Course Detail
Course Description
| Course | Code | Semester | T+P (Hour) | Credit | ECTS |
|---|---|---|---|---|---|
| CAPITAL MARKETS and INVESTMENT ANALYSIS | BNK2132590 | Fall Semester | 2+0 | 2 | 4 |
| Course Program |
| Prerequisites Courses | |
| Recommended Elective Courses |
| Language of Course | Turkish |
| Course Level | Short Cycle (Associate's Degree) |
| Course Type | Required |
| Course Coordinator | Assist.Prof. Numan ÖZAKPINAR |
| Name of Lecturer(s) | Assist.Prof. Numan ÖZAKPINAR |
| Assistant(s) | |
| Aim | Students are aimed to have the necessary qualifications and background to be able to understand financial markets and financial techniques. |
| Course Content | This course contains; 1. Financial Structure and Market Analysis,2. Components of the Capital Markets and Financial Structure in the World,3. Analysis of Capital Markets and Money Markets,4. Regulatory Authorities and in the Capital Market sro,5. Capital Markets and Institutions in Turkey,6. Fundamentals of Financial Investment Analysis,7. Financial Investment Tools,8. Risk and Return on Investment Analysis,9. Macro and Micro Risk Analysis, Expected Return and Risk Concepts,10. Fundamentals of Technical Analysis,11. Fundamental Analysis and Evaluation Factors,12. Fixed Income Securities Analysis,13. Fundamentals of Futures Markets,14. Future of Financial Markets and Technologies. |
| Course Learning Outcomes | Teaching Methods | Assessment Methods |
| At the end of this course; | 9 | A |
| 1. Define the basic parameters for the financial markets. | 9 | |
| 1.1 makes transactions with financial concepts. | 9 | |
| 1.2 reviews from real-life cases with financial concepts. | 9 | |
| 2. Recognize the mechanisms of functioning of capital markets. | 9 | |
| 2.1 recognizes the regulatory authority of the capital market. | 9 | |
| 2.2 explains the operation of the logic of the market. | 9 | |
| 3. Recognize the financial investment tools. | 9 | |
| 3.1 Describe the function of investment vehicles. | 9 | |
| 3.2 makes the process with the risk and return parameters of the investment vehicle. | 9 | |
| 4. Recognize the basics of technical and fundamental analysis in financial markets. | 9 | |
| 4.1 makes basic analysis operations. | 9 | |
| 4.2 makes technical analysis operations. | 9 | |
| 5. Fixed income securities and futures markets recognize. | 9 | |
| 5.1 in fixed income securities recognize the concepts of risk and return. | 9 | |
| 5.2 recognizes the fundamentals of futures market transactions. | 9 |
| Teaching Methods: | 9: Lecture Method |
| Assessment Methods: | A: Traditional Written Exam |
Course Outline
| Order | Subjects | Preliminary Work |
|---|---|---|
| 1 | 1. Financial Structure and Market Analysis | |
| 2 | 2. Components of the Capital Markets and Financial Structure in the World | |
| 3 | 3. Analysis of Capital Markets and Money Markets | |
| 4 | 4. Regulatory Authorities and in the Capital Market sro | |
| 5 | 5. Capital Markets and Institutions in Turkey | |
| 6 | 6. Fundamentals of Financial Investment Analysis | |
| 7 | 7. Financial Investment Tools | |
| 8 | 8. Risk and Return on Investment Analysis | |
| 9 | 9. Macro and Micro Risk Analysis, Expected Return and Risk Concepts | |
| 10 | 10. Fundamentals of Technical Analysis | |
| 11 | 11. Fundamental Analysis and Evaluation Factors | |
| 12 | 12. Fixed Income Securities Analysis | |
| 13 | 13. Fundamentals of Futures Markets | |
| 14 | 14. Future of Financial Markets and Technologies |
| Resources |
| Assist.Prof.Dr. A.O. Serdar Çıtak; Finansal Yatırım Analizi. Nobel Press. |
Course Contribution to Program Qualifications
| Course Contribution to Program Qualifications | |||||||
| No | Program Qualification | Contribution Level | |||||
| 1 | 2 | 3 | 4 | 5 | |||
| 1 | Explains the concepts of banking and insurance, the relevant legislation, and recognizes the organizations that guide the sector. | X | |||||
| 2 | Performs basic-level activities in banking and insurance, communicates effectively, and utilizes digital tools. | X | |||||
| 3 | Possesses fundamental, up-to-date, and practical knowledge related to their profession. | X | |||||
| 4 | Gains knowledge about occupational health and safety, environmental awareness and quality processes. | ||||||
| 5 | Explains and issues policies for property, service, and life insurance. | X | |||||
| 6 | Students convey knowledge concerning financial markets and institutions. | X | |||||
| 7 | Students identify and define transaction types in the banking and insurance sector. | X | |||||
| 8 | Effectively utilizes information technologies (software, programs, animation, etc.) related to their profession. | X | |||||
| 9 | Students explain risk types to occur in the sector and hedging techniques. | X | |||||
| 10 | Follows current developments and practices in banking and insurance and uses them effectively. | ||||||
| 11 | Students apply the acquired knowledge regarding the field of banking and insurance to their studies. | X | |||||
| 12 | Has the ability to independently evaluate professional problems and issues with an analytical and critical approach and propose solutions. | ||||||
| 13 | Has awareness of career management and lifelong learning. | X | |||||
| 14 | Effectively presents their thoughts at the level of knowledge and skills through written and verbal communication and expresses them clearly. | X | |||||
| 15 | Uses a foreign language to follow information in their field and communicate with colleagues. | X | |||||
| 16 | Interprets fundamental data related to banking and insurance, identifies risks, defines problems, and proposes solutions. | X | |||||
| 17 | Possesses social, scientific, cultural, and ethical values in the collection, implementation, and dissemination of data related to their field. | X | |||||
| 18 | Takes responsibility as a team member to solve complex and unforeseen problems encountered in practices related to their field. | X | |||||
Assessment Methods
| Contribution Level | Absolute Evaluation | |
| Rate of Midterm Exam to Success | 40 | |
| Rate of Final Exam to Success | 60 | |
| Total | 100 | |
| ECTS / Workload Table | ||||||
| Activities | Number of | Duration(Hour) | Total Workload(Hour) | |||
| Course Hours | 14 | 3 | 42 | |||
| Guided Problem Solving | 14 | 1 | 14 | |||
| Resolution of Homework Problems and Submission as a Report | 0 | 0 | 0 | |||
| Term Project | 0 | 0 | 0 | |||
| Presentation of Project / Seminar | 0 | 0 | 0 | |||
| Quiz | 0 | 0 | 0 | |||
| Midterm Exam | 0 | 0 | 0 | |||
| General Exam | 0 | 0 | 0 | |||
| Performance Task, Maintenance Plan | 0 | 0 | 0 | |||
| Total Workload(Hour) | 56 | |||||
| Dersin AKTS Kredisi = Toplam İş Yükü (Saat)/30*=(56/30) | 2 | |||||
| ECTS of the course: 30 hours of work is counted as 1 ECTS credit. | ||||||
Detail Informations of the Course
Course Description
| Course | Code | Semester | T+P (Hour) | Credit | ECTS |
|---|---|---|---|---|---|
| CAPITAL MARKETS and INVESTMENT ANALYSIS | BNK2132590 | Fall Semester | 2+0 | 2 | 4 |
| Course Program |
| Prerequisites Courses | |
| Recommended Elective Courses |
| Language of Course | Turkish |
| Course Level | Short Cycle (Associate's Degree) |
| Course Type | Required |
| Course Coordinator | Assist.Prof. Numan ÖZAKPINAR |
| Name of Lecturer(s) | Assist.Prof. Numan ÖZAKPINAR |
| Assistant(s) | |
| Aim | Students are aimed to have the necessary qualifications and background to be able to understand financial markets and financial techniques. |
| Course Content | This course contains; 1. Financial Structure and Market Analysis,2. Components of the Capital Markets and Financial Structure in the World,3. Analysis of Capital Markets and Money Markets,4. Regulatory Authorities and in the Capital Market sro,5. Capital Markets and Institutions in Turkey,6. Fundamentals of Financial Investment Analysis,7. Financial Investment Tools,8. Risk and Return on Investment Analysis,9. Macro and Micro Risk Analysis, Expected Return and Risk Concepts,10. Fundamentals of Technical Analysis,11. Fundamental Analysis and Evaluation Factors,12. Fixed Income Securities Analysis,13. Fundamentals of Futures Markets,14. Future of Financial Markets and Technologies. |
| Course Learning Outcomes | Teaching Methods | Assessment Methods |
| At the end of this course; | 9 | A |
| 1. Define the basic parameters for the financial markets. | 9 | |
| 1.1 makes transactions with financial concepts. | 9 | |
| 1.2 reviews from real-life cases with financial concepts. | 9 | |
| 2. Recognize the mechanisms of functioning of capital markets. | 9 | |
| 2.1 recognizes the regulatory authority of the capital market. | 9 | |
| 2.2 explains the operation of the logic of the market. | 9 | |
| 3. Recognize the financial investment tools. | 9 | |
| 3.1 Describe the function of investment vehicles. | 9 | |
| 3.2 makes the process with the risk and return parameters of the investment vehicle. | 9 | |
| 4. Recognize the basics of technical and fundamental analysis in financial markets. | 9 | |
| 4.1 makes basic analysis operations. | 9 | |
| 4.2 makes technical analysis operations. | 9 | |
| 5. Fixed income securities and futures markets recognize. | 9 | |
| 5.1 in fixed income securities recognize the concepts of risk and return. | 9 | |
| 5.2 recognizes the fundamentals of futures market transactions. | 9 |
| Teaching Methods: | 9: Lecture Method |
| Assessment Methods: | A: Traditional Written Exam |
Course Outline
| Order | Subjects | Preliminary Work |
|---|---|---|
| 1 | 1. Financial Structure and Market Analysis | |
| 2 | 2. Components of the Capital Markets and Financial Structure in the World | |
| 3 | 3. Analysis of Capital Markets and Money Markets | |
| 4 | 4. Regulatory Authorities and in the Capital Market sro | |
| 5 | 5. Capital Markets and Institutions in Turkey | |
| 6 | 6. Fundamentals of Financial Investment Analysis | |
| 7 | 7. Financial Investment Tools | |
| 8 | 8. Risk and Return on Investment Analysis | |
| 9 | 9. Macro and Micro Risk Analysis, Expected Return and Risk Concepts | |
| 10 | 10. Fundamentals of Technical Analysis | |
| 11 | 11. Fundamental Analysis and Evaluation Factors | |
| 12 | 12. Fixed Income Securities Analysis | |
| 13 | 13. Fundamentals of Futures Markets | |
| 14 | 14. Future of Financial Markets and Technologies |
| Resources |
| Assist.Prof.Dr. A.O. Serdar Çıtak; Finansal Yatırım Analizi. Nobel Press. |
Course Contribution to Program Qualifications
| Course Contribution to Program Qualifications | |||||||
| No | Program Qualification | Contribution Level | |||||
| 1 | 2 | 3 | 4 | 5 | |||
| 1 | Explains the concepts of banking and insurance, the relevant legislation, and recognizes the organizations that guide the sector. | X | |||||
| 2 | Performs basic-level activities in banking and insurance, communicates effectively, and utilizes digital tools. | X | |||||
| 3 | Possesses fundamental, up-to-date, and practical knowledge related to their profession. | X | |||||
| 4 | Gains knowledge about occupational health and safety, environmental awareness and quality processes. | ||||||
| 5 | Explains and issues policies for property, service, and life insurance. | X | |||||
| 6 | Students convey knowledge concerning financial markets and institutions. | X | |||||
| 7 | Students identify and define transaction types in the banking and insurance sector. | X | |||||
| 8 | Effectively utilizes information technologies (software, programs, animation, etc.) related to their profession. | X | |||||
| 9 | Students explain risk types to occur in the sector and hedging techniques. | X | |||||
| 10 | Follows current developments and practices in banking and insurance and uses them effectively. | ||||||
| 11 | Students apply the acquired knowledge regarding the field of banking and insurance to their studies. | X | |||||
| 12 | Has the ability to independently evaluate professional problems and issues with an analytical and critical approach and propose solutions. | ||||||
| 13 | Has awareness of career management and lifelong learning. | X | |||||
| 14 | Effectively presents their thoughts at the level of knowledge and skills through written and verbal communication and expresses them clearly. | X | |||||
| 15 | Uses a foreign language to follow information in their field and communicate with colleagues. | X | |||||
| 16 | Interprets fundamental data related to banking and insurance, identifies risks, defines problems, and proposes solutions. | X | |||||
| 17 | Possesses social, scientific, cultural, and ethical values in the collection, implementation, and dissemination of data related to their field. | X | |||||
| 18 | Takes responsibility as a team member to solve complex and unforeseen problems encountered in practices related to their field. | X | |||||
Assessment Methods
| Contribution Level | Absolute Evaluation | |
| Rate of Midterm Exam to Success | 40 | |
| Rate of Final Exam to Success | 60 | |
| Total | 100 | |