BUS431 – Syllabus
To download the Syllabus click here.
Unit Description
University: Bilgi University
Title: INSURANCE AND INVESTMENT
Unit Code: BUS 431 – 01
Unit Coordinator: Bülent Senver www.bulentsenver.com bsenver@superonline.com
Named Award pathway(s)
Credits, Year, Maximum Student No: 10, 4, 100
BA (Hons) International Finance
BA (Hons) Business Administration
Prerequisites: Principles of Finance, Calculus, Statistics
Co-requisites: None
Aims
To provide the understanding of the main concepts and principles in the insurance and investment markets.
To teach the skills necessary to evaluate the different kinds of risks in the insurance and investment opportunities.
To analyse the methodologies and the tools used to evaluate the best yield on investment decissions with accaptable risk awareness.
Learning Outcomes
On succesful completion of this course, the student should be able to:
Evaluate the individual investment instruments,
Understand the different kinds of risks that affect investment decissions,
Be able to protect an individual or a company against financial risks, business risks,
Learn how to use and where to use the investment comparison and evaluation tools, models and formulas.
Syllabus
Finance and the Financial System
- What is Finance?
- The Financial System
- Interpreting and Forecasting Financial statements
Time and Resource Allocation
- The Time Value of Money and Discounted Cash Flow Analysis
- Life-Cycle Financial Planning
- How to analyze Investment Projects
Valuation Models
- Principles of Asset Valuation
- Valuation of Known Cash Flows: Bonds
- Valuation of Common Stock
Risk Management and Portfolio Theory
- An Overview of Risk Management
- Hedging, Insuring, and Diðversifying
- Choosing an Investment Portfolio
Asset Pricing
- The Capital Asset Pricing Model (CAPM)
- Forward and Futures Prices
- Options and Contingent Claims
Key Indicative Texts
Text Book: “Finance” by Zvi Bodie, and Robert c. Merton
Reading Materials: To be assigned by the instructor from the web page www.bulentsenver.com
Office Hours
By appointment. Students are free to communicate at any time with the instructor by E-Mail bsenver@superonline.com
Project Paper
Each student has to prepare a “Project-Paper”. The details of the project paper is given in the web www.bulentsenver.com (Bilgi University – Insurance and Investment BUS 431-Project Paper)
Exams and Grades
1. Project Paper 20%
2. Midterm Examination 30%
3. Final Examination 50%
Class Attendance
Regular attendance is necessary for good performance. More than 2 absences will result in a difficulty to cope up with the class discussions. There are no make-ups for the exams. Advance notification or a written medical excuse is required for excused absence at an exam. An unexcused absence will result in a zero score for the test.
Financial Calculator
A financial calculator is necessary to be able to solve the problems given as assignment and in the exams.