CORPFIN 7045 - Wealth Management in China (M)
North Terrace Campus - Semester 1 - 2016
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General Course Information
Course Details
Course Code CORPFIN 7045 Course Wealth Management in China (M) Coordinating Unit Adelaide Business School Term Semester 1 Level Postgraduate Coursework Location/s North Terrace Campus Units 3 Contact Up to 3 hours per week Available for Study Abroad and Exchange Y Prerequisites ACCTING 7019, CORPFIN 7005, COMMERCE 7033, ECON 7200 Assessment Exam/assignments/tests/tutorial work as prescribed at first lecture Course Staff
Course Coordinator: Dr Chia-Feng (Jeffrey) Yu
Course Timetable
The full timetable of all activities for this course can be accessed from .
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Learning Outcomes
Course Learning Outcomes
This course gives the students both theoretical and practical understanding of wealth management. Emphasis is placed upon the fundamental wealth management skills, such as investment math and basic economics, as well as advanced behavioral finance topics, where we address how psychology affects the financial deciosn-making of investors and portfolio managers. Pratical discussion is focused upon the China case. The ultimate goal is to allow students to wisely and effectively make financial decisions. Visit: www.myuni.adelaide.edu.au
University Graduate Attributes
This course will provide students with an opportunity to develop the Graduate Attribute(s) specified below:
University Graduate Attribute Course Learning Outcome(s) Deep discipline knowledge
- informed and infused by cutting edge research, scaffolded throughout their program of studies
- acquired from personal interaction with research active educators, from year 1
- accredited or validated against national or international standards (for relevant programs)
1 through 5 Critical thinking and problem solving
- steeped in research methods and rigor
- based on empirical evidence and the scientific approach to knowledge development
- demonstrated through appropriate and relevant assessment
1 through 5 Teamwork and communication skills
- developed from, with, and via the SGDE
- honed through assessment and practice throughout the program of studies
- encouraged and valued in all aspects of learning
1 through 5 Career and leadership readiness
- technology savvy
- professional and, where relevant, fully accredited
- forward thinking and well informed
- tested and validated by work based experiences
1 through 5 Intercultural and ethical competency
- adept at operating in other cultures
- comfortable with different nationalities and social contexts
- able to determine and contribute to desirable social outcomes
- demonstrated by study abroad or with an understanding of indigenous knowledges
1 through 5 Self-awareness and emotional intelligence
- a capacity for self-reflection and a willingness to engage in self-appraisal
- open to objective and constructive feedback from supervisors and peers
- able to negotiate difficult social situations, defuse conflict and engage positively in purposeful debate
1 through 5 -
Learning Resources
Required Resources
Required textbooks:
Ackert, L., & R. Deaves. (2010). Behavioral Finance: Psychology, Decision-Making, and Markets, Cengage Learning.
Students’ presentation is based on:
Fan, J. & R. Morck. Capitalizing China, The University of Chicago Press, 2012.
(http://econpapers.repec.org/bookchap/nbrnberbk/morc10-1.htm)
Recommended Resources
Recommended reading:
Pompian, M. (2012). Behavioral Finance and Wealth Management: How to Build Optimal Portfolio that Account for Investor Biases, 2nd ed., John Wiley & Sons.
Kahneman, D. (2013). Thinking, Fast and Slow, Farrar, Straus and Giroux.Online Learning
The lecture slides and pdf version of handout are available on MyUni. -
Learning & Teaching Activities
Learning & Teaching Modes
This course is delivered in a two hour lecture plus one hour workshop on weekly basis. The tutorial contents will be covered in the third hour of each lecture.Workload
The information below is provided as a guide to assist students in engaging appropriately with the course requirements.
The University expects full-time students (i.e. those taking 12 units per semester) to devote a total of 48 hours per week to their studies. This means that you are expected to commit approximately 9 hours for a three-unit course of private study outside of your regular classes.
Students in this course are expected to attend all lectures throughout the semester.
Students are also expected to finish all assignments in time, and take tests and exams as required by this course.Learning Activities Summary
The following topics will be covered in this course:
Financial System in China
Financial Policies and Regulatory Bodies
Market Anomalies
Financial Decision-Making (I)
Financial Decision-Making (II)
Financial Decision-Making (III)
Financial Decision-Making (IV)
Retirement Portfolio ManagementSpecific Course Requirements
Please check your student email and MyUni frequently, since the course-related announcements are communicated via email or MyUni.
The lecturer will be available for consultation at the following times:
The office hour will be announced in first lecture and other consultation shall be made through appointments. -
Assessment
The University's policy on Assessment for Coursework Programs is based on the following four principles:
- Assessment must encourage and reinforce learning.
- Assessment must enable robust and fair judgements about student performance.
- Assessment practices must be fair and equitable to students and give them the opportunity to demonstrate what they have learned.
- Assessment must maintain academic standards.
Assessment Summary
The assessments for this course include participation, presentation, and the final exam. The participation mark is 10%, the presentation will have a weight of 25%, and the final exam will have a weight of 65% in this course.Assessment Related Requirements
To gain a pass for this course, a mark of at least 50% must be obtained on the final exam as well as a total of at least 50% overall. Students not achieving the minimum final exam mark will be awarded no more than 49. The exam and presentation are compulsory and not redeemable. Failure to sit the test or do the presentation without adequate reason will result in zero marks awarded.
Legible hand-writing and the quality of English expression are considered to be integral parts of the assessment process. Marks may be deducted in the assignment and final examination because of poor hand-writing or bad format.
Calculators will be allowed for this close-book final exam. No dictionaries will be allowed at the exam.Assessment Detail
The assessment components are as follows:
Participation 10%
Details: The participation of each student will be recorded throughout the semester.
Presentation 25%
Details: Students’ presentation is based on Fan and Morck (2012).
Due Date: TBA
Final Exam 65%
Details: There will be a three hour exam. (Calculators will be allowed for this close-book final exam. No dictionaries will be allowed at the exam.)
To gain a pass for this course, a mark of at least 50% must be obtained on the final exam as well as a total of at least 50% overall. Students not achieving the minimum final exam mark will be awarded no more than 49. The exam and presentation are compulsory and not redeemable. Failure to sit the test or do the presentation without adequate reason will result in zero marks awarded.
Legible hand-writing and the quality of English expression are considered to be integral parts of the assessment process. Marks may be deducted in the assignment and final examination because of poor hand-writing or bad format.
Calculators will be allowed for this close-book final exam. No dictionaries will be allowed at the exam.Submission
Presentation of Assignments
· Please retain a copy of the assignment submitted.
· Please attach an ‘Assignment Cover Sheet’, which is signed and dated by you before submission.
· All group assignments must be attached to a ‘Group Assignment Cover Sheet’, which must be signed and dated by all group members before submission. All team members have to contribute approximately equally to a group assignment.
Lecturers will refuse to accept assignments, which do not have a signed acknowledgement of the University’s policy on plagiarism in the Assignment Cover Sheet.
Assignment Guidelines including Referencing Details
A copy of the Postgraduate Programs: Communication Skills Guide will have been given to you at the beginning of your program. This guide will assist you structure your assignments. A copy of the guide can also be downloaded from
This publication also provides guidelines on a range of other important communication skills including writing essays and management reports, making oral presentations etc.
In preparing any written piece of assessment for your postgraduate studies it is important to draw on the relevant ‘literature’ to support critical analysis. Also essential is to reference the literature used. Correct referencing is important because it identifies the source of the ideas and arguments that you present, and sometimes the source of the actual words you use, and helps to avoid the problem of plagiarism. (Further information on plagiarism is provided later in this course outline.)
The Harvard system is widely used in the Business School. Guidelines for the use of this style of referencing can be found in the Communication Skills Guide.
Further assistance with referencing is available from the Faculty’s Learning Support Advisors. The contact details are provided on page 6 of the Communication Skills Guide.
Late Assignment Submission
Students are expected to submit their work by the due date to maintain a fair and equitable system. Extensions will generally only be given for medical or other serious reasons. All requests for extensions must be emailed to the lecturer before the due date. Each request will be assessed on its merits. A late assignment (without prior arrangement) will be penalised by a 10% mark reduction for each day that it is late.
Return of Assignments
It is Lecturer’s aim to mark and return assignments to students within two (2) weeks of the due date with written feedback. Students are responsible for collecting their marked assignments from lectures. If assignments aren’t collected after two (2) weeks, the assignments will be available at the Student Hub for two (2) weeks. The remaining assignments will only be posted out to the students, if the correct mailing addresses are on the assignments.Course Grading
Grades for your performance in this course will be awarded in accordance with the following scheme:
M10 (Coursework Mark Scheme) Grade Mark Description FNS Fail No Submission F 1-49 Fail P 50-64 Pass C 65-74 Credit D 75-84 Distinction HD 85-100 High Distinction CN Continuing NFE No Formal Examination RP Result Pending Further details of the grades/results can be obtained from Examinations.
Grade Descriptors are available which provide a general guide to the standard of work that is expected at each grade level. More information at Assessment for Coursework Programs.
Final results for this course will be made available through .
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Student Feedback
The University places a high priority on approaches to learning and teaching that enhance the student experience. Feedback is sought from students in a variety of ways including on-going engagement with staff, the use of online discussion boards and the use of Student Experience of Learning and Teaching (SELT) surveys as well as GOS surveys and Program reviews.
SELTs are an important source of information to inform individual teaching practice, decisions about teaching duties, and course and program curriculum design. They enable the University to assess how effectively its learning environments and teaching practices facilitate student engagement and learning outcomes. Under the current SELT Policy (http://www.adelaide.edu.au/policies/101/) course SELTs are mandated and must be conducted at the conclusion of each term/semester/trimester for every course offering. Feedback on issues raised through course SELT surveys is made available to enrolled students through various resources (e.g. MyUni). In addition aggregated course SELT data is available.
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Student Support
- Academic Integrity for Students
- Academic Support with Maths
- Academic Support with writing and study skills
- Careers Services
- Library Services for Students
- LinkedIn Learning
- Student Life Counselling Support - Personal counselling for issues affecting study
- Students with a Disability - Alternative academic arrangements
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Policies & Guidelines
This section contains links to relevant assessment-related policies and guidelines - all university policies.
- Academic Credit Arrangements Policy
- Academic Integrity Policy
- Academic Progress by Coursework Students Policy
- Assessment for Coursework Programs Policy
- Copyright Compliance Policy
- Coursework Academic Programs Policy
- Intellectual Property Policy
- IT Acceptable Use and Security Policy
- Modified Arrangements for Coursework Assessment Policy
- Reasonable Adjustments to Learning, Teaching & Assessment for Students with a Disability Policy
- Student Experience of Learning and Teaching Policy
- Student Grievance Resolution Process
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Fraud Awareness
Students are reminded that in order to maintain the academic integrity of all programs and courses, the university has a zero-tolerance approach to students offering money or significant value goods or services to any staff member who is involved in their teaching or assessment. Students offering lecturers or tutors or professional staff anything more than a small token of appreciation is totally unacceptable, in any circumstances. Staff members are obliged to report all such incidents to their supervisor/manager, who will refer them for action under the university's student鈥檚 disciplinary procedures.
The 成人大片 is committed to regular reviews of the courses and programs it offers to students. The 成人大片 therefore reserves the right to discontinue or vary programs and courses without notice. Please read the important information contained in the disclaimer.
