PROGRAM EDUCATIONAL OUTCOMES
The Financial Management program aims to prepare the students to possess a strong foundation on theory, principles and concepts, as well as analytical tools and perspectives that would provide a sound and competitive basis for financial decision making and to produce graduates for careers in financial department of general businesses, investment banking firms, broker-dealer firms, management consulting firms, various departments of commercial banks and other financial institutions, central banks and international institutions.
Graduates are expected to:
1. be equipped with insights and a wide understanding of the concepts, principles and the theories of Financial Management.
2. possess a breadth of knowledge to seek employment and assume entry-level jobs or positions of responsibility as financial analyst, financial manager, or executive.
3. pursue a teaching career or graduate studies in business.
4. apply Marian virtues professionally and personally, manifesting the CICM charism.
PROGRAM OUTCOMES
After finishing the course, the students must be able to: After finishing the course, the students must be able to:
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KNOWLEDGE |
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1. Articulate and discuss the latest developments in the field of financial management. |
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2. Identify the basic concepts that underlie each of the functional areas of business and apply these concepts to business situation. |
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3. Specify the service and/or product value contributions of the company which address identified needs of customers. |
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4. Identify unmet or under-served ethical service and product needs of specific customer groups and markets |
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5. Formulate organizational design and arrangements which effectively deliver desired value contributions of the company while ensuring humane working conditions. |
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SKILLS |
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1. Communicate effectively orally and in writing using both English and/or Filipino. |
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2. Participate in the generation of new knowledge and in developmental projects. |
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3. Implement the basic functions of management such as planning, organizing, staffing, directing, leading and controlling. |
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4. Use information and communication technology (ICT) effectively and efficiently. |
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5. Use the proper decision tools to critically, analytically, and creatively solve financial management problems and drive results. |
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6. Design wealth-sharing arrangements for participants in the value-chain, both external and internal. |
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ATTITUDES |
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1. Work effectively and independently in multi-disciplinary and multi-cultural teams. |
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2. Exemplify professional, social and ethical responsibility. |
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VALUES |
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1.Preserve and promote “Filipino historical and cultural heritage” |
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2.Practice Marian virtues professionally and personally, manifesting the CICM charism. |
COURSE DESCRIPTION:
This course focuses on the fundamental principles and techniques of security analysis. The course will deal with the following topics: definition of securities; securities regulation in the Philippines; the investment environment; markets and instruments; macroeconomic and industry analysis; fundamental analysis; technical analysis; equity valuation models; financial statement analysis; derivatives instruments; and special topics. The course begins with an overview of the investment environment, financial markets and trading of securities, followed by a more in-depth analysis of key investment topics. These topics include: asset allocation and portfolio management, performance measurement, the capital asset pricing model, arbitrage pricing theory, term structure of interest rates, market efficiency, valuation of equities, bonds and derivatives.
COURSE OUTCOMES
At the end of the course, the students should be able to:
1. display a wide understanding on the concepts of securities;
2. gain knowledgeable on the different markets and instruments;
3. display a wide understanding on securities trading and regulation;
4. gain knowledge on the macroeconomic, industry, fundamental and technical analysis;
5. have a general understanding of equity valuation models;
6. calculate Efficient Portfolios;
7. experience Study Tour at the Securities and Exchange Commission and the Philippine Stock Exchange.
. COURSE OUTLINE AND TIMEFRAME
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Week |
Topic |
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Week 1-2: 6 hours |
Investment Environment, Markets, and Instruments |
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Week 3-4: 6 hours |
Securities |
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Week 5-6: 4.5 hours |
Securities Regulation |
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Week 6: 1.5 hours |
FIRST TERM EXAMINATION |
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Week 7-8: 6 hours |
MacroEconomics and Industry Analysis |
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Week 9-10: 6 hours |
Equity Valuation Models |
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Week 11-12: 4.5 hours |
The aggregate Stock Market |
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Week 12: 1.5 hours |
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Week 13: 3 hours |
Calculating Efficient Portfolios |
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Week 14-15: 6 hours |
Introduction to Options The Binomial Option Pricing Model I Binomial Pricing Model II The Black-Scholes-Merton Model Real Options |
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Week 16-18: 7 hours |
Study Tour in the SEC and PSE |
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Week 18: 2 hours |
FINAL EXAMINATION |
SUGGESTED READINGS
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Call No. |
Bibliographic Citation |
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AL 332.6 B632e 2018. |
Bodie Z. et al. Essentials of Investment. New York:Mc Graw Hills. |
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AL(F) 657 345a 2017 |
Baysa, G. (2017). Accounting for partnership and corporation. Millenium Books. |
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AL 658.15 B768f 2015 |
Brigham, E. F. and Joel . Houston (2015). Financial Management . 12th ed. Singapore: Cengage Learning. |
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AL (F) 658.151 C112f 2015 |
Cabrera, M.E.B. (2015). Financial Management: Principles and Applications. GIC Enterprises & Co., Inc. |
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AL (F) 658.151 C112m 2015 |
Cabrera, M.E.B. (2015). Management Accounting: Concepts and Applications. GIC Enterprises & Co., Inc. |
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CFA Program Curriculum. Equity and Fixed Income. Volume 5. Level 1. 2008 |
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AL (F) 657 Em73f 2016 |
Empleo, P.M. (2016). Fundamentals of Accounting, Vol 2. Mutual Books, Inc. |
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BUS/COM 332.6 G448f 2016 |
Gitman, L. J, et.al. (2016). Fundamentals of Investing. Singapore. Pearson Education South Asia Pte. Ltd. |
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AL 332.6 H61Bc 2015 |
Hirt, G.A. and Block, S.B. (2015). Fundamentals of Investment Management. New York: McGraw-Hill. |
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BUS/COM 658.15 M267i 2016 |
Madura, Jeff and Fox, R. (2016). International Financial Management. Singapore: Cengage Learning |
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AL 658.15 M874f 2017 . |
Moyer, C. et al. Fundamentals of Contemporary Financial Management. Canada:Thomson,. |
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BUS/COM658.15 R733c 2015 |
Ross, S. et al. Corporate Finance Fundamentals. New York:Mc Graw- Hill Irwin. |
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BUS/COM (F) 658.15 F962 2015 |
Salvador, S. M., et.al. (2015). Fundamentals and Applications of Financial Management. Manila: Allen Adrian Books., Inc. |
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AL 658.151 W252m 2016 |
Warren, C. S. (2016). Managerial Accounting. Cengage Learning. |
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AL (F) 657.48 V238f 2017 |
Valix, C. T. (2017). Financial Accounting, Vol. I, Part I. GIC Enterprises & Co., Inc. |
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AL (F) 657.48 V238f 2017 |
Valix, C. T (2017) . Financial Accounting , Vol. III. GIC Enterprises & Co., Inc |
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Online Resources |
www.sec.gov.ph/online-services/search-registered-companies http://www.investopedia.com/articles/02/120402.asp?viewed=1 http://www.his.se/PageFiles/10131/CHAPTER%2017-19%2024-25.pdf http://www.emu.edu.tr/salihk/courses/fina425/chp11-425.pdf http://www.ehow.com/about_4696217_what-equity-valuation.html www.theequitydesk.com/forum/forum_topics.asp?FID=49 https://www.sapling.com/8413404/aggregate-market-value https://strategiccfo.com/binomial-options-pricing-model/ http://www.realoptions.org/papers2003/ArnoldSSRN_ID240554.pdf |
- Teacher: Maramba, Veronica C.
- Enrolled students: 24