Zachodniopomorski Uniwersytet Technologiczny w Szczecinie

Wydział Ekonomiczny - Economics 28.09.2023 transfer (S1)
specjalność: Property Valuation and Real Estate Transactions

Sylabus przedmiotu Investment decisions:

Informacje podstawowe

Kierunek studiów Economics 28.09.2023 transfer
Forma studiów studia stacjonarne Poziom pierwszego stopnia
Tytuł zawodowy absolwenta licencjat
Obszary studiów charakterystyki PRK
Profil ogólnoakademicki
Moduł
Przedmiot Investment decisions
Specjalność przedmiot wspólny
Jednostka prowadząca Katedra Analizy Systemowej i Marketingu
Nauczyciel odpowiedzialny Piotr Nowaczyk <Piotr.Nowaczyk@zut.edu.pl>
Inni nauczyciele
ECTS (planowane) 2,0 ECTS (formy) 2,0
Forma zaliczenia zaliczenie Język polski
Blok obieralny 4 Grupa obieralna 3

Formy dydaktyczne

Forma dydaktycznaKODSemestrGodzinyECTSWagaZaliczenie
ćwiczenia audytoryjneA6 25 2,01,00zaliczenie

Wymagania wstępne

KODWymaganie wstępne
W-1General economy knowledge

Cele przedmiotu

KODCel modułu/przedmiotu
C-1Knowledge about basic definitions of analysis of costs and benefits
C-2Knowledge about basic methods of making decisions in investment domain
C-3Knowledge about basic methods of risks in economic decisions
C-4Skills acquisition to do reasonable choices in investment process
C-5Motivating to think and action in reasonable and enterprising way

Treści programowe z podziałem na formy zajęć

KODTreść programowaGodziny
ćwiczenia audytoryjne
T-A-1Introduction to cost-benefit analysis (CBA)1
T-A-2Time preference - value of money as a function of time2
T-A-3Rate, formula and moment of update2
T-A-4Choices criteria of investment projects2
T-A-5Criterion NPV and IRR criterion2
T-A-6Relative internal rate of return (RIRR)1
T-A-7Modified internal rate of return (MIRR)2
T-A-8Uncertainty and risk in investment decisions3
T-A-9CAMP pattern2
T-A-10APM pattern1
T-A-11Sensibility analysis2
T-A-12Scripts analysis1
T-A-13Decision trees2
T-A-14Capital cost analysis (WACC)2
25

Obciążenie pracą studenta - formy aktywności

KODForma aktywnościGodziny
ćwiczenia audytoryjne
A-A-1Participations in lessons25
A-A-2Preparation for studies - literature analysis14
A-A-3Preparation to credit a course11
50

Metody nauczania / narzędzia dydaktyczne

KODMetoda nauczania / narzędzie dydaktyczne
M-1Passing methods - informative activities
M-2Problem methods - seminar and computing activities

Sposoby oceny

KODSposób oceny
S-1Ocena formująca: Participations in lessons
S-2Ocena formująca: Assessment of written work
S-3Ocena podsumowująca: Participations in lessons and Assessment of written work

Zamierzone efekty kształcenia - wiedza

Zamierzone efekty kształceniaOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
Ec_1A_O18_W01
Knows elementary idea in domain of costs and benefits analyse
Ec_1A_W12C-1T-A-1, T-A-2M-1S-3
Ec_1A_O18_W02
Knows elementary methods in making investments decisions
Ec_1A_W07C-2T-A-4, T-A-5, T-A-6, T-A-7M-1S-3
Ec_1A_O18_W03
Knows ways of risk in economy decision
Ec_1A_W07C-3T-A-8, T-A-9, T-A-10, T-A-11, T-A-12M-1S-3

Zamierzone efekty kształcenia - umiejętności

Zamierzone efekty kształceniaOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
Ec_1A_O18_U01
Ability of making reasonable choice in investment process
Ec_1A_U09, Ec_1A_U02C-4T-A-4, T-A-6, T-A-7, T-A-8M-1S-1, S-2

Zamierzone efekty kształcenia - inne kompetencje społeczne i personalne

Zamierzone efekty kształceniaOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
Ec_1A_O18_K01
A graduate is prepared to think and act in reasonable and enterprising way
Ec_1A_K04C-5T-A-2, T-A-4, T-A-8M-1S-1

Kryterium oceny - wiedza

Efekt kształceniaOcenaKryterium oceny
Ec_1A_O18_W01
Knows elementary idea in domain of costs and benefits analyse
2,0Doesn’t have elementary knowledge in domain of investment efficiency account
3,0Has got elementary knowledge in domain of investment efficiency account
3,5Has got elementary knowledge in domain of investment efficiency account and a part of knowledge about founding controversies in subject literature
4,0Has got intensified knowledge about methods of making investment decisions
4,5Has got intensified knowledge about methods of making investment decisions and possible contradiction in choices on the ground of different criteria
5,0Has got extensive knowledge about methods making investment decision in uncertainty and risk conditions
Ec_1A_O18_W02
Knows elementary methods in making investments decisions
2,0Doesn’t have elementary knowledge in domain of investment efficiency account
3,0Has got elementary knowledge in domain of investment efficiency account
3,5Has got elementary knowledge in domain of investment efficiency account and a part of knowledge about founding controversies in subject literature
4,0Has got intensified knowledge about methods of making investment decisions
4,5Has got intensified knowledge about methods of making investment decisions and possible contradiction in choices on the ground of different criteria
5,0Has got extensive knowledge about methods making investment decision in uncertainty and risk conditions
Ec_1A_O18_W03
Knows ways of risk in economy decision
2,0Doesn’t have elementary knowledge in domain of investment efficiency account
3,0Has got elementary knowledge in domain of investment efficiency account
3,5Has got elementary knowledge in domain of investment efficiency account and a part of knowledge about founding controversies in subject literature
4,0Has got intensified knowledge about methods of making investment decisions
4,5Has got intensified knowledge about methods of making investment decisions and possible contradiction in choices on the ground of different criteria
5,0Has got extensive knowledge about methods making investment decision in uncertainty and risk conditions

Kryterium oceny - umiejętności

Efekt kształceniaOcenaKryterium oceny
Ec_1A_O18_U01
Ability of making reasonable choice in investment process
2,0Cannot choose reasonable solution in simple decision-making situation
3,0Can choose reasonable solution in simple decision-making situation
3,5Can choose reasonable investment projects in strict limited budget conditions
4,0Can choose reasonable investment projects using all basic criteria assuming custom distribution of net cash flows
4,5Can choose reasonable investment projects in uncertainly and risk conditions
5,0Can make reasonable choice in complicated or untypical decision-making situation

Kryterium oceny - inne kompetencje społeczne i personalne

Efekt kształceniaOcenaKryterium oceny
Ec_1A_O18_K01
A graduate is prepared to think and act in reasonable and enterprising way
2,0Cannot correctly formulate choice of problem
3,0Correctly formulates choice of problem in different decision-making situation
3,5Rationalizes investment choice through initial elimination ineffective solution
4,0Takes into consideration in decision-making process near and market environment
4,5Takes into consideration in decision-making process existing external effects
5,0Can see a need to analyze possibly full alternative collection projects and all existing limits

Literatura podstawowa

  1. H.B. Mayo, Investments: An Introduction, South Western Educational Publishing, South-Western, 2014
  2. E.F. Brigham, J.F. Houston, Fundamentals of Financial Management, Thomson Higher Education, South-Western, 2007

Literatura dodatkowa

  1. P.L. Bernestein, A. Damodaran, Zarządzanie inwestycjami, LIBER, Warszawa, 1999
  2. H.B. Mayo, Wstęp do inwestowania, LIBER, Warszawa, 2000
  3. C. Sułkowski, Decyzje inwestycyjne w zarządzaniu finansami firm, WN US, Szczecin, 1996

Treści programowe - ćwiczenia audytoryjne

KODTreść programowaGodziny
T-A-1Introduction to cost-benefit analysis (CBA)1
T-A-2Time preference - value of money as a function of time2
T-A-3Rate, formula and moment of update2
T-A-4Choices criteria of investment projects2
T-A-5Criterion NPV and IRR criterion2
T-A-6Relative internal rate of return (RIRR)1
T-A-7Modified internal rate of return (MIRR)2
T-A-8Uncertainty and risk in investment decisions3
T-A-9CAMP pattern2
T-A-10APM pattern1
T-A-11Sensibility analysis2
T-A-12Scripts analysis1
T-A-13Decision trees2
T-A-14Capital cost analysis (WACC)2
25

Formy aktywności - ćwiczenia audytoryjne

KODForma aktywnościGodziny
A-A-1Participations in lessons25
A-A-2Preparation for studies - literature analysis14
A-A-3Preparation to credit a course11
50
(*) 1 punkt ECTS, odpowiada około 30 godzinom aktywności studenta
PoleKODZnaczenie kodu
Zamierzone efekty kształceniaEc_1A_O18_W01Knows elementary idea in domain of costs and benefits analyse
Odniesienie do efektów kształcenia dla kierunku studiówEc_1A_W12He / she knows and understands at an advanced level the methods of economic and financial analysis and planning
Cel przedmiotuC-1Knowledge about basic definitions of analysis of costs and benefits
Treści programoweT-A-1Introduction to cost-benefit analysis (CBA)
T-A-2Time preference - value of money as a function of time
Metody nauczaniaM-1Passing methods - informative activities
Sposób ocenyS-3Ocena podsumowująca: Participations in lessons and Assessment of written work
Kryteria ocenyOcenaKryterium oceny
2,0Doesn’t have elementary knowledge in domain of investment efficiency account
3,0Has got elementary knowledge in domain of investment efficiency account
3,5Has got elementary knowledge in domain of investment efficiency account and a part of knowledge about founding controversies in subject literature
4,0Has got intensified knowledge about methods of making investment decisions
4,5Has got intensified knowledge about methods of making investment decisions and possible contradiction in choices on the ground of different criteria
5,0Has got extensive knowledge about methods making investment decision in uncertainty and risk conditions
PoleKODZnaczenie kodu
Zamierzone efekty kształceniaEc_1A_O18_W02Knows elementary methods in making investments decisions
Odniesienie do efektów kształcenia dla kierunku studiówEc_1A_W07He / she knows and understands at an advanced level the issues in the field of quantitative methods (including mathematics, statistics, econometrics and decision-making theory) and examples of their applications in economic practice
Cel przedmiotuC-2Knowledge about basic methods of making decisions in investment domain
Treści programoweT-A-4Choices criteria of investment projects
T-A-5Criterion NPV and IRR criterion
T-A-6Relative internal rate of return (RIRR)
T-A-7Modified internal rate of return (MIRR)
Metody nauczaniaM-1Passing methods - informative activities
Sposób ocenyS-3Ocena podsumowująca: Participations in lessons and Assessment of written work
Kryteria ocenyOcenaKryterium oceny
2,0Doesn’t have elementary knowledge in domain of investment efficiency account
3,0Has got elementary knowledge in domain of investment efficiency account
3,5Has got elementary knowledge in domain of investment efficiency account and a part of knowledge about founding controversies in subject literature
4,0Has got intensified knowledge about methods of making investment decisions
4,5Has got intensified knowledge about methods of making investment decisions and possible contradiction in choices on the ground of different criteria
5,0Has got extensive knowledge about methods making investment decision in uncertainty and risk conditions
PoleKODZnaczenie kodu
Zamierzone efekty kształceniaEc_1A_O18_W03Knows ways of risk in economy decision
Odniesienie do efektów kształcenia dla kierunku studiówEc_1A_W07He / she knows and understands at an advanced level the issues in the field of quantitative methods (including mathematics, statistics, econometrics and decision-making theory) and examples of their applications in economic practice
Cel przedmiotuC-3Knowledge about basic methods of risks in economic decisions
Treści programoweT-A-8Uncertainty and risk in investment decisions
T-A-9CAMP pattern
T-A-10APM pattern
T-A-11Sensibility analysis
T-A-12Scripts analysis
Metody nauczaniaM-1Passing methods - informative activities
Sposób ocenyS-3Ocena podsumowująca: Participations in lessons and Assessment of written work
Kryteria ocenyOcenaKryterium oceny
2,0Doesn’t have elementary knowledge in domain of investment efficiency account
3,0Has got elementary knowledge in domain of investment efficiency account
3,5Has got elementary knowledge in domain of investment efficiency account and a part of knowledge about founding controversies in subject literature
4,0Has got intensified knowledge about methods of making investment decisions
4,5Has got intensified knowledge about methods of making investment decisions and possible contradiction in choices on the ground of different criteria
5,0Has got extensive knowledge about methods making investment decision in uncertainty and risk conditions
PoleKODZnaczenie kodu
Zamierzone efekty kształceniaEc_1A_O18_U01Ability of making reasonable choice in investment process
Odniesienie do efektów kształcenia dla kierunku studiówEc_1A_U09He / she can forecast social processes and phenomena with the use of standard research methods
Ec_1A_U02He / she can apply the possessed theoretical knowledge, properly selecting data, methods and tools, to formulate and solve unusual and complex problems related to socio-economic processes and phenomena, and to solve tasks in conditions that are not fully predictable
Cel przedmiotuC-4Skills acquisition to do reasonable choices in investment process
Treści programoweT-A-4Choices criteria of investment projects
T-A-6Relative internal rate of return (RIRR)
T-A-7Modified internal rate of return (MIRR)
T-A-8Uncertainty and risk in investment decisions
Metody nauczaniaM-1Passing methods - informative activities
Sposób ocenyS-1Ocena formująca: Participations in lessons
S-2Ocena formująca: Assessment of written work
Kryteria ocenyOcenaKryterium oceny
2,0Cannot choose reasonable solution in simple decision-making situation
3,0Can choose reasonable solution in simple decision-making situation
3,5Can choose reasonable investment projects in strict limited budget conditions
4,0Can choose reasonable investment projects using all basic criteria assuming custom distribution of net cash flows
4,5Can choose reasonable investment projects in uncertainly and risk conditions
5,0Can make reasonable choice in complicated or untypical decision-making situation
PoleKODZnaczenie kodu
Zamierzone efekty kształceniaEc_1A_O18_K01A graduate is prepared to think and act in reasonable and enterprising way
Odniesienie do efektów kształcenia dla kierunku studiówEc_1A_K04He / she is willing to think and act in an entrepreneurial manner
Cel przedmiotuC-5Motivating to think and action in reasonable and enterprising way
Treści programoweT-A-2Time preference - value of money as a function of time
T-A-4Choices criteria of investment projects
T-A-8Uncertainty and risk in investment decisions
Metody nauczaniaM-1Passing methods - informative activities
Sposób ocenyS-1Ocena formująca: Participations in lessons
Kryteria ocenyOcenaKryterium oceny
2,0Cannot correctly formulate choice of problem
3,0Correctly formulates choice of problem in different decision-making situation
3,5Rationalizes investment choice through initial elimination ineffective solution
4,0Takes into consideration in decision-making process near and market environment
4,5Takes into consideration in decision-making process existing external effects
5,0Can see a need to analyze possibly full alternative collection projects and all existing limits