Faculty of Business and Economics

print version

This unit entry is for students who completed this unit in 2016 only. For students planning to study the unit, please refer to the unit indexes in the the current edition of the Handbook. If you have any queries contact the managing faculty for your course or area of study.

Monash University

6 points, SCA Band 3, 0.125 EFTSL

Undergraduate - Unit

Refer to the specific census and withdrawal dates for the semester(s) in which this unit is offered.


Business and Economics

Organisational Unit

Department of Banking and Finance



  • First semester 2016 (Day)
  • Second semester 2016 (Day)


Topics include asset classes and returns, the Australian managed funds industry, superannuation, portfolio theory, asset pricing models and market efficiency, behavioural finance, security valuation techniques, portfolio performance evaluations and the CFA Institute code of ethics and standards of professional conduct.


The learning goals associated with this unit are to:

  1. analyse and select investments from various asset classes with particular emphasis on equities
  2. examine the nature of different asset classes, the ways in which professional managers incorporate and manage asset classes into balanced or specialist funds
  3. describe skills and techniques used by professionals who are involved in investments, funds management, financial planning, superannuation, and wealth creation
  4. understand the importance of professional investment in wealth creation
  5. understand the importance of ethical practices by investment professionals and the CFA Institute code of ethics and standards of professional conduct
  6. apply critical thinking, problem solving and presentation skills to individual and/or group activities dealing with equities and investment analysis and demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the topics covered by BFC2240.


Within semester assessment: 20%
Examination: 80%

Workload requirements

Minimum total expected workload to achieve the learning outcomes for this unit is 144 hours per semester typically comprising a mixture of scheduled learning activities and independent study. Independent study may include associated readings, assessment and preparation for scheduled activities. The unit requires on average three/four hours of scheduled activities per week. Scheduled activities may include a combination of teacher directed learning, peer directed learning and online engagement.

See also Unit timetable information

Chief examiner(s)

Dr Viet Nga Cao (First semester)
Dr Manapon Limkriangkrai (Second semester)


Students must have passed one of the following: AFC2140, BFC2140, AFC1100 (pre 2009) and AFC2100 (pre 2009) before undertaking this unit.