GD, CFA Research Bundle
GD, CFA Research Bundle
GD, CFA Research Bundle
At least 75 points above stage 2, 45 points of above stage 2 from courses listed in Bachelor
of Commerce Schedule (5 Courses, stage 3 courses)
My Schedule
- 4 x stage 2
- 6 x stage 3
Just waiting on concessions with a maximum of 160 points, my total year of study is
conducted to have 150 points.
Semester 1 2022:
Semester 2 2022:
15 Points
Financial Management
Focuses on practical aspects of corporate finance. Topics covered include: concepts of value creation,
risk and required rates of return, financial maths, capital budgeting, capital structure and dividend
policies.
Prerequisite: ACCTG 102, and ECON 221 or STATS 108
FINANCE 261
15 Points
Introduction to Investments
Markets for shares, fixed income securities, options and futures. Methods of valuing shares, fixed income
securities, options, and futures. Simple techniques of hedging risk. Portfolio diversification. Portfolio
evaluation.
Prerequisite: FINANCE 251 or 180 points in a BSc major in Mathematics or Statistics with a GPA of at
least 5 and at least a B in MATHS 130, 150 or 153
FINANCE 351
15 Points
Advanced Financial Management
A rigorous study of advanced capital budgeting procedures, more difficult aspects associated with capital
structure and dividend decisions, mergers and acquisitions. Case study applications of financial
management are used. A continuation of the material introduced in FINANCE 251.
Prerequisite: FINANCE 251
FINANCE 361
15 Points
Modern Investment Theory and Management
Portfolio theory and equilibrium asset pricing models and empirical tests. Portfolio management
(forecasting, construction, administration and evaluation) including issues relating to fixed interest and
international equity investment. A continuation of the material introduced in FINANCE 261.
Prerequisite: FINANCE 261 and MATHS 208 or 250
FINANCE 362
15 Points
Risk Management
Examines theoretical and practical aspects of risk management with an emphasis on the effective use of
futures, options and other financial derivatives to control market risk exposure. Reviews no-arbitrage
methods used to value financial futures and options, including the Black-Scholes model and binomial
tree numerical methods.
Prerequisite: FINANCE 261 and MATHS 208 or 250
FINANCE 383
15 Points
CA Requirements UoA:
https://www.charteredaccountantsanz.com/become-a-member/entry-requirements/
chartered-accountant/recognised-qualifications
The pdf is listed there ^ under Accredited Tertiary courses 2021
UoA Accounting Courses
https://www.auckland.ac.nz/en/business/about-business-school/accounting-finance/study-
options/undergraduate-accounting.html
MAKE SURE TO CHECK WHETHER THEY ARE OFFERED NEXT YEAR IN CLASS
CATALOGUE