Financial investments
Axel Alejandro Araneda Barahona, Ph.D.
Financial investments
Info
Term
Autumn 2024

The aim of the course is to deeper knowledge about the financial market, its components and products. The financial instruments are analysed with an impact on their role in the financing process and with the respect of problems of valuation and risk.

The course evaluation

  • Two progress tests in the seminar on 21/10/2024 and 16/12/2024. Both tests are focused on tasks from seminars. Each one represent  20% of the final qualification (40% in total).
  • Seminar tasks : 10% of the final qualification.
  • Final exam test: 50% of the final qualification.

Final grade range

  • % of points from all parts of the course
    Final Grade
    100 - 90 %
    A
    Excellent
    89 - 80 %
    B
    Very good
    79 - 70 %
    C
    Good
    69 - 60 %
    D
    Satisfactory 
    59 - 50 %
    E
    Sufficient
     49 and less %
    F
    Fail
    Reference

    MICHAEL, M.;G. PINTO. Investments: Principles of Portfolio and Equity Analysis. : CFA Institute Investment Series Set, 2011. ISBN 978-0-470-91580-6.

    PETITT, Barbara S. Pécherot, Jerald E. PINTO a Wendy L. PIRIE. Fixed income analysis. Third edition. Hoboken: Wiley, 2015. CFA institute investment series. ISBN 978-1-118-99949-3.

    BODIE, Z.;A. KANE;A.J. MARCUS. Investments. 6th ed. Boston: McGraw-Hill, 2005. xxx, 1090. ISBN 0072861789.

23.09

Chapter contains:
6
PDF
Teacher recommends to study from 23/9/2024 to 29/9/2024.

30.09

Chapter contains:
1
Homework Vault
3
PDF
Teacher recommends to study from 30/9/2024 to 6/10/2024.

7.10

Chapter contains:
1
Homework Vault
3
PDF
Teacher recommends to study from 7/10/2024 to 13/10/2024.

14.10

Chapter contains:
1
Homework Vault
3
PDF
Teacher recommends to study from 14/10/2024 to 20/10/2024.

21.10

Chapter contains:
1
PDF
Teacher recommends to study from 21/10/2024 to 27/10/2024.
Teacher recommends to study from 28/10/2024 to 3/11/2024.
Chapter contains:
1
PDF
Teacher recommends to study from 4/11/2024 to 10/11/2024.
Chapter contains:
1
Homework Vault
3
PDF
Teacher recommends to study from 11/11/2024 to 17/11/2024.
Chapter contains:
1
Homework Vault
2
PDF
1
Study text
Teacher recommends to study from 18/11/2024 to 24/11/2024.
Chapter contains:
1
Homework Vault
2
PDF
Teacher recommends to study from 25/11/2024 to 1/12/2024.
Chapter contains:
4
PDF
Teacher recommends to study from 2/12/2024 to 8/12/2024.
Chapter contains:
1
PDF
Teacher recommends to study from 9/12/2024 to 15/12/2024.
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