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BFN403Management Sciences3 Unitsintermediate

Capital Market & Portfolio Theory

This course introduces students to capital market operations and portfolio performance analysis. It covers core portfolio selection and management topics, including investment risk and returns, potential profitability of various investments, forecasting returns on individual portfolios, and models for evaluating portfolio performance. The course aims to equip students with the knowledge to make informed investment decisions and understand the intricacies of risks and returns in capital market operations.

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60h
Study Time
13
Weeks
5h
Per Week
intermediate
Math Level
Course Keywords
Capital MarketPortfolio TheoryInvestmentRiskReturns

Course Overview

Everything you need to know about this course

Course Difficulty

Intermediate Level
Builds on foundational knowledge
65%
intermediate
📊
Math Level
Moderate Math
📖
Learning Type
Theoretical Focus

Course Topics

Key areas covered in this course

1

Capital Markets

2

Portfolio Management

3

Investment Returns

4

Investment Risks

5

Security Analysis

6

Bond Valuation

Total Topics6 topics

Ready to Start

No specific requirements needed

This course is designed to be accessible to all students. You can start immediately without any prior knowledge or specific preparation.

Assessment Methods

How your progress will be evaluated (3 methods)

Assignments

Comprehensive evaluation of course material understanding

Written Assessment

Tutor-Marked Assignments

Comprehensive evaluation of course material understanding

Written Assessment

Final Examination

Comprehensive evaluation of course material understanding

Written Assessment

Career Opportunities

Explore the career paths this course opens up for you

Financial Analyst

Apply your skills in this growing field

Portfolio Manager

Apply your skills in this growing field

Investment Banker

Apply your skills in this growing field

Stockbroker

Apply your skills in this growing field

Industry Applications

Real-world sectors where you can apply your knowledge

BankingInvestment ManagementInsuranceFinancial Consulting

Study Schedule Beta

A structured 13-week journey through the course content

Week
1

Module 1:

4h

Unit 1: Overview of the Capital Market

4 study hours
  • •Define capital markets and differentiate between money and capital markets.
  • •Discuss the forces reshaping financial institutions and services.
Week
2

Module 1:

4h

Unit 2: The Investment Setting

4 study hours
  • •Explain the meaning of investment and compare different investment alternatives.
  • •Analyze the effects of inflation on common stock values.
Week
3

Module 1:

4h

Unit 3: Investment Return

4 study hours
  • •Understand the concept of return and its components.
  • •Calculate capital gains and losses on investments.
Week
4

Module 1:

4h

Unit 4: Risks on Investments

4 study hours
  • •Discuss the concept of risk and its relationship with return.
  • •Identify various risks associated with different investment instruments.
Week
5

Module 2:

4h

Unit 1: Investing in Common Stocks

4 study hours
  • •Explain the appeal of common stocks and their potential for capital gains.
  • •Discuss the pros and cons of stock ownership.
Week
6

Module 2:

4h

Unit 2: Buying and Selling of Common Stocks

4 study hours
  • •Describe the process of buying and selling common stocks.
  • •Understand how to read stock quotes and calculate transaction costs.
Week
7

Module 2:

4h

Unit 3: Evaluation of Common Stocks

4 study hours
  • •Discuss the rationale behind evaluating common stocks.
  • •Understand the sources of common stock value and the impact of dividend payments.
Week
8

Module 3:

4h

Unit 1: Security Analysis

4 study hours
  • •Explain the principles of security analysis and its application in efficient markets.
  • •Discuss the importance of economic and industry analysis.
Week
9

Module 3:

4h

Unit 2: Investing in Fixed-Income Securities

4 study hours
  • •Describe the process of investing in fixed-income securities.
  • •Analyze the advantages and disadvantages of bond investments.
Week
10

Module 3:

4h

Unit 3: Bond Investment

4 study hours
  • •Discuss the primary investment interests in bonds.
  • •Understand the relationship between bond prices and interest rates.
Week
11

Module 3:

4h

Unit 4: Bond Valuation and Analysis

4 study hours
  • •Explain the basic principles guiding bond valuation.
  • •Analyze the factors that influence bond prices and yields.
Week
12

Module 3:

4h

Unit 5: Preferred Stocks and Convertible Securities

4 study hours
  • •Describe the nature of preferred stocks and their advantages and disadvantages.
  • •Understand the rights of preferred stockholders.
Week
13

Module 4:

4h

Unit 1: Marketability, Default Risk and Call Privileges

4 study hours
  • •Explain marketability, default risk, and call privileges in capital markets.
  • •Understand the implications of liquidity and illiquidity.

This study schedule is in beta and may not be accurate. Please use it as a guide and consult the course outline for the most accurate information.

Course PDF Material

Read the complete course material as provided by NOUN.

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Study Tips & Exam Preparation

Expert tips to help you succeed in this course

1

Review all Tutor-Marked Assignments (TMAs) and their solutions.

2

Create summaries of key concepts and formulas from each unit.

3

Practice numerical problems related to bond valuation and portfolio performance.

4

Focus on understanding the relationship between risk and return.

5

Study the different types of investment instruments and their characteristics.

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