Key facts
UNE unit code: AFM532
*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
- Adelaide Location
- UNE Sydney Campus
- Yes
- No
- Yes
- 6
Unit information
To succeed in the fast-paced world of financial investment, you need the skills and knowledge to analyse securities, identify the strongest prospects and then combine them in a portfolio that will deliver results.
In studying this unit, you will explore both security analysis and portfolio management.
In the first module, you will analyse the risk and return profiles of individual financial assets such as equity, bonds, options and futures.
In the second module, you will undertake portfolio analysis, optimisation and performance evaluation in an investment context.
You will examine passive and active investment strategies involving various asset classes.
Offerings
For further information about UNE's teaching periods, please go to Principal Dates.
| Teaching period | Mode/location |
|---|---|
| Trimester 2 | On Campus, Adelaide Location |
| Trimester 2 | On Campus, Armidale Campus |
| Trimester 2 | On Campus, UNE Sydney 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 knowledge of risk and return profiles of individual financial assets such as equity, bonds, options and futures, and the ability to apply these to investment contexts;
- demonstrate an advanced and integrated knowledge of portfolio analysis, optimisation and performance evaluation, and the ability to apply these to investment contexts;
- demonstrate an expert understanding of the risk and return concept in relation to security analysis and portfolio management, incorporating the principle of diversification, and the ability to apply this to investment contexts;
- use a range of cognitive, communication and research skills to investigate, analyse, synthesise and reflect critically on relevant investment related theories, concepts, and methodologies in undertaking investment analysis and decision-making;
- work independently and/or collaboratively to plan and execute tasks to enhance professional knowledge and skills in the area of investment analysis and decision-making; and
- demonstrate the ability to recognise, reflect on, and respond appropriately to a range of ethical issues influencing investment analysis and decision-making.
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 |
|---|---|---|---|---|
| Assignment 1 | Yes | 20% | All offerings | Short-answer questions. No. Words: 2000 Word count provided is notional given the quantitative nature of some questions. |
| Assignment 2 | Yes | 20% | All offerings | Students need to complete a report on a specified topic. No. Words: 2000 The word count provided is notional given the quantitative nature of some questions. |
| Online Quiz 1 | Yes | 5% | All offerings | Word count is not applicable owing to the quantitative nature of the questions. |
| Online Quiz 2 | Yes | 5% | All offerings | Word count is not applicable owing to the quantitative nature of the questions. |
| Final Examination | Yes | 50% | 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: Students are expected to purchase prescribed material. Please note that textbook requirements may vary from one teaching period to the next.
ISE Investments
ISBN: 9781266085963
Bodie, Z. and others, McGraw-Hill 13th ed. 2023
Text refers to: All offerings
A five-star experience
Five Stars,
19 Years in a Row
UNE is the only public uni in Australia awarded 19 straight years of five stars for Overall Experience
Good Universities Guide 2007-2025
Five Stars for
Social Equity
UNE rates among the top 20% of universities nationally and is #1 in NSW for Social Equity
Good Universities Guide 2025
Five Stars for
Graduate Employment
UNE rates among the top 20% of universities for Graduate Full-time Employment
Good Universities Guide 2025 (Undergraduate)
Studying online
At UNE we know it takes more than just being online to be a great online university. It takes time and experience. We pioneered distance education for working adults back in the 1950s, so we’ve been doing this longer than any other Australian university.
We understand the challenges faced by busy adults studying at home. We know that a vital part of online study is your engagement with the learning community. Communication with your classmates, teaching staff and university support staff will enhance your study experience and ensure that your skills extend beyond the subject matter. UNE’s teaching staff are experts in their field which is why UNE consistently receives five stars from students for teaching quality, support and overall experience.*
*The Good Universities Guide
Stay connected
Register your interest and we'll keep you updated
Why study with us?
I'm grateful to UNE for the opportunities studying has given me, but above all, for making me realise I could actually do it, and giving me a sense of accomplishment.
What happens next?
Got any questions about a course you would like to study? Don’t hesitate to contact us, our Future Student team is standing by to help.
2025 applications are now open. The application process only takes 20 minutes to complete. Don’t delay, apply now!
Your start date is based on the study period you choose to apply for.
