Course Topics
The course covers these topics (from CFA Level I Exam Curriculum): • Corporate Issuers • Portfolio Management • Assets • Equity Investments • Fixed Income • Derivatives • Alternative Investments

Teaching format
Frontal Lectures and exercise sessions.

Educational objectives
ILO (Intended Learning Outcomes) ILO 1 – Knowledge and Understanding: ILO 1.1 Knowledge of the fundamentals of corporate finance for the correct application, for example, of decision-making models and the management of financial data and risks in treasury management ILO 1.2 Knowledge of specific Finance topics that characterize the profession of Financial Analyst, Portfolio Manager, Chief Financial Officer (CFO), Administrative Manager, Controller, Internal Auditor, and Business Consultant ILO 2 – Applying Knowledge and Understanding: ILO 2.1 Ability to analyze complex problems in a national and international interdisciplinary context ILO 3 – Making Judgments: ILO 3.1 Ability to apply acquired knowledge to make strategic and operational decisions and to solve administration and finance problems in companies, intermediaries, and financial markets, considering multiple perspectives of analysis simultaneously, from economic to legal, financial, strategic, and managerial ILO 3.2 Ability to select data and use appropriate information to describe a problem related to the management of companies, intermediaries, and financial markets. ILO 3.3 Ability to relate models and empirical evidence in the study of companies, intermediaries, and financial markets ILO 4 – Communication Skills: ILO 4 Ability to communicate effectively, both orally and in writing, the specialized content of individual disciplines, using different registers depending on the audience and the communicative and educational purposes, and to evaluate the educational impact of such communication ILO 5 – Learning Skills: ILO 5.1 Ability to identify thematic connections and establish relationships between different cases and contexts of analysis ILO 5.2 Ability to frame a new problem systematically and generate appropriate taxonomies ILO 5.3 Ability to develop general models based on the phenomena studied

Additional educational objectives and learning outcomes
to introduce students to the CFA Exam.

Assessment
Coursework on ethical aspects of investment industry. Closed-book exam on selected topics from CFA Exam.

Evaluation criteria
Coursework on ethical aspects of investment industry - 30% of the mark Closed-book exam on selected topics from CFA Exam - 70% of the mark. ILO 1-5 assessed

Required readings

CFA Exam Level I Curriculum.

Supplementary readings

No

Further information
No