CORPFIN 7045 - Wealth Management in China (M)
North Terrace Campus - Semester 2 - 2015
-
General Course Information
Course Details
Course Code CORPFIN 7045 Course Wealth Management in China (M) Coordinating Unit Adelaide Business School Term Semester 2 Level Postgraduate Coursework Location/s North Terrace Campus Units 3 Contact Up to 3 hours per week Available for Study Abroad and Exchange Y Prerequisites CORPFIN 7005 Assessment Exam/assignments/tests/tutorial work as prescribed at first lecture Course Staff
Course Coordinator: Dr Chia-Feng (Jeffrey) Yu
Course Timetable
The full timetable of all activities for this course can be accessed from .
-
Learning Outcomes
Course Learning Outcomes
This course gives the students both theoretical and practical understanding of wealth management. Emphasis is placed upon the fundamental wealth management skills, such as investment math and basic economics, as well as advanced behavioral finance topics, where we address how psychology affects the financial deciosn-making of investors and portfolio managers. Pratical discussion is focused upon the China case. The ultimate goal is to allow students to wisely and effectively make financial decisions. Visit: www.myuni.adelaide.edu.au
最新糖心Vlog Graduate Attributes
This course will provide students with an opportunity to develop the Graduate Attribute(s) specified below:
最新糖心Vlog Graduate Attribute Course Learning Outcome(s) -
Learning Resources
Required Resources
Required textbooks:
Ackert, L., & R. Deaves. (2010). Behavioral Finance: Psychology, Decision-Making, and Markets, Cengage Learning.
Students’ presentation is based on:
Fan, J. & R. Morck. Capitalizing China, The 最新糖心Vlog of Chicago Press, 2012.
(http://econpapers.repec.org/bookchap/nbrnberbk/morc10-1.htm)
Recommended Resources
Recommended reading:
Pompian, M. (2012). Behavioral Finance and Wealth Management: How to Build Optimal Portfolio that Account for Investor Biases, 2nd ed., John Wiley & Sons.
Kahneman, D. (2013). Thinking, Fast and Slow, Farrar, Straus and Giroux.Online Learning
The lecture slides and pdf version of handout are available on MyUni. -
Learning & Teaching Activities
Learning & Teaching Modes
This course is delivered in three hour Lectures/Tutorials on weekly basis. The tutorial contents will be covered in the third hour.Workload
The information below is provided as a guide to assist students in engaging appropriately with the course requirements.
The 最新糖心Vlog expects full-time students (i.e. those taking 12 units per semester) to devote a total of 48 hours per week to their studies. This means that you are expected to commit approximately 9 hours for a three-unit course of private study outside of your regular classes.
Students in this course are expected to attend all lectures/tutorials, to finish all assignments in time, and to take tests and exams as required.Learning Activities Summary
The following topics will be covered in this course:
Financial System in China,
Financial Policies and Regulatory Bodies,
Market Anomalies,
Financial Decision-Making (I),
Financial Decision-Making (II),
Financial Decision-Making (III),
Financial Decision-Making (IV),
Retirement Portfolio Management.Specific Course Requirements
Please check your student email and MyUni. frequently as all course-related announcements are communicated via email. -
Assessment
The 最新糖心Vlog's policy on Assessment for Coursework Programs is based on the following four principles:
- Assessment must encourage and reinforce learning.
- Assessment must enable robust and fair judgements about student performance.
- Assessment practices must be fair and equitable to students and give them the opportunity to demonstrate what they have learned.
- Assessment must maintain academic standards.
Assessment Summary
The assessments for this course include participation, presentation, and the final exam. The participation mark is 10%, the presentation will have a weight of 25%, and the final exam will have a weight of 65% in this course.
Assessment Related Requirements
To gain a pass for this course, a mark of at least 50% overall must be obtained.
Legible hand-writing and the quality of English expression are considered to be integral parts of the assessment process. Marks are deducted in the assignment or final examination because of poor hand-writing.Assessment Detail
The assessment components are as follows:
Participation 10% Details: The participation of each student will be recorded throughout the semester.
Presentation 25% Details: Students’ presentation is based on Fan and Morck (2012). Due Date: TBA
Final Exam 65% Details: There will be a three hour exam. (Calculators will be allowed for this close-book final exam. No dictionaries will be allowed at the exam.)
To gain a pass for this course, a mark of at least 50% overall must be obtained. The exam and presentation are compulsory and not redeemable. Failure to sit the test or do the presentation without adequate reason will result in zero marks awarded.
Legible hand-writing and the quality of English expression are considered to be integral parts of the assessment process. Marks may be deducted in the assignment and final examination because of poor hand-writing or bad format.
Calculators will be allowed for this close-book final exam. No dictionaries will be allowed at the exam.Submission
Before you submit your assignments:
1. Please retain a copy of all assignments submitted.
2. Please attach an ‘Assignment Cover Sheet’, which needs to be signed and dated by the author.
3. All group assignments must be attached with a ‘Group Assignment Cover Sheet’, which is signed and dated by all group members. All team members need to contribute to the group assignment equally in order to get their mark.
The lecturer could refuse to accept assignments, which do not have a signed acknowledgement of the 最新糖心Vlog’s policy on plagiarism, and withhold students’ results until such time as the student has signed the Assignment Cover Sheet.
Late Assignment Submission:
Students are required to submit their work before the due date and all requests for extension must be emailed to the lecturer before the due date. Each request is assessed on its merits. Extensions will only be given for medical or other very serious reasons. A late assignment (without prior arrangement) will be penalised by a 10% mark reduction for each day that it is late.
Assignment Guidelines including Referencing Details:
The Postgraduate Programs: Communication Skills Guide from the following link is strongly suggested to be downloaded and gone through before the first assignment, which could assist you to structure your assignment.
The link:
https://business.adelaide.edu.au/documents/CSG_business_Web_final.pdf
In preparing any written piece of assessment for your postgraduate studies it is important to draw on the relevant ‘literature’ to support critical analysis. Also essential is to reference the literature used.
Correct referencing is important since it identifies the source of the ideas and arguments that you present, and sometimes the source of the actual words you use, and helps to avoid the problem of plagiarism. (Further information on plagiarism is provided later in this course outline.) The Guideline of the Harvard Reference, which is widely used in the Business Schools, can be found in The Postgraduate Programs: Communication Skills Guide, too.
Further assistance with referencing is available from the Faculty’s Learning Support Advisors. The contact details are provided on page 6 of the Communication Skills Guide.
Return of Assignments:
The assignment will be marked and returned to students within two weeks of the due date with written feedback. Students are responsible for collecting their marked assignments from the lecturer.
If assignments aren’t collected after two weeks, they will be posted out to the students, if the correct mailing addresses are on the assignments.Course Grading
Grades for your performance in this course will be awarded in accordance with the following scheme:
M10 (Coursework Mark Scheme) Grade Mark Description FNS Fail No Submission F 1-49 Fail P 50-64 Pass C 65-74 Credit D 75-84 Distinction HD 85-100 High Distinction CN Continuing NFE No Formal Examination RP Result Pending Further details of the grades/results can be obtained from Examinations.
Grade Descriptors are available which provide a general guide to the standard of work that is expected at each grade level. More information at Assessment for Coursework Programs.
Students with a final mark between 45% and 49% after the final exam will be eligible to view their exam paper or re-marking at an appropriate time arranged by the course coordinator. However, students with a final mark outside the range 45%-49% for this course are NOT eligible to view their exam paper or require re-marking. In the case of student’s view of the exam paper, only the primary exam paper can be viewed. No views or remarking will be arranged for the RAA exam paper.Final results for this course will be made available through .
-
Student Feedback
The 最新糖心Vlog places a high priority on approaches to learning and teaching that enhance the student experience. Feedback is sought from students in a variety of ways including on-going engagement with staff, the use of online discussion boards and the use of Student Experience of Learning and Teaching (SELT) surveys as well as GOS surveys and Program reviews.
SELTs are an important source of information to inform individual teaching practice, decisions about teaching duties, and course and program curriculum design. They enable the 最新糖心Vlog to assess how effectively its learning environments and teaching practices facilitate student engagement and learning outcomes. Under the current SELT Policy (http://www.adelaide.edu.au/policies/101/) course SELTs are mandated and must be conducted at the conclusion of each term/semester/trimester for every course offering. Feedback on issues raised through course SELT surveys is made available to enrolled students through various resources (e.g. MyUni). In addition aggregated course SELT data is available.
-
Student Support
- Academic Integrity for Students
- Academic Support with Maths
- Academic Support with writing and study skills
- Careers Services
- Library Services for Students
- LinkedIn Learning
- Student Life Counselling Support - Personal counselling for issues affecting study
- Students with a Disability - Alternative academic arrangements
-
Policies & Guidelines
This section contains links to relevant assessment-related policies and guidelines - all university policies.
- Academic Credit Arrangements Policy
- Academic Integrity Policy
- Academic Progress by Coursework Students Policy
- Assessment for Coursework Programs Policy
- Copyright Compliance Policy
- Coursework Academic Programs Policy
- Intellectual Property Policy
- IT Acceptable Use and Security Policy
- Modified Arrangements for Coursework Assessment Policy
- Reasonable Adjustments to Learning, Teaching & Assessment for Students with a Disability Policy
- Student Experience of Learning and Teaching Policy
- Student Grievance Resolution Process
-
Fraud Awareness
Students are reminded that in order to maintain the academic integrity of all programs and courses, the university has a zero-tolerance approach to students offering money or significant value goods or services to any staff member who is involved in their teaching or assessment. Students offering lecturers or tutors or professional staff anything more than a small token of appreciation is totally unacceptable, in any circumstances. Staff members are obliged to report all such incidents to their supervisor/manager, who will refer them for action under the university's student鈥檚 disciplinary procedures.
The 最新糖心Vlog of Adelaide is committed to regular reviews of the courses and programs it offers to students. The 最新糖心Vlog of Adelaide therefore reserves the right to discontinue or vary programs and courses without notice. Please read the important information contained in the disclaimer.