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Магистратура 2024/2025

Теория финансов

Статус: Курс обязательный (Финансы)
Направление: 38.04.08. Финансы и кредит
Где читается: Банковский институт
Когда читается: 1-й курс, 1, 2 модуль
Формат изучения: с онлайн-курсом
Онлайн-часы: 20
Охват аудитории: для своего кампуса
Прогр. обучения: Финансы
Язык: английский
Кредиты: 6

Course Syllabus

Abstract

This course is designed to introduce to students the fundamental issues of the Theory of Finance. It is an in-depth study of what the fundamental properties of key financial instruments are and what techniques based on these properties for appropriate pricing and / or detecting mispricing have been suggested. In addition to a thorough insight into fundamental theoretical concepts the course covers some areas of related applied / quantitative research.Two key types of financial instruments are studied throughout the course, bonds and equities. The course’s focus is on fundamental and advanced concepts as well as applications in asset pricing in bond and equity markets. It investigates into what are approaches to asset pricing when pay-offs are certain (fixed claims) and when pay-offs are uncertain (state contingent claims).The course provides essential knowledge and competence at a postgraduate level to those students who intend to follow careers in applied or quantitative finance, as well as to those students who intend to pursue further research. It would be beneficial for perspective CFA level 2&3 test takers as well.
Learning Objectives

Learning Objectives

  • -Develop financial analysis skills to make adequate judgment on asset pricing; identify asset mispricing; -Work with quantitative data to apply and test financial models; quantitatively demonstrate the impact of models’ assumptions and settings; -Blend disciplinary and interdisciplinary knowledge that strengthens students’ background for both professional practice and scholarly research
Expected Learning Outcomes

Expected Learning Outcomes

  • - to obtain practical experience in applying and testing the validity of asset pricing models using real quantitative data; - to know how to use various information and data sources to analyze and process data for economic and financial estimations;
  • - apply basic financial models, understand their features and limitations; - to make efficient investment decisions in uncertainty; - to be able to identify economic problems when analyzing specific types of financial instruments, evaluate the expected results;
  • Build financial models, understand their underlying logic and application nuances
  • Assess challenges and advantages of the economic environment, propose an effective investment solution, and forecast the expected results;
  • Demonstrate critical thinking and problem-solving skills applicable to real-life finance practices.
Course Contents

Course Contents

  • Financial instruments, financial markets, and financial systems
  • Bond and Equity Pricing
  • Risk and Return; Portfolio Theory
  • Capital Asset Pricing Model (CAPM) and Arbitrage Pricing Theory (APT)
  • Empirical Multifactor Models; Forward and Futures Pricing
  • Option Pricing; Information and Market Efficiency
Assessment Elements

Assessment Elements

  • non-blocking Test 1
    Each student shall choose between two alternative timeframes of each test corresponding to two alternative time zones. Test 1 covers topics of the first half of the course and will take place on a single date in the middle of the course.
  • non-blocking Test 2
    Each student shall choose between two alternative timeframes of each test corresponding to two alternative time zones. Test 2 covers topics of the second half of the course and will take place on a single date at the end of the course
Interim Assessment

Interim Assessment

  • 2024/2025 2nd module
    0.5 * Test 1 + 0.5 * Test 2
Bibliography

Bibliography

Recommended Core Bibliography

  • Alexander, G. J., Sharpe, W. F., & Bailey, J. V. (2012). Fundamentals of investments. Slovenia, Europe: Prentice Hall. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsbas&AN=edsbas.C1BEBDC4
  • Richard Brealey, Stewart Myers, & Franklin Allen. (2020). ISE EBook Online Access for Principles of Corporate Finance: Vol. Thirteenth edition. McGraw-Hill Education.

Authors

  • Kuziukova Iuliia Igorevna
  • ELIZAROVA IRINA NIKOLAEVNA
  • MALYSHEV PAVEL YUREVICH
  • RODINA VIKTORIYA ALEKSEEVNA