FIN322 Industrial Equity Analysis

  • Learning outcomes
    • At the completion of this subject students should be able to:

      1. Explain the fundamental tools and critical information needed and the processes and practices used to analyse and report on a company and its industry.
      2. Explain the importance of industry positioning, competitive advantage and corporate strategy when analysing companies.
      3. Assess the impact of key quantitative and qualitative data on industrial equity stocks.
      4. Judge a company’s operational and financial performance via comparison with benchmarks and peer analysis.
      5. Construct a basic financial model of a company.
      6. Compose a report on the analysis of a company including financial ratio analysis.
      7. Evaluate key sectors within the industrial equities market, with a focus on the critical issues and key drivers of shareholder value.
  • Subject content
    • Topic Title
      Topic 1 The analyst’s world
      Topic 2 Analysing non-financial factors
      Topic 3 Building a basic financial model
      Topic 4 Introducing complexity to a financial model
      Topic 5 Equity market sectors
      Topic 6 Retail
      Topic 7 Health care
      Topic 8 Media
      Topic 9 Infrastructure
      Topic 10 Banking

  • Duration
    • 12 weeks.

  • Assessment
  • Prerequisites
    • There are no prerequisites for this subject. However please review the Assumed Knowledge tab to understand the prior knowledge Kaplan advises you should hold before enrolling in this subject.

  • Assumed knowledge
    • Whilst there are no prerequisites for this subject, Kaplan assumes that individuals have completed FIN203 Fundamentals of Equity Markets and FIN205 Business Valuation, or understand the content covered in those subjects, prior to undertaking FIN322 Industrial Equity Analysis.

  • 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 within the course completion timeframe:

      • E131 Industrial Equity Analysis
      • FIN222 Industrial Equity Analysis
  • Reading list
    • There are no prescribed texts for this subject.

      Details of any required and further readings for this subject are provided in the subject room.  Purchase of any text other than a prescribed text is not required.