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Securities Market. European Experience

Study Course Description

Course Description Statuss:Approved
Course Description Version:1.00
Study Course Accepted:02.04.2024 15:40:05
Study Course Information
Course Code:SZF_098LQF level:Level 6
Credit Points:2.67ECTS:4.00
Branch of Science:Management; Business ManagementTarget Audience:Business Management
Study Course Supervisor
Course Supervisor:Anželika Berķe-Berga
Study Course Implementer
Structural Unit:Faculty of Social Sciences
The Head of Structural Unit:
Contacts:Dzirciema street 16, Rīga, szfatrsu[pnkts]lv
Study Course Planning
Full-Time - Semester No.1
Lectures (count)8Lecture Length (academic hours)2Total Contact Hours of Lectures16
Classes (count)6Class Length (academic hours)2Total Contact Hours of Classes12
Total Contact Hours28
Part-Time - Semester No.1
Lectures (count)4Lecture Length (academic hours)2Total Contact Hours of Lectures8
Classes (count)3Class Length (academic hours)2Total Contact Hours of Classes6
Total Contact Hours14
Study course description
Preliminary Knowledge:
Macroeconomics, Microeconomics, Finance, Business management.
Objective:
Introduce students to financial markets, the concept of the securities market and its economic meaning. The course includes themes about the basic operating principles of financial and securities markets, their structure, types of securities and types of securities markets.
Topic Layout (Full-Time)
No.TopicType of ImplementationNumberVenue
1Forms of financing: share financing; internal financing; debt financing and innovative forms of financing. The nature of the financial market and the securities market role. Securities market. Share capital comparison with debt capital.Lectures1.00E-Studies platform
2Securities market participants. Market infrastructure. Securities market in Europe.Lectures1.00E-Studies platform
3Creasting securities portfoliosClasses1.00auditorium
4Stock markets, exchanges. Issue of shares. Indexes.Lectures1.00E-Studies platform
5Stock analysis and valuation methods.Lectures1.00E-Studies platform
6Valuation of shares. Analysis of portfolios.Classes2.00auditorium
7Debt securities. Credit rating.Lectures1.00E-Studies platform
8Calculation of the value of debt securities. Calculation of yield. Importance of debt securities in the portfolio.Lectures1.00E-Studies platform
9Financial market business game (simulation).Classes1.00auditorium
10Investment funds, their types and specifics.Lectures1.00E-Studies platform
11Peculiarities of creating securities portfolios. Theory of portfolios. CAPM.Lectures1.00E-Studies platform
12Securities on EU/EEA exchanges. Creation of investment portfolios, portfolio presentations.Classes2.00auditorium
Topic Layout (Part-Time)
No.TopicType of ImplementationNumberVenue
1Forms of financing: share financing; internal financing; debt financing and innovative forms of financing. The nature of the financial market and the securities market role. Securities market. Share capital comparison with debt capital.Lectures0.50
2Securities market participants. Market infrastructure. Securities market in Europe.Lectures0.50E-Studies platform
3Creasting securities portfoliosClasses0.50other
4Stock markets, exchanges. Issue of shares. Indexes.Lectures0.50E-Studies platform
5Stock analysis and valuation methods.Lectures0.50E-Studies platform
6Valuation of shares. Analysis of portfolios.Classes1.00other
7Debt securities. Credit rating.Lectures0.50E-Studies platform
8Calculation of the value of debt securities. Calculation of yield. Importance of debt securities in the portfolio.Lectures0.50E-Studies platform
9Financial market business game (simulation).Classes0.50E-Studies platform
10Investment funds, their types and specifics.Lectures0.50E-Studies platform
11Peculiarities of creating securities portfolios. Theory of portfolios. CAPM.Lectures0.50E-Studies platform
12Securities on EU/EEA exchanges. Creation of investment portfolios, portfolio presentations.Classes1.00other
Assessment
Unaided Work:
Individual work – report (portfolio), summaries (homeworks), presentation. In order to evaluate the quality of the study course as a whole, the student must fill out the study course evaluation questionnaire on the Student Portal.
Assessment Criteria:
Accumulated grade and an exam. Percentage of the accumulated grade: attendance of classes (10%); activity in seminars (15%); homeworks (15%); individual work (25%) and exam (35%).
Final Examination (Full-Time):Exam
Final Examination (Part-Time):Exam
Learning Outcomes
Knowledge:Students gain knowledge about business financing possibilities, financial markets, their infrastructure, types of securities, methods of determining their value and analysing them. Gain understanding about financial and analytical indicators in the securities market, and portfolio construction issues.
Skills:Being competent in securities markets and ability to analyse their structure and companies; to understand financial and analytical indicators; gain basic skills in securities trading and financial instrument portfolio building.
Competencies:Ability to assess financial and analytical indicators. Ability to make calculations related to securities and to develop investment concepts, to attract financing to a company and to plan a company’s investments into the securities market.
Bibliography
No.Reference
Required Reading
1Dempsey M. Investment Analysis: An Introduction to Portfolio Theory and Management. Routledge, 2020
2Lindon D. E. Foundations of Investment Management: Mastering Financial Markets, Asset Classes, and Investment Strategies. J. Ross Publishing, 2020
3Bodie Z., Kane A., Marcus A. J. Essentials of Investments. 11th Ed. McGraw-Hill Education, 2019
4Mishkin F. S., Stanley G. E. Financial Markets and Institutions. 9th ed. Pearson Ed., 2018
Additional Reading
1Introduction to Portfolio Theory
2Iyiola O., Munirat Y., Nwufo C. I. The Modern Portfolio Theory as an Investment Decision Tool. Journal of Accounting and Taxation, 2012, 19–28.
Other Information Sources
1List of European Stock exchanges.