Artesis Plantijn Hogeschool Antwerpen
Business en Recht
Investment Fundamentals35281/3368/2425/1/48
Study guide

Investment Fundamentals

35281/3368/2425/1/48
Academic year 2024-25
Is found in:
  • Bachelor of Business Management, programme stage 2
    Specialisation:
    • Finance and Insurance
This is a single course unit.
Study load: 3 credits
Teaching staff: Van Hauwermeiren Tine
Languages: Dutch
Scheduled for: Semester 2
This course unit is marked out of 20 (rounded to an integer).
Possible deadlines for learning account: 15.03.2025 ()
Re-sit exam: is possible.
Possibility of deliberation/tolerance: This course unit is eligible for deliberation/tolerance according to the criteria as determined by the degree programme you are enrolled in.
Total study time: 78,00 hours

Prerequisites

previously registered for Bank & stock market AND previously registered for Financial algebra AND to be taken together with Financial Services.

Learning outcomes (list)

OLR FV 1.0 - The bachelor BM/FV has insights in the processes and rules inside the finance and insurance sector, in general corporate organisational processes as well as in their interconnection, and can consequently apply these insights in a broad, globalised and changing (inter)national context.
You will discuss the various investment options available to a retail client.
You will discuss the safety, liquidity, tax implications and costs for the various investment options.
You will discuss how a retail client should construct an investment portfolio.
You calculate values of financial products on the stock market and markets.
You calculate the costs associated with trading investment products.
You apply economic, technical and fundamental analysis to equities.
You provide advice with regard to the composition of a portfolio based on the advantages and disadvantages of each product in function of the customer's needs and risk profile.
You argue which form of investment is useful in certain economic conditions.
You provide advice on a fund based on a fund analysis.

Study material (list)

Mandatory
Mandatory
  • Author: Siem de Ruijter/Jan Van Doorslaer

Educational organisation (list)

Learning Activities
Lectures and / or tutorials18,00 hours
Practicum6,00 hours
Work time outside of contact hours54,00 hours

Evaluation (list)

Evaluation(s) for first exam chance
MomentForm%Remark
Eerste examenperiodeKnowledge and comprehension test during the examination series80,00Open en/of gesloten vragen
Gesloten boek
Evaluation(s) for re-sit exam
MomentForm%Remark
2nd examination periodKnowledge and comprehension test during the examination series80,00Open en/of gesloten vragen
Gesloten boek
Evaluation(s) for both exam chances, not reproducible in re-sit exam
MomentForm%Remark
Eerste examenperiodeProject assignment20,00Werkstuk en/of presentatieOpen boek