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Home > Subjects > FIN306 Applied Portfolio Management
This subject has been discontinued; it will not be available for enrolment after Study Period 5, 2023.
This subject focuses on the application of advanced investment principles to the field of investment advice and management. The subject examines in detail the investment decision making process and investigates the management of more complex portfolios at both the individual and institutional level.
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This subject focuses on the application of advanced investment principles to the field of investment advice and management. The subject examines in detail the investment decision making process and investigates the management of more complex portfolios at both the individual and institutional level. The subject also evaluates current portfolio management practices and discusses the common issues encountered when formulating investment policies and making portfolio decisions. As part of the subject assessment, students are tasked with simulated and real-world investment research and decision-making assignments. This provides an important, practical element to students’ learning experience.
For more information, please refer to the subject outline.
On successful completion of this subject, individuals should be able to:
There is no prescribed text for this subject.
Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.
Click here for an assessment timetable.
Note: Due to the group tasks there must be sufficient enrolment numbers in order to offer this subject. Should the required numbers not be reached Kaplan Professional will advise students as soon as possible to discuss alternative subject enrolments.
For Study Period 5 2022 onwards:
Note: From Study Period 5 2022, this subject will not include any form of group assessment. Students will be required to participate in a meeting with their assessor in weeks 5 and 9 of the study period.
The duration of this subject is one study period (12 weeks).
There are no prerequisites for this subject. However, individuals should review the ‘Assumed Knowledge’ tab to understand the prior knowledge Kaplan Professional advises they should hold before enrolling in this subject
Whilst there are no prerequisites for this subject, Kaplan Professional assumes that individuals have completed FIN251 Fixed Income Securities, or understand the content covered in this subject, prior to undertaking FIN306 Applied Portfolio Management.
Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects: