University of Technology Sydney

25848 Applied Cases in Finance (Capstone)

Warning: The information on this page is indicative. The subject outline for a particular session, location and mode of offering is the authoritative source of all information about the subject for that offering. Required texts, recommended texts and references in particular are likely to change. Students will be provided with a subject outline once they enrol in the subject.

Subject handbook information prior to 2024 is available in the Archives.

UTS: Business: Finance
Credit points: 6 cp

Subject level:

Postgraduate

Result type: Grade and marks

Requisite(s): (25742 Financial Management OR 25799 Financial Management) AND 25705 Financial Modelling and Analysis AND 25741 Capital Markets AND (25721 Investment Management OR 25773 Investments and Risk Management) AND (48 credit points of completed study in from Business Faculty Master's Coursework OR 72 credit points of completed study in spk(s): C04438 Master of Finance Master of Financial Planning)

Description

This capstone subject integrates the knowledge and skills acquired in other subjects in the degree and applies them to a series of real-world case studies. The subject consists of six two-week modules, each of which focuses on a case from a particular area of Finance. The case is introduced and studied in the first week of each module, while the second week is devoted to discussion and analysis, where students apply the theory and techniques from earlier subjects to the case.

Subject learning objectives (SLOs)

Upon successful completion of this subject students should be able to:
1. analyse financial data to make sound business and investment decisions
2. evaluate the ethical, social responsibility and sustainability aspects of business decisions
3. synthesise knowledge and techniques from different areas of finance to address real-world business problems

Course intended learning outcomes (CILOs)

This subject also contributes specifically to the following program learning objectives:

  • Critically analyse and apply innovative and integrated solutions to address complex business decisions (1.1)
  • Critically evaluate and apply sustainability principles to decisions in business contexts (3.1)
  • Appraise the practices of Indigenous businesses, their partners and financial innovations that are relevant to Indigenous households and businesses (3.2)
  • Lead ethical principles in professional financial practice (4.1)

Contribution to the development of graduate attributes

This subject contributes to the development of the following graduate attribute(s):

  • Intellectual rigour and innovative problem solving
  • Social responsibility and cultural awareness
  • Professional and technical competence

Teaching and learning strategies

In-class activities: This is a case-based subject, with 6 cases studied over the 12-week semester. The cases are based on the contents of the other core subjects in the curriculum. Each case will be covered over a two-week period:

  • During class in the first week, the lecturer will present the case and will revise the material from the relevant core subjects needed to analyse it.
  • The first two hours of class in the second week will be devoted to a student-led discussion of the case, with the lecturer playing the role of facilitator. During the final hour of the class, students will answer an online question sheet on the case, where they get to apply their knowledge to an analysis of the case.

Flipped learning: Prior to the first week’s class for each case, students will be required to revise the relevant material from the core subject(s) upon which the case is based. They will also be required to read the case and to consider how the subject material can be applied to it. In addition, they will be required to watch selected videos to read some news articles, prior to the first class for the case. The videos may include interviews with industry professionals. Finally, students will be encouraged to do additional research on the case.

Active and collaborative learning: The in-class discussion during the second week’s class for each case will offer students an active and collaborative learning opportunity. They will be encouraged to ask questions about the case under consideration and to answer each other’s questions. They will also be encouraged to critique the comments made by their classmates.

Feedback: Students will receive written feedback on their contribution to the in-class discussions from the lecturer. They will also receive immediate feedback on their question sheet answers, which will be graded automatically by the LMS.

Content (topics)

  • Deciding whether to invest in a project
  • Raising the capital to fund an investment
  • Designing an investment strategy
  • Building and testing a trading strategy
  • Valuing a business
  • Indigenous business in Australia

Assessment

Assessment task 1: Case Videos (Individual)

Objective(s):

This addresses subject learning objective(s):

2 and 3

Weight: 20%
Criteria:
  • Clear summary of the relevant information for each case study and correct identification of the key decisions
  • Critical appraisal of the ethical, CSR, and sustainability aspects of each case study
  • Valid application of relevant finance theory and financial techniques to each case study
  • Practical solutions to the problems posed by each case study

Assessment task 2: Case Discussions (Individual)

Objective(s):

This addresses subject learning objective(s):

2 and 3

Weight: 20%
Criteria:
  • Persuasive presentation of analysis and recommendations
  • Constructive engagement with the analysis and recommendations of peers
  • Ability to identify crucial issues and ask penetrating questions

Assessment task 3: Assignment (Individual)

Objective(s):

This addresses subject learning objective(s):

1, 2 and 3

This addresses program learning objectives(s):

1.1, 3.1, 3.2 and 4.1

Weight: 60%
Criteria:
  • Application of appropriate quantitative and qualitative techniques to solve business decision problems.
  • Application of sustainability principles to evaluate real-world business practices.
  • Analysis of the ownership structure of an Indigenous business, as well as its financing arrangements and its role in the community.
  • Application of ethical principles to evaluate real-world business practices

Minimum requirements

Students must achieve at least 50% of the subject’s total marks.