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. 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. For Study Period 5 2022 onwards, please refer to the subject outline here.
Learning outcomes Subject content Duration Assessment Prerequisites Assumed knowledge Course transition subject equivalence Reading list Learning outcomes On successful completion of this subject, individuals should be able to: Develop asset class returns to assess their utility in portfolio management Critically evaluate the different asset allocation approaches and techniques Critically analyse the role that behavioural finance plays in the investment management process Construct an investment policy statement by assessing the objectives and constraints of individual investors. Evaluate the investment objectives of the different types of institutional investors and their respective decision-making processes. Critically analyse the issues that fund managers face in managing portfolios. Subject content TopicTitle Topic 1Setting capital market expectations Topic 2Asset allocation in practice Topic 3Behavioural finance and portfolio management Topic 4Portfolio management issues for individual investors Topic 5Portfolio management issues in a global context Topic 6Portfolio management issues for institutional investors Topic 7Portfolio management execution Topic 8Applied techniques in performance measurement Duration The duration of this subject is one study period (12 weeks). Assessment Assessment TypeAssessedWeighting Task 1 research brief Group Task 1 Committee MeetingWeek 4 Week 6 25% Task 2 research brief Group Task 2 Committee Meeting Week 8 Week 10 35% ExamWeek 1240% 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: Assessment TypeAssessedWeighting Assignment 1 research brief submission Assignment 1 research brief meeting Week 4 Week 525% Assignment 2 research brief submission Assignment 2 research brief meetingWeek 8 Week 935% ExamWeek 1240% 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. Prerequisites There are no prerequisites for this subject. However, individuals should review the ‘Assumed Knowledge’ tab to understand the prior knowledge Kaplan advises they should hold before enrolling in this subject Assumed knowledge Whilst there are no prerequisites for this subject, Kaplan assumes that individuals have completed FIN251 Fixed Income Securities, or understand the content covered in this subject, prior to undertaking FIN306 Applied Portfolio Management. Course transition subject equivalence Individuals are not required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects: there are no equivalences for this subject. Reading list There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.
Learn more about Master of Applied Finance, Graduate Diploma of Applied Finance or Graduate Certificate in Applied Finance >
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. 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. For Study Period 5 2022 onwards, please refer to the subject outline here.
Learning outcomes Subject content Duration Assessment Prerequisites Assumed knowledge Course transition subject equivalence Reading list Learning outcomes On successful completion of this subject, individuals should be able to: Develop asset class returns to assess their utility in portfolio management Critically evaluate the different asset allocation approaches and techniques Critically analyse the role that behavioural finance plays in the investment management process Construct an investment policy statement by assessing the objectives and constraints of individual investors. Evaluate the investment objectives of the different types of institutional investors and their respective decision-making processes. Critically analyse the issues that fund managers face in managing portfolios. Subject content TopicTitle Topic 1Setting capital market expectations Topic 2Asset allocation in practice Topic 3Behavioural finance and portfolio management Topic 4Portfolio management issues for individual investors Topic 5Portfolio management issues in a global context Topic 6Portfolio management issues for institutional investors Topic 7Portfolio management execution Topic 8Applied techniques in performance measurement Duration The duration of this subject is one study period (12 weeks). Assessment Assessment TypeAssessedWeighting Task 1 research brief Group Task 1 Committee MeetingWeek 4 Week 6 25% Task 2 research brief Group Task 2 Committee Meeting Week 8 Week 10 35% ExamWeek 1240% 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: Assessment TypeAssessedWeighting Assignment 1 research brief submission Assignment 1 research brief meeting Week 4 Week 525% Assignment 2 research brief submission Assignment 2 research brief meetingWeek 8 Week 935% ExamWeek 1240% 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. Prerequisites There are no prerequisites for this subject. However, individuals should review the ‘Assumed Knowledge’ tab to understand the prior knowledge Kaplan advises they should hold before enrolling in this subject Assumed knowledge Whilst there are no prerequisites for this subject, Kaplan assumes that individuals have completed FIN251 Fixed Income Securities, or understand the content covered in this subject, prior to undertaking FIN306 Applied Portfolio Management. Course transition subject equivalence Individuals are not required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects: there are no equivalences for this subject. Reading list There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.
Learn more about Master of Applied Finance, Graduate Diploma of Applied Finance or Graduate Certificate in Applied Finance >
