Introduction to the Finance Major

Transcription

1 Introduction to the Finance Major at UniSIM

2 Outline The Finance Industry Your journey as a finance major at UniSIM The finance courses + Minor Planning for your study here Q&A

3 The Finance Industry Risk Management Banks Futures Exchanges Stock Exchanges Public Finance Companies & Individuals Market Analysis

4 Heartbeat of the Markets

5 Unfolding World Events

6 The stock market reacts

7 The stock market reacts

8 Dismay

9 The oil market reacts

10 Why does the stock market move? Bright Idea Raise Funds Build Company The route of an entrepreneur

11 Why does the stock market move? Deposit in bank Invest in stocks The decisions of an investor

12 Why does the oil market move? Step 1: Enter into a contract with someone at strike price $100 Step 2: 3 months from now, make money if oil price is above $100, lose money if oil price is below $100 $100 Payoff Diagram A futures contract

13 Activities in Finance Fund Raising Investment Advisory Analysis Portfolio Management Risk Management Making Decisions Coping with Risk and Uncertainty

14 Job Market in Singapore Singapore is actively involved in financial markets operations Conduit and clearing for RMB between China and region Stocks, REITs, Business Trusts and other funds frameworks make for a vibrant market

15 Job Market in Singapore Educated workforce and stable economic and political climate draw many foreign financial institutions here. These and local banks scout for local talents. Citizens are aware of importance of investments. Financial planning and advisory are major financial services.

16 YOUR JOURNEY AS FINANCE MAJOR AT UNISIM

17 Finance Major Minor Programme Requirement: 200 credit units (CUs) Common Core 40 CUs Major Courses (Compulsory) 80 CUs Major Courses (Elective) 20 CUs Minor Courses 40 CUs Integrative Course 10 CUs Applied Project 10 CUs

18 Courses in Years 1 and 2 Year 1 Orientation and Team Building BUS100 Common Core CCO101 CCO103 CCO105 CCO107 CCO201 CCO203 ACC201 BUS105 BUS201 ECO201 Year 2 ACC203 BUS204 BUS206 ECO203 MKT202 FIN201 Financial Mathematics FIN301 Fin. Instruments, Institutions and Markets FIN309 Finance FIN353 Portfolio Management FIN365 Financial Statement Analysis FIN Elective 1

19 Courses in Years 3 and 4 Year 3 3 x FIN Electives 2 x Common Core Electives Work Attachment You will be placed on a 24 week attachment to a company in the finance industry to perform like a regular employee and will be mentored by staff members from the company and UniSIM Overseas Experience You will find yourself situated in a different socio cultural context in which you will hone your people and communication skills Year 4 8 x Minor BUS488 (10 CUs) Strategy FIN 488 (10 CUs) Finance Applied Project This course enables senior undergraduate students to conduct a research based project on topics related to finance and report their finding and recommendations. The course requires students to put together knowledge domains from various courses in the programme to provide useful information to make decisions. Students have to work closely with their supervisors to craft out a suitable project topic and carry out the project individually.

20 Electives (20 CUs) FIN351: Corporate Finance FIN355: Equity Securities FIN357: Fixed Income Securities FIN359: Derivative Securities FIN367: Alternative Investments FIN369: Financial Risk Management FIN371: Retirement Planning FIN373: Tax and Estate Planning FIN375: Risk Management and Insurance Planning FIN377: Financial Plan Construction Courses that follow CFA requirements Courses that follow CFP requirements

21 Minor Courses (40 CUs) Choose from: Accountancy Analytics Communication Human Resource Management Information Technology Psychology Sociology Supply Chain Management

22 Selecting Courses and Tracks Several well known industry programs that offer exams and professional affiliation Chartered Financial Analyst (CFA) CFA program is an industry professional certification that comprises 3 levels of exams. The finance courses at UniSIM prepare you for the Level I and Level II exams. Certified Financial Planner (CFP) CFP is a industry professional designation for financial planning. Successful designation requires sitting for the exams of 6 modules (listed Modules 1 6). The 5 courses FIN371/373/375/377 and COR167e give you exemption to Modules 1 5. Find out more. Talk to people. Plan ahead.

23 Challenge Exams This also applies to courses that you take in your Minor Information may be found at: UniSIM Home Page > Admissions > Challenge Examination

24 Course Assessments Pre class quiz Class participation Individual assignments Group based assignments Final exam / project At UniSIM a course lasts 6 weeks preparatory learning materials are put online face to face sessions are for us to see each other you to think about and apply the concepts that you ve read online the class to learn together Consequence: You need to prepare early

25 A useful page