TCH454E – Finance and Banking Focus 5 – Investment Appraisal

0
12

1. COURSE OBJECTIVES

This course introduces basic knowledge and skills to appraise investment projects. It provides an overview on investment project appraisal, investment strategy and process and guidelines to apply project appraisal techniques On the completion of this course, students will be able to understand the strategy and process of investment, analyze different factors affecting the investment decisions, work out the cash flows for the projects and apply project appraisal techniques to make investment decisions.

2. COURSE CONTENT 

No.

Content

Time Allocation

Contribution to CLO

Hour(s) on the class

Essays, exercise, 

Assignments

Self-study with teacher’s tutorials

Lecture

Practice, Seminar

1

Chapter 1. Introduction to investment project appraisal

2

1

1

5.5

1,6,8,9

2

Chapter 2: Investment strategy

2

1

1

5.5

1,6,8,9

3

Chapter 2: Investment strategy (cont’d)

2

1

2

5.5

1,6,8,9

4

Chapter 3: Investment process

2

1

1.5

5.5

1,8,9

5

Chapter 4: Present values and financial arithmetic

2

1

1.5

5.5

1,5,8,9

6

Chapter 4: Present values and financial arithmetic (cont’d)

2

1

1

5.5

1,5,8,9

7

Chapter 5: Investment appraisal methods

2

1

1.5

5.5

1,3,5,7,8,9

8

Chapter 5: Investment appraisal methods (Cont.)

2

1

1.5

5.5

1,3,5,7,8,9

9

Chapter 6: Project appraisal – applications

2

1

2

5.5

1,3,5,7,8,9

10

Chapter 6: Project appraisal – applications (cont’d)

2

1

1.5

5.5

1,3,5,7,8,9

11

Chapter 7: Investment risk and return analysis

2

1

1.5

5.5

4,5,8,9

12

Chapter 7: Investment risk and return analysis (cont’d)

2

1

2

5.5

4,5,8,9

13

Chapter 8: Portfolio theory application to project

appraisal

2

1

1.5

5.5

4,6,8,9

14

Chapter 8: Portfolio theory application to project

appraisal (cont’d)

2

1

2

5.5

4,6,8,9

15

Chapter 9: The required rate of return on investment and

shareholder value analysis

2

1

1

5.5

4,6,8,9

Total

30

15

22.5

82.5

 

3. COURSE ASSESSMENT

– Score ladder: 10

– Type of assessment

 

Form 

Content

Criteria

CLO 

Proportion

 

Formative

Attendance

 

The number of attendances and participation in lesson (minimum of 5 times)

 

1,2,4,8,9

10%

Midterm exam

Issues have been studied

Written exam (60 mins, 20 MCQs or 2 problem-solving questions)

1,3,5,6,7,8,9

30%

Summative

Final test

 Issues have been studied

Written exam 

(60 mins, 40 MCQs and 2 essay questions)

1-9

100%

 

 

 

Total:

100%