Bachelor of Commerce Honours in Investment Management
Business, Commerce and Management Studies - Finance Economics and Accounting
Purpose and Rationale
Qualification Purpose:
The qualification is designed to provide learners with a broad-based curriculum to prepare them for various investment-related specialities. The curriculum has been revamped to meet international industry standards and focuses on Investment Management in South Africa and globally. The program aims to equip learners with the necessary knowledge and skills to excel in the field by incorporating industry-relevant concepts from the Chartered Financial Analyst (CFA) Institute. The primary goal is to prepare learners for postgraduate research and enhance their understanding of investment practices.
Qualification Rationale:
This qualification aims to equip qualifying learners with both intellectual competencies and practical skills in analyzing, interpreting, and applying basic and advanced investment principles across different financial markets. Learners will be able to critically evaluate their investment decisions and applications within the comprehensive context of investment management. Upon successful completion, learners will develop a global investment perspective and a deep understanding of the global marketplace, giving them a competitive edge in the job market.
Outcomes
- Identify and analyse short- and long-term factors that influence the objectives and constraints for both individual and institutional investors, in line with the client's capital market familiarity, life cycle and expectations.
- Analyse economic, political and social data and integrate the information into investment selection by incorporating short- and intermediate-term expected conditions in the investment management process.
- Analyse and value financial instruments traded in the equity, bond, money, foreign exchange, property, derivatives markets and collective investments, by applying quantitative and qualitative techniques, and manage financial exposure by applying appropriate strategies.
- Construct a portfolio in line with the investors objectives and constraints by integrating current and projected market conditions, asset valuation techniques and existing portfolio management theories, incorporating appropriate asset allocation and security selection strategies### determine and monitor portfolio performance by applying appropriate quantitative techniques and re-align portfolio composition with changes in investor objectives and constraints and/or changes in market conditions.
- Conduct empirical research in the broader field of Investment Management.
Assessment Criteria
Associated Assessment Criteria:
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Problem-solving in Investment Management:
- Identify and solve problems correctly by applying relevant theoretical principles.
- Reflect on the application made according to standards.
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Research in Investment Management:
- Plan and execute research according to standards.
- Gather, analyze, synthesize, and interpret information on investment management issues correctly.
- Utilize relevant theoretical research principles.
- Reflect on the research undertaken.
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Communication:
- Communicate effectively orally and in writing with different role players in the field of investment management.
- Apply theoretical principles of communication.
- Reflect on the application made.
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Theoretical and Practical Macro-Vision:
- Develop an accountable theoretical and practical macro-vision of investment management nationally and globally according to standards.
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Resource Management:
- Organize and coordinate resources and opportunities effectively and responsibly by applying relevant theoretical aspects.
- Reflect on the application made.
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Accountability:
- Demonstrate acceptable responsibility for own activities in the field of investment management according to standards.
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Social Sensitivity and Teamwork:
- Practice acceptable social sensitivity in relationships and work effectively in a team.
- Implement relevant theory.
- Reflect on the implementation made.
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Technology Utilization:
- Utilize appropriate technology effectively in the investment management environment according to standards.
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Learning Strategies:
- Explore different learning strategies to acquire capabilities of an investment manager according to standards.
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Responsible Citizenship:
- Promote responsible citizenship through approach or attitude towards the holistic application of management capabilities in investment according to standards.
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Social, Cultural, and Aesthetic Sensitivity:
- Practice social, cultural, and aesthetic sensitivity towards people of different investment communities and role players in the investment industry.
- Apply appropriate theoretical principles.
- Reflect on the application made.
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Employment Seeking Skills:
- Demonstrate acceptable employment seeking skills for entry into different sectors of the investment industry.
- Apply theoretical principles of employment seeking skills.
- Reflect on the application made.
Integrated Assessment:
- Alignment: All teaching, learning, and assessment activities are linked to module and qualification outcomes.
- Assessment Methods: Include varied methods such as investigative projects, problem solutions, group and individual assignments, case studies, report writing, etc.
- Purpose: Assessment not only determines outcomes but also generates data for grading and provides feedback for curriculum improvement.
- Authentic Assessment: Facilitates applied competence and authentic learning.
- Assessment Variety: Includes summative and formative assessments.
- Feedback: Provided to enhance learning.
- Assessment Tools: Semester tests, final examinations, oral presentations, etc. are utilized.
Qualification Details
- Type
- Honours Degree
- NQF Level
- 08
- Min. Credits
- 120
- SAQA Source
- More Information
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This page includes information from the South African Qualifications Authority (SAQA) . Builtneat Pty Ltd trading as Study Start, has modified all or some of this information. SAQA has not approved, endorsed, or tested these modifications.