This module introduces students to the core concepts, structures, and stakeholders of the modern financial services industry. It explores the roles and functions of financial intermediaries and examines how individuals, companies, and markets are affected by them.
In addition to providing a bird’s-eye view of the financial industry, the module focuses on the perspective of capital providers and investors, which is increasingly relevant for both individuals and corporations. Students are introduced to financial markets, asset classes, and a variety of financial instruments, building a basic toolkit that enables them to navigate the broad spectrum of investment opportunities.
A central component of the module is an investment simulation, where students apply their theoretical knowledge in a realistic, practice-oriented setting. This hands-on experience allows participants to deepen their understanding of investment principles, make their first simulated investment decisions, and critically reflect on the outcomes. By combining theory, market insights, and applied training, the module prepares students to engage more confidently with the world of finance and investing.
Basic knowledge of finance
Workload[h]
Contact hours: 28
Guided self-study: 12
Independent self-study: 50
60% of the final module grade: Semester test in the last session of the semester (see course schedule)
40% of the final module grade: Written assignment (see Moodle for detailed instructions
All assessments will be completed as part of the in-class sessions or written assignments. Please therefore refer to the course schedule on Moodle.
Permitted examination aids:
Professional competences:
Participants can:
differentiate between the roles, functions, and objectives of various financial intermediaries and other key players in the sector
explain the characteristics, advantages, and disadvantages of different asset classes and financial instruments
calculate, interpret, and evaluate the values and returns of various financial instruments
apply theoretical knowledge to real-world investment contexts and make informed decisions based on financial data and market information
Methodological competences:
Participants can:
select appropriate financial instruments for different investment goals and strategies
apply their knowledge in an investment simulation to design, execute, and optimise a portfolio strategy
Self-competences:
Participants can:
critically evaluate their own financial decision-making process and improve it through reflection
Topic area I: The financial services industry
Topic area II: Financial Markets, Financial Instruments, Return & Risk
Topic area III: Investment simulation
Self-study, practical exercises, presentation, simulation
Mandatory:
Durchführung gemäss Stundenplan
All assessments will be completed as part of the in-class sessions or written assignments. Please therefore refer to the course schedule on Moodle.