FINAN101-18A (HAM)

Introduction to Finance

15 Points

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Waikato Management School
Te Raupapa
School of Accounting, Finance and Economics

Staff

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Convenor(s)

Leon Li

Leon Li
5650
MSB.2.28
9:00 am to 12:00 pm, Tuesday
leon.li@waikato.ac.nz

Nirosha Hewa Wellalage

Nirosha Hewa Wellalage
4196
MSB.2.36
Monday 3.00pm-5.00pm
nirosha.hewawellalage@waikato.ac.nz

Lecturer(s)

Administrator(s)

: maxine.hayward@waikato.ac.nz

Placement Coordinator(s)

Tutor(s)

: jianingtian@live.com
: lorensmorse@gmail.com
: jmrufernando@gmail.com
: yd82@students.waikato.ac.nz

Student Representative(s)

Lab Technician(s)

Librarian(s)

: clive.wilkinson@waikato.ac.nz

You can contact staff by:

  • Calling +64 7 838 4466 select option 1, then enter the extension.
  • Extensions starting with 4, 5 or 9 can also be direct dialled:
    • For extensions starting with 4: dial +64 7 838 extension.
    • For extensions starting with 5: dial +64 7 858 extension.
    • For extensions starting with 9: dial +64 7 837 extension.
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Paper Description

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This paper introduces the three core areas of finance -- financial management, investments, and capital markets and institutions. The paper also examines applications of corporate finance concepts to personal finance.

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Paper Structure

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Lectures

Provide quick access to the whys and hows of dealing with the questions in finance. Provide easy-to-understand information, including equations and examples that can be quickly applied to the problems of finance.

Tutorials

All students should attend one tutorial (one hour) per week.

Mobile Phones and Cross Chats

As a courtesy to others, students are strongly urged not to disrupt lecture sessions by using the mobile phones and cross chatting during these sessions. Students are advised to disable their mobile phones during lectures.

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Learning Outcomes

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Students who successfully complete the course should be able to:

  • Explain the opportunities and constraints facing business managers and investors and how business managers and investors participate in capital markets. [L1]
    Linked to the following assessments:
  • Define the concepts of valuation, liquidity and risk-return relationships and employ these concepts to analyse business/investment/personal finance decisions [L2]
    Linked to the following assessments:
  • Define capital budgeting, capital structure and working capital management and employ these concepts to analyse business/investment/personal finance decisions. [L3]
    Linked to the following assessments:
  • Analyse investor decision-making pertaining to asset valuation and determining trading strategies. [L4]
    Linked to the following assessments:
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Assessment

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Assessment is by the Components as listed below and a final exam.
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Assessment Components

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The internal assessment/exam ratio (as stated in the University Calendar) is 50:50. There is no final exam. The final exam makes up 50% of the overall mark.

The internal assessment/exam ratio (as stated in the University Calendar) is 50:50 or 0:0, whichever is more favourable for the student. The final exam makes up either 50% or 0% of the overall mark.

Component DescriptionDue Date TimePercentage of overall markSubmission MethodCompulsory
1. Pre-test assessment
1 Mar 2018
11:00 AM
1
  • Hand-in: In Lecture
2. Assignment I
23 Mar 2018
5:00 PM
14
  • Online: Submit through Moodle
3. Midterm test
9 Apr 2018
5:00 PM
20
  • In Class: In Test
4. Assignment II
18 May 2018
5:00 PM
15
  • Online: Submit through Moodle
5. Exam
50
  • In Class: In Test
✔
Assessment Total:     100    
Failing to complete a compulsory assessment component of a paper will result in an IC grade
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Required and Recommended Readings

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Required Readings

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Textbook: Finance Essentials, 1st Edition (2018) by Kidwell, Brimble, Mazzola, Morkel-Kingsbury, James

Australian edition John Wiley & Sons Australia, Ltd 2018

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Recommended Readings

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Fundamentals of Corporate Finance 11ED, Ross et al.

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Online Support

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Lecture slides, tutorial resources and related teaching materials will be available in Moodle.

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Workload

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The course has 36 (3 X 12) contact hours (lectures and tutorials). The rest of the 150 hours expected workload in this 15-point paper can be distributed as follows: 20 hours to complete the Assignment, 35 hours to prepare for and attend the Midterm Test and 59 hours to prepare for and attend the Final Exam.

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Linkages to Other Papers

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There is a significant interrelationship between finance and non-finance areas. First, finance and accounting are related since accounting information is needed for finance decisions. Second, finance and economics are related because economic activity and policy affect finance decisions, and vice versa. Finance and management are related because the management decisions, such as setting salary, hiring new staff and paying bonuses must be coordinated with finance. Finance and information systems are related because finance decisions rely on information. Last but not least, there are the four p's of marketing, product, price, place and promotion. Clearly, the price and promotion, e.g., advisement are related to finance.

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