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Module

NBS8235 : Financial Planning and Investment

  • Offered for Year: 2021/22
  • Module Leader(s): Dr Chen Su
  • Owning School: Newcastle University Business School
  • Teaching Location: Newcastle City Campus
Semesters
Semester 1 Credit Value: 10
Semester 2 Credit Value: 10
ECTS Credits: 10.0

Aims

The aim of this module is to provide students with a framework for the assessment of projects and investment opportunities within the firm, in the context of the regulatory and environmental constraints faced by the organisation.

Outline Of Syllabus

Firm Objectives – maximizing shareholder wealth: theory and evidence.

Project Planning and Evaluation – various tools to make investment decisions.

Forecasting Cash Flows – accounting flows, tax, working capital, cost allocation, transfer pricing, and international investment, etc.

Project Management – business models and creating value in projects and investments, real investment options, mergers and acquisitions, and capital structure, etc.

Project Financing – IPO, warrants and convertible bonds, financial leasing and operating leasing, and risk management, etc.

Financial Markets and Financial Models – the macroeconomic context of financial markets, the goal and decisions of financial organisations, the financial system and competitive process, and the conditional and unconditional models on mutual fund performance, etc.

Financial Anomalies and Investment Opportunities – price and style momentum, IPO short- and long-run performance, and investment value of analyst recommendations, etc.

Regulatory and Environmental Constraints – models dealing with competition, utilities, price cap, and environmental reporting, etc.

Teaching Methods

Teaching Activities
Category Activity Number Length Student Hours Comment
Scheduled Learning And Teaching ActivitiesLecture122:0024:00pip lecture
Guided Independent StudyAssessment preparation and completion150:0050:00N/A
Guided Independent StudyDirected research and reading150:0050:00N/A
Scheduled Learning And Teaching ActivitiesSmall group teaching32:006:00pip seminar
Scheduled Learning And Teaching ActivitiesDrop-in/surgery32:006:00N/A
Guided Independent StudyIndependent study164:0064:00N/A
Total200:00
Teaching Rationale And Relationship

Lectures will allow students to develop their understanding of the subject.

Assessment Methods

The format of resits will be determined by the Board of Examiners

Exams
Description Length Semester When Set Percentage Comment
Written Examination1802A100N/A
Formative Assessments
Description Semester When Set Comment
Written exercise2MClass mock exam
Assessment Rationale And Relationship

The exam tests the students' understanding of the subject.

In the case of an alternative semester 2 assessment (worth 100% of the overall module mark) being necessary due to circumstances, the module leader will in the first instance consult with the DPD as to the requirements of the professional accrediting body to discuss possible acceptable alternatives. In 2020/21 this alternative was a 24 hour take home exam delivered online, and it is envisioned that if circumstances do not allow a present-in-person timed exam at the end of semester 2, and the professional body agrees, than this may well be an example of the type of alternative assessment which could be put in place.

Reading Lists

Timetable