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Магистратура 2022/2023

Теория финансов

Лучший по критерию «Полезность курса для расширения кругозора и разностороннего развития»
Лучший по критерию «Новизна полученных знаний»
Статус: Курс обязательный (Финансовый аналитик)
Направление: 38.04.08. Финансы и кредит
Где читается: Банковский институт
Когда читается: 1-й курс, 3, 4 модуль
Формат изучения: без онлайн-курса
Охват аудитории: для своего кампуса
Прогр. обучения: Финансовый аналитик
Язык: английский
Кредиты: 6
Контактные часы: 60

Course Syllabus

Abstract

The course is designed to introduce to students the fundamental issues of financial theory. It is an in-depth study of what the key properties of financial assets are and what techniques for setting fair pricing and detecting arbitrage mispricing have been suggested. The course is rather intense. It involves considering both classic and recent research contributions to the area. In addition to a thorough insight into fundamental theoretical concepts the course covers some issues of related applied research. The course provides essential knowledge and competence at a postgraduate level to those students who intend to follow careers in applied finance, as well as to those students who intend to pursue further research. It would be beneficial for perspective CFA level 1-3 test takers.
Learning Objectives

Learning Objectives

  • The learning objectives are to give students a solid and comprehensive understanding of the fundamentals and evolution of financial theory: ▪ To improve understanding of basic theoretical concepts and elaborate formal models of financial theory; ▪ To familiarize students with various techniques for setting fair pricing and detecting arbitrage mispricing in bond and equity markets; ▪ To familiarize students with management of uncertainty of payoffs and strategies of portfolio optimization; ▪ To guide students through applications of financial theory in preparation for future independent research.
Expected Learning Outcomes

Expected Learning Outcomes

  • Be able to clearly articulate on key finance issues in valuation of bonds and equities, identify and understand important research contributions to the evolution of financial theory
  • Distinguish among formal models and critically discuss key facts about them (assessment, implications, uniqueness, debatable aspects, etc.), draw an analytical conclusion based on these key facts;
  • Be familiar with research at the frontier of finance, formulate a research proposal, identify the problem, attach importance and suggest appropriate solution techniques;
  • Possess sufficient knowledge and competence in finance issues to be able to progress to a career in financial industry or to take on independent research at a PhD level at a university either at home or abroad
Course Contents

Course Contents

  • Topic 1 Market for discount and coupon bonds
  • Topic 2 Consistent prices and no-arbitrage in bond markets
  • Topic 3 Immunization
  • Topic 4 Utility Theory
  • Topic 5 Portfolio Theory
  • Topic 6 Capital Asset Pricing Model
Assessment Elements

Assessment Elements

  • non-blocking home assignment
    Students are expected to prepare home assignments for the tutorials. Home assignments are not graded (except for one home assignment) and provide a self-check option for students. One home assignment will be graded. It will be given in the middle of the course and will have a submission deadline
  • non-blocking final test
    The final test will be closed-book, in a written form. It will be arranged offline at the end of the course.
Interim Assessment

Interim Assessment

  • 2022/2023 4th module
    0.4 * home assignment + 0.6 * final test
Bibliography

Bibliography

Recommended Core Bibliography

  • Campbell, J. Y., Lo, A. W., & MacKinlay, A. C. (2012). The Econometrics of Financial Markets. New Jersey: Princeton University Press. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=1891894
  • Cochrane, J. H. (2005). Asset Pricing (Vol. Rev. ed). Princeton, N.J.: Princeton University Press. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=329716

Recommended Additional Bibliography

  • Brealey, R. A., & Myers, S. C. (2012). Principles of corporate finance. Slovenia, Europe: Irwin. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsbas&AN=edsbas.BA880E76

Authors

  • RODINA VIKTORIYA ALEKSEEVNA
  • ODINTSOVA ULYANA ALEKSANDROVNA
  • ELIZAROVA IRINA NIKOLAEVNA