FINAN101-19A (HAM)

Introduction to Finance

15 Points

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Division of Management
School of Accounting, Finance and Economics

Staff

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Convenor(s)

Stuart Locke

Stuart Locke
4756
MSB.2.34
Tuesday 1200-1400
stuart.locke@waikato.ac.nz

Lecturer(s)

Nirosha Hewa Wellalage

Nirosha Hewa Wellalage
4196
MSB.2.08
Monday 3.00pm-5.00pm
nirosha.hewawellalage@waikato.ac.nz

Samir Harith

Samir Harith
To be advised
samir.harith@waikato.ac.nz

Administrator(s)

: denise.martin@waikato.ac.nz
: maria.neal@waikato.ac.nz

Placement Coordinator(s)

Tutor(s)

: abidin.alhassan@waikato.ac.nz
: francis.agyekum@waikato.ac.nz
: kainat.riaz@waikato.ac.nz
: ploy.kijkasiwat@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, 9 or 3 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.
    • For extensions starting with 3: dial +64 7 2620 + the last 3 digits of the extension e.g. 3123 = +64 7 262 0123.
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Paper Description

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This paper introduces the four aspects of finance - financial institutions, financial tools, investments and corporate finance.

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Paper Structure

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Lectures

Provide a discussion of main concepts and issues relating to specific topics. Practical examples from the financial media are often discussed within the framework of topics covered. It is important to have pre-read the set reading for the topic.

Tutorials

Provide an opportunity to discuss the topic, using discussion and quantitative exercises. It is important to have worked through the questions before class. 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. [LO1]
    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. [LO2]
    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. [LO3]
    Linked to the following assessments:
  • Analyse investor decision-making pertaining to asset valuation and determining trading strategies. [LO4]
    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. Quiz
8 Mar 2019
11:00 AM
7
  • Online: Submit through Moodle
2. Assignment I
22 Mar 2019
5:00 PM
14
  • Online: Submit through Moodle
3. Midterm test
12 Apr 2019
12:00 AM
15
  • Online: Submit through Moodle
4. Assignment 2 - Group Assignment
17 May 2019
5:00 PM
14
  • 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: Mayo, H.B. (2019) Basic Finance: An Introduction to Financial Institutions, Investments and Management.12th Edition H, Cengage Learning. (ISBN9781337691017)

ebook available http://www.cengagebrain.co.nz/shop/isbn/9781337691017?cid=ausprodpage

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Recommended Readings

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Scott, Smart, Adam & Gunasingham Introduction to Corporate Finance: Asia - Pacific edition.

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Online Support

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Lecture slides, Panopto videos, tutorial resources and related teaching materials will be available through Moodle.

Studiosity.

MindTap.

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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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