CODE 90550 ACADEMIC YEAR 2024/2025 CREDITS 3 cfu anno 2 AMMINISTRAZIONE, FINANZA E CONTROLLO 8706 (LM-77) - GENOVA TEACHING LOCATION GENOVA SEMESTER 2° Semester TEACHING MATERIALS AULAWEB OVERVIEW The unit is a core unit within the Analysts Program in partnership with AIAF (Italia Association of Financial Analysis). The unit aims at integrating the knowledge acquired during the two years of the Master degree to provide students with a specific expertise to undertake the exam for Certified International Investment Analyst (CIIA). AIMS AND CONTENT LEARNING OUTCOMES The course is a specializing course withing the Financial Analysts Program in partnership with AIAF (Italia association of Financial Analysis). The course integrates the knowledge acquired during the Master degree of Administration Finance and control providing students with a specific expertise in financial analysis and financial instruments evaluation, which are topics included in the exam as Certified International Investment Analyst (CIIA). AIMS AND LEARNING OUTCOMES The unit aims to integrate the knolwedge acquired during the Master degree to specifically prepare the students to the contents of the CIIA examination (Certified International Investment Analyst): At the end of the unit, the students will be capable to comprehend and analyse fixed income and equity evaluation, models comprehend the operations with derivatives (futures e forwards) analyse and understand the strategies of using derivatives (swaps e credit derivatives) and their objectives analyse and discuss different cases and issues of portfolio management (business; hedging; international investments; equity) analyse, present, and discuss solutions of case study of financial analysis effectively communicate in written and oral form, adapt communication to context, use of sources and various tools identify personal ability, focus, and critical thinking skills manage social interactions, with collaborative attitudes in different contexts. gestire le proprie interazioni sociali, con atteggiamento collaborativo e costruttivo in ambienti differenti. PREREQUISITES Students are advised to attend the unit in the second year of the Master degree TEACHING METHODS The course makes use of the following teaching methodologies: face-to-face lectures aiming at working on knowledge and comprehension of financial and business concepts and the functioning of the accounting and information system face-to-face tutorials to develop the capability to apply knowledge and critical thinking after each module, students will also engage in think-pair-share activities by discussing theoretical and practical problems in business economics. This will develop advanced functional alphabetic capability, advanced personal capability; advanced social capability. Students who have valid certification of physical or learning disabilities and who wish to discuss possible accommodations or other circumstances regarding lectures, coursework and exams, should speak both with the instructor and with Professor Serena Scotto (scotto@economia.unige.it), the Department’s disability liaison SYLLABUS/CONTENT The unit develops in 12 lectures with the following contents The roles of financial analysts and the analyst's report Fixed income Valuation and analysis Equity valuation and Analysis Business (valuation) & analysis: capital budgeting; NPV e IIR for Project valuation Operations with Forwards and futures and their valuation Derivatives analysis and strategies; Sensitivity analysis; Credit default swap; alternative investments Portfolio management: time value of money & risk measures; Investment policies; Asset Liability management; International investments; Equity management RECOMMENDED READING/BIBLIOGRAPHY Learning materials will be made available by the teacher on AulaWeb. Students are advised to register to the unit AulaWeb page TEACHERS AND EXAM BOARD GIULIA LEONI Ricevimento: Gli studenti possono prendere un appuntamento per il ricevimento inviando una email al docente (giulia.leoni@unige.it) All'avvio del 1° semestre verrà fissato un appuntamento fisso settimanale per il ricevimento che sarà inserito in questa sezione. Students can arrange office hours with the teacher by sending an email to giulia.leoni@unige.it With the start of Semester 1 students will be notified here about the time and date of the weekly office hours. SIMONE LIGATO Exam Board GIULIA LEONI (President) SIMONE LIGATO (President) LESSONS LESSONS START Week of February 10, 2025 Class schedule The timetable for this course is available here: Portale EasyAcademy EXAMS EXAM DESCRIPTION The final exam is a written test that includes MCQ, open theoretical and practical questions. During the lectures there will be also think-pair-share activities. ASSESSMENT METHODS The final exam aims at verifying the suitability of the student with regard to the comprehension and knowledge of the topics developed in the unit and the practical application of financial concepts and models. Exam schedule Data appello Orario Luogo Degree type Note 07/01/2025 14:00 GENOVA Scritto 21/01/2025 14:00 GENOVA Scritto 03/02/2025 14:00 GENOVA Scritto 05/06/2025 14:00 GENOVA Scritto 19/06/2025 14:00 GENOVA Scritto 03/07/2025 14:00 GENOVA Scritto 08/09/2025 14:00 GENOVA Scritto Agenda 2030 - Sustainable Development Goals Quality education Gender equality Decent work and economic growth OpenBadge PRO3 - Soft skills - Imparare a imparare base 1 - A PRO3 - Soft skills - Sociale base 1 - A PRO3 - Soft skills - Personale base 1 - A PRO3 - Soft skills - Alfabetica base 1 - A