Key facts
UNE unit code: AFM504
*You are viewing the 2025 version of this unit which may be subject to change in future.
- Trimester 2 - On Campus
- Trimester 2 - Online
- Armidale Campus
- Yes
- No
- Yes
- 6
Unit information
If you want to build wealth through equities for yourself or your clients, you need the skills to identify which companies should, and should not, be included in an investment portfolio.
Studying this unit will equip you with the tools and techniques that financial analysts can adopt to pick apart companies’ financial statements for stock selection.
Honing your knowledge of financial accounting and corporate finance, you will build the financial statement analysis skills to conduct a robust examination of ASX-listed companies as prospective investments.
You will examine the processes involved in evaluating corporate financial situations and explore the use of financial metrics through ratio and credit analyses. You will also analyse and evaluate the value of corporations and determine any financial distress situations.
Offerings
For further information about UNE's teaching periods, please go to Principal Dates.
| Teaching period | Mode/location |
|---|---|
| Trimester 2 | On Campus, Armidale Campus |
| Trimester 2 | Online |
*Offering is subject to availability
Intensive schools
There are no intensive schools required for this unit.
Enrolment rules
Notes
Please refer to the student handbook for current details on this unit.
Unit coordinator(s)
Learning outcomes
Upon completion of this unit, students will be able to:
- demonstrate an advanced and integrated understanding of accounting and finance theories and practices to complete the in-depth analysis of companies' financial reports;
- demonstrate an expert understanding of the processes involved in assessing corporate strategy;
- conduct a rigorous analysis of an ASX-listed company as a prospective investment through assessment of its financial and other relevant information in the global and domestic macroeconomic context;
- use a range of cognitive, communication and research skills to investigate, analyse, synthesise and reflect critically on relevant theories, concepts, methodologies, and professional decisions; and
- work independently and/or collaboratively to plan and execute tasks to enhance professional knowledge and skills.
Assessment information
Assessments are subject to change up to 8 weeks prior to the start of the teaching period in which you are undertaking the unit.
| Title | Must Complete | Weight | Offerings | Assessment Notes |
|---|---|---|---|---|
| Assessment Task 1 | Yes | 15% | All offerings | Written tasks of both qualitative and quantitative nature. No. Words: 2250 (equivalent) |
| Assessment Task 2 | Yes | 15% | All offerings | Written tasks of both qualitative and quantitative nature. No. Words: 2250 (equivalent) |
| Quiz | No | 10% | All offerings | Word length is not applicable due to the quantitative nature of this assessment task. |
| Final Examination | Yes | 60% | All offerings | Students must obtain at least 50% in the examination (and at least 50% overall) to receive a pass (or better) in the unit. |
Learning resources
Textbooks are subject to change up to 8 weeks prior to the start of the teaching period in which you are undertaking the unit.
Note: Recommended material is held in the University Library — purchase is optional.
Business Analysis and Valuation: Using Financial Statements
ISBN: 9780170425186
Palepu, K., Healy, P., Wright, S., Bradbury, M., and Coulton, J., Cengage Learning. 3rd ed. 2020
Text refers to: All offerings
Financial Reporting and Analysis:Using Financial Accounting Information
ISBN: 9781133188797
Gibson, C.H., Cengage 13th ed. 2012
Text refers to: All offerings
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