %

Effects of Final on Grading, %

TOTAL

100

Week

Topics

Course Outcomes

1

Introduction to Fin. Institutions and Inv. Environment

I

2

Financial Services

I

3

Mechanics: Buying and Selling Securities

II

4

Decision Making, Returns, Efficiency

II

5

Portfolio Selection and Diversification

II-III

6

Risk Free L/B

III

7

Market Model and Beta

III-IV

8

CAPM

III-IV-V

9

Factor Models and APT

V-VI

10

Financial Analysis/Security Valuation

V-VI

11

Performance Evaluation

V-VI

12

Derivative Instruments and Risk Transfer

VI

13

Current Topics

all

14

Review

all

Program Outcomes

Level of Contribution

1

2

3

a

Ability to analize the theoretical information in the area of economics and finance, and to assess their implications in implementation.

X

b

Ability to acquire distinctive information in the area of social and and behavioral sciences through academic, managerial, and politically focused written and visual resources

X

c

Ability to acquire knowledge by integrating information related to the field of economics and finance  into computerized environments.

X

d

Ability to present obtained information by employing the technical skills required by the field of economics and finance (such as in computerized environments) in Turkish or English.

X

e

Ability to employ knowledge related to the field of economics and finance in decision-making, application, and the application of decisions.

X

f

Ability to produce multidisciplinary assessments and conduct analyses in harmony with the area of economics and finance, related sub-fields, and other social science areas.

X

g

Ability to incorporate and accurately assess ethical and Professional responsibilities.

X

h

Ability to establish effective high-level written and oral communications in Turkish and English.

X

i

To have a wide-range understanding for the incorporation of the effects of the field of economics and finance in a global context.

X

j

Having acquired lifelong learning skills.

X

k

Having wide knowledge on contemporary topics.

X

l

Being open and adaptive to novelty and varying condition

X

m

Having practical and theoretical technical knowledge for being able to obtain information and results through data analysis.

X

Prepared by

Kenan Tata

Date

06.08.2017

Signature