This course is the first of two that are offered in collaboration with AIAF (Italian Association of Financial Analysts).
The course aims to integrate the knowledge accumulated during the post-graduate degree in Administration, Finance and Control. It aims to specifically prepare the students who look to take the exam to become a Certified International Investment Analyst (CIIA).
The course aims to integrate the content of curriculum courses in the study plan carried out in collaboration with AIAF (Italian Association of Analysts and Financial Advisers). The course will focus on Corporate Finance, focusing on some aspects of corporate evaluation, mergers and acquisitions and international corporate finance; Portfolio management focusing on the issue of market efficiency, ALM models and risk indicators; Fixed income by deepening the basic concepts of interest rate structure, characteristics of the main types of fixed income securities, fixed income portfolio management techniques.
At the end of the course, the student will be able to:
Face-to-face lectures, case study discussions in student groups, practices and exam questions simulation.
The course is offered during 12 face-to-face lectures of 2 hours, according the following schedule:
Lecture
Topic
1
Introduction to the course CIIA exam and course objectives The role of the financial analyst and her/his professional activity Rules and professional ethics
2
Time value of money - Interest rates Annuity and perpetuity
3
Risk and return CAPM and WACC
4
Corporate Finance: capital budgeting NPV and IIR for investment decision
5
Fixed income Valuation and analysis: Debt instruments
Types and hybrid forms
6
Quantitative analysis of bonds part 1
Examples and practices
7
Quantitative analysis of bonds part 2
8
Examples and case studies on Fixed income valuation
9
Equity valuation and Analysis: Evaluation methods
10
Case study/practices on Equity valuation
11
Intro to portfolio management
12
Bloomberg basic
The learning materials for the lectures and the exam preparation are made available on Aulaweb or provided in class by the lecturer.
Students are advised to register to the course on Aulaweb and to verify they are granted access to the University Library online system and are able to download articles and journals.
Ricevimento: Wedensday 11 am - 1 pm on Microsoft Teams or by requesting an appointment via email.
GIULIA LEONI (President)
SIMONE LIGATO
2nd Semester
FINANCIAL ANALYSTS 1
Written exam:
In the written exam, the student is required to demonstrate her/his knowledge of the subject. The exam is a mix of multiple choice questions and open-ended questions, covering both theoretical or practical aspects.
The exam can be repeated.
