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 pass EF 222 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, %

30

Effects of Final on Grading, %

40

TOTAL

100

ECTS/

WORKLOAD TABLE

Activities

Count

Hours

Total

Workload

Lecture

14

3

42

Midterm

1

20

20

Quiz

Homework

Term Paper/Project

1

30

30

Laboratory Work

Practices

14

1

14

Tutorial

Seminar

Presentation

Field Study

Final Exam

1

40

40

Total Workload

146

Total Workload/25

146/25

Course ECTS Credits

6

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

To be able to benefit from the basic disciplines of international business and trade (economics, business, law) and to have fundamental knowledge of these disciplines.

X

b

To be able to evaluate and interpret data, concepts and ideas in the field of international business and trade with scientific methods.

X

c

To obtain the ability to analyze international economic and trade developments, identify problems, express opinions and present solutions to problems in the organization.

X

d

To be able to comprehend the necessity of international competition and the unique business practices of different countries.

X

e

To be fully aware of the requirements of international (consumer and industrial goods) markets and be able to develop and decide strategies in finance, management, production and marketing, especially in times of crisis affecting international business environment.

X

f

To be able to foresee the processes and results of the decisions to be taken and the projects to be implemented, to take into account the cause - effect relationships and to develop a strategic approach.

X

g

To be able to focus on continuous improvement, take responsibility and be innovative in the area.

X

h

To be able to have leadership and management competencies that a manager and entrepreneur should have working at the international level.

X

i

To be able to work in teams, make horizontal and vertical communication based on professional sharing and interaction with experts in other fields, as well as having the ability to make intercultural communication.

X

j

To be able to use information and communication technologies along with the computer software at the level required by the field.

X

k

To be able to use information systems and software used in international trade operations and data analysis in addition to using computers.

X

l

To have the knowledge of at least B2 level English within the scope of European Language Portfolio Independent User and to use these qualities in verbal and written communication.

X

m

To act in accordance with social, scientific, cultural and ethical values ​​and with the consciousness of social responsibility in various fields of international trade.

X

Course

Outcomes

I

II

III

IV

V

VI

VII

VIII

Programme Outcomes

a

b

c

d

e

f

g

h

i

j

k

l

m

Prepared by

Kenan Tata

Date

06.08.2017

Signature