成人大片

CORPFIN 7045 - Wealth Management in China (M)

North Terrace Campus - Semester 2 - 2016

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 behavioural finance topics, where we address how psychology affects the financial decision-making of investors and portfolio managers. Practical discussion is focused upon the China case. The ultimate goal is to allow students to wisely and effectively make financial decisions.

  • General Course Information
    Course Details
    Course Code CORPFIN 7045
    Course Wealth Management in China (M)
    Coordinating Unit Adelaide Business School
    Term Semester 2
    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

    Name: Dr Jeffrey Yu

    Location: Level 12, Nexus 10 Building

    E-mail: jeffrey.yu@adelaide.edu.au
    Course Timetable

    The full timetable of all activities for this course can be accessed from .

  • 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 three hour Lectures/Tutorials on weekly basis. The tutorial contents will be covered in the third hour.
    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/tutorials, to finish all assignments in time, and to take tests and exams as required.
    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 Management.

    Specific Course Requirements
    Please check your student email and MyUni. frequently as all course-related announcements are communicated via email.
  • Assessment

    The University's policy on Assessment for Coursework Programs is based on the following four principles:

    1. Assessment must encourage and reinforce learning.
    2. Assessment must enable robust and fair judgements about student performance.
    3. Assessment practices must be fair and equitable to students and give them the opportunity to demonstrate what they have learned.
    4. 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% overall must be obtained.

    Legible hand-writing and the quality of English expression are considered to be integral parts of the assessment process. Marks are deducted in the assignment or final examination because of poor hand-writing.
    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% overall must be obtained.  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
    Before you submit your assignments:

    1. Please retain a copy of all assignments submitted.

    2. Please attach an ‘Assignment Cover Sheet’, which needs to be signed and dated by the author.

    3. All group assignments must be attached with a ‘Group Assignment Cover Sheet’, which is signed and dated by all group members. All team members need to contribute to the group assignment equally in order to get their mark.

    The lecturer could refuse to accept assignments, which do not have a signed acknowledgement of the University’s policy on plagiarism, and withhold students’ results until such time as the student has signed the Assignment Cover Sheet.

    Late Assignment Submission:

    Students are required to submit their work before the due date and all requests for extension must be emailed to the lecturer before the due date. Each request is assessed on its merits. Extensions will only be given for medical or other very serious reasons. A late assignment (without prior arrangement) will be penalised by a 10% mark reduction for each day that it is late.


    Assignment Guidelines including Referencing Details:

    The Postgraduate Programs: Communication Skills Guide from the following link is strongly suggested to be downloaded and gone through before the first assignment, which could assist you to structure your assignment.

    The link:
    https://business.adelaide.edu.au/documents/CSG_business_Web_final.pdf

    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 since 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 Guideline of the Harvard Reference, which is widely used in the Business Schools, can be found in The Postgraduate Programs: Communication Skills Guide, too.

    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.

    Return of Assignments: 

    The assignment will be marked and returned to students within two weeks of the due date with written feedback. Students are responsible for collecting their marked assignments from the lecturer.

    If assignments aren’t collected after two weeks, they will 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.

    Students with a final mark between 45% and 49% after the final exam will be eligible to view their exam paper or re-marking at an appropriate time arranged by the course coordinator. However, students with a final mark outside the range 45%-49% for this course are NOT eligible to view their exam paper or require re-marking. In the case of student’s view of the exam paper, only the primary exam paper can be viewed. No views or remarking will be arranged for the RAA exam paper.

    Final results for this course will be made available through .

  • 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.

  • Student Support
  • Policies & Guidelines
  • 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.

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