EFB360 Finance Capstone
To view more information for this unit, select Unit Outline from the list below. Please note the teaching period for which the Unit Outline is relevant.
| Unit code: | EFB360 |
|---|---|
| Prerequisite(s): | 192 credit points of completed study including EFB335 and (EFB343 or EFB307) |
| Equivalent(s): | EFX360 |
| Credit points: | 12 |
| Timetable | Details in HiQ, if available |
| Availabilities |
|
| CSP student contribution | $2,124 |
| Pre-2021 CSP student contribution | $1,663 The pre-2021 commonwealth supported place (CSP) contribution amount only applies to students enrolled in a course prior to 2021. To learn more, visit our Understanding your fees page. |
| Domestic tuition unit fee | $3,204 |
| International unit fee | $4,512 |
Unit Outline: Semester 1 2025, Gardens Point, Internal
| Unit code: | EFB360 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 192 credit points of completed study including EFB335 and (EFB343 or EFB307) |
| Equivalent: | EFX360 |
| Coordinator: | Janice How | janice.how@qut.edu.au |
Overview
Finance Capstone is the final unit in the finance study area and focuses on integrating the knowledge and skills gained throughout students’ prior finance studies for application to complex, real world problems. Students focus on identifying, exploring and finding optimal solutions to problems encountered in competitive financial environments and contexts while refining effective decision-making skills. Additionally, this unit seeks to develop students' oral communication, written communication and teamwork skills. The insights and experiences gained in this unit help to prepare students for further learning and professional practice and, through its applied setting and focus on contemporary finance issues, the unit acts as a bridge between university studies and employment in the financial services industry.
Learning Outcomes
On successful completion of this unit you will be able to:
- Apply knowledge, research and critical thinking skills to identify, analyse and address diverse, real-world financial problems and issues. [HO 2.1, 2.2]
- Demonstrate information literacy, written communication and oral communication skills to effectively structure, present, explain and use strategic and complex financial data, information, theories and ideas. [PC 3.1, 3.2]
- Apply teamwork knowledge and skills and reflective practices in collaborating with others to apply financial knowledge and financial reasoning skills. [TS 4.1, 4.2]
- Explore financial decisions and actions from an ethical perspective and apply knowledge of socially responsible actions in contemporary financial contexts. [SE 5.1, 5.2]
Content
This unit has two broad themes. The first theme focuses on financial problem solving and decision making from a corporate financial officer's perspective. It deals with typical financial problems faced by firms, which may include forecasting, funding of new projects, acquisitions, capital structure and payout decisions, and agency problems. This theme emphasises how the role of a thoughtful and skilled financial decision-maker can improve shareholder value. The second theme deals with decision making of an investment manager and explores issues which may include market efficiency, risks and prospects of an industry, portfolio strategy and risk mitigation. It emphasises how managing these matters can enhance value.
QUT Business Capabilities (Undergraduate)
The content and assessment in this unit are aligned to a selection of the following set of QUT Business Capabilities, also known as Assurance of Learning Goals (AoLs). Developing these capabilities will assist you to meet the desired graduate outcomes set at QUT and equip you with the knowledge and skills to succeed in your chosen career.
Knowledge and Technological Skills (KS)
1.1 Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
1.2 Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Higher Order Thinking (HO)
2.1 Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
2.2 Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Professional Communication (PC)
3.1 Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
3.2 Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Teamwork and Self (TS)
4.1 Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
4.2 Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Social, Ethical and Global Understanding (SE)
5.1 Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
5.2 Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Learning Approaches
This is a highly interactive unit designed to combine theory with interactive debate and case studies to solve real-world finance problems and issues. Lectures and tutorials are used to develop students' knowledge and skills with case study classes, teamwork, and student presentations the primary means by which students discuss, debate and apply the concepts, theories and practices of finance in light of real world challenges. Students are encouraged to learn from each other through teamwork and discussion, as well as from the formal classroom sessions. All resources for this unit are provided on the unit's Canvas site.
Feedback on Learning and Assessment
Students will receive feedback in various forms throughout the semester which may include:
- Informal: worked examples, such as verbal feedback in class, personal consultation
- Formal: in writing, such as checklists (e.g. criteria sheets), written commentary
- Direct: to individual students, either in written form or in consultation
- Indirect: to the whole class
Assessment
Overview
The assessment in this unit aims to support your achievement of the unit learning outcomes and course assurance of learning goals. The assessment has been designed in order to allow you to:
- receive feedback on your learning as you progress toward the development of knowledge, understanding, skills and attitudes (formative assessment);
- demonstrate your learning in order to achieve a final grade (summative assessment).
Students may be required to attend campus or an assessment centre for the purposes of assessment, regardless of the attendance mode for the unit.
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Technical Report
Students will work in a team to prepare an authentic Case Study report critically analysing real-world problems in Corporate Finance. In their report, students are expected to combine elements of problem solving and independent judgement to make a series of recommendations to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2), SE (5.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Reflective Piece
Students are required to produce a written reflection where they deliberate upon the higher-order thinking skills and strengths they have developed.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): PC (3.1), TS (4.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Oral Pitch
Students will work in a team to present an authentic Investment proposition. In their pitch, students are expected to combine elements of problem solving and independent judgement to make an investment proposal to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.2), TS (4.2), SE(5.2)
Academic Integrity
Academic integrity is a commitment to undertaking academic work and assessment in a manner that is ethical, fair, honest, respectful and accountable.
The Academic Integrity Policy sets out the range of conduct that can be a failure to maintain the standards of academic integrity. This includes, cheating in exams, plagiarism, self-plagiarism, collusion and contract cheating. It also includes providing fraudulent or altered documentation in support of an academic concession application, for example an assignment extension or a deferred exam.
You are encouraged to make use of QUT’s learning support services, resources and tools to assure the academic integrity of your assessment. This includes the use of text matching software that may be available to assist with self-assessing your academic integrity as part of the assessment submission process.
Breaching QUT’s Academic Integrity Policy or engaging in conduct that may defeat or compromise the purpose of assessment can lead to a finding of student misconduct (Code of Conduct – Student) and result in the imposition of penalties under the Management of Student Misconduct Policy, ranging from a grade reduction to exclusion from QUT.
Resources
Resource Materials
Other
All lecture notes, case studies and readings provided during the semester will be available online through the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with lectures or tutorials in this unit. You should, however, familiarise yourself with evacuation procedures operating in the buildings in which you attend classes and take the time to
view the Emergency video.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Undergraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Technical Report, Oral Pitch
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO1, Technical Report, Oral Pitch
PC (3.1): Professional Communication (Written)
Relates to: ULO2, Technical Report, Reflective Piece
PC (3.2): Professional Communication (Oral)
Relates to: ULO2, Oral Pitch
SE (5.1): Ethical and Legal Understanding
Relates to: ULO4, Technical Report
SE (5.2): Global Social Responsibility
Relates to: ULO4, Oral Pitch
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Reflective Piece
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Technical Report, Oral Pitch
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS05 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS06 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS08 Bachelor of Business - International
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
Unit Outline: Semester 1 2025, Online
| Unit code: | EFB360 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 192 credit points of completed study including EFB335 and (EFB343 or EFB307) |
| Equivalent: | EFX360 |
Overview
Finance Capstone is the final unit in the finance study area and focuses on integrating the knowledge and skills gained throughout students’ prior finance studies for application to complex, real world problems. Students focus on identifying, exploring and finding optimal solutions to problems encountered in competitive financial environments and contexts while refining effective decision-making skills. Additionally, this unit seeks to develop students' oral communication, written communication and teamwork skills. The insights and experiences gained in this unit help to prepare students for further learning and professional practice and, through its applied setting and focus on contemporary finance issues, the unit acts as a bridge between university studies and employment in the financial services industry.
Learning Outcomes
On successful completion of this unit you will be able to:
- Apply knowledge, research and critical thinking skills to identify, analyse and address diverse, real-world financial problems and issues. [HO 2.1, 2.2]
- Demonstrate information literacy, written communication and oral communication skills to effectively structure, present, explain and use strategic and complex financial data, information, theories and ideas. [PC 3.1, 3.2]
- Apply teamwork knowledge and skills and reflective practices in collaborating with others to apply financial knowledge and financial reasoning skills. [TS 4.1, 4.2]
- Explore financial decisions and actions from an ethical perspective and apply knowledge of socially responsible actions in contemporary financial contexts. [SE 5.1, 5.2]
Content
This unit has two broad themes. The first theme focuses on financial problem solving and decision making from a corporate financial officer's perspective. It deals with typical financial problems faced by firms, which may include forecasting, funding of new projects, acquisitions, capital structure and payout decisions, and agency problems. This theme emphasises how the role of a thoughtful and skilled financial decision-maker can improve shareholder value. The second theme deals with decision making of an investment manager and explores issues which may include market efficiency, risks and prospects of an industry, portfolio strategy and risk mitigation. It emphasises how managing these matters can enhance value.
QUT Business Capabilities (Undergraduate)
The content and assessment in this unit are aligned to a selection of the following set of QUT Business Capabilities, also known as Assurance of Learning Goals (AoLs). Developing these capabilities will assist you to meet the desired graduate outcomes set at QUT and equip you with the knowledge and skills to succeed in your chosen career.
Knowledge and Technological Skills (KS)
1.1 Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
1.2 Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Higher Order Thinking (HO)
2.1 Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
2.2 Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Professional Communication (PC)
3.1 Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
3.2 Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Teamwork and Self (TS)
4.1 Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
4.2 Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Social, Ethical and Global Understanding (SE)
5.1 Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
5.2 Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Learning Approaches
This is a highly interactive unit designed to combine theory with interactive debate and case studies to solve real-world finance problems and issues. Lectures and tutorials are used to develop students' knowledge and skills with case study classes, teamwork, and student presentations the primary means by which students discuss, debate and apply the concepts, theories and practices of finance in light of real world challenges. Students are encouraged to learn from each other through teamwork and discussion, as well as from the formal classroom sessions. All resources for this unit are provided on the unit's Canvas site.
Feedback on Learning and Assessment
Students will receive feedback in various forms throughout the semester which may include:
- Informal: worked examples, such as verbal feedback in class, personal consultation
- Formal: in writing, such as checklists (e.g. criteria sheets), written commentary
- Direct: to individual students, either in written form or in consultation
- Indirect: to the whole class
Assessment
Overview
The assessment in this unit aims to support your achievement of the unit learning outcomes and course assurance of learning goals. The assessment has been designed in order to allow you to:
- receive feedback on your learning as you progress toward the development of knowledge, understanding, skills and attitudes (formative assessment);
- demonstrate your learning in order to achieve a final grade (summative assessment).
Students may be required to attend campus or an assessment centre for the purposes of assessment, regardless of the attendance mode for the unit.
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Technical Report
Students will work in a team to prepare an authentic Case Study report critically analysing real-world problems in Corporate Finance. In their report, students are expected to combine elements of problem solving and independent judgement to make a series of recommendations to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2), SE (5.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Reflective Piece
Students are required to produce a written reflection where they deliberate upon the higher-order thinking skills and strengths they have developed.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): PC (3.1), TS (4.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Oral Pitch
Students will work in a team to present an authentic Investment proposition. In their pitch, students are expected to combine elements of problem solving and independent judgement to make an investment proposal to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.2), TS (4.2), SE(5.2)
Academic Integrity
Academic integrity is a commitment to undertaking academic work and assessment in a manner that is ethical, fair, honest, respectful and accountable.
The Academic Integrity Policy sets out the range of conduct that can be a failure to maintain the standards of academic integrity. This includes, cheating in exams, plagiarism, self-plagiarism, collusion and contract cheating. It also includes providing fraudulent or altered documentation in support of an academic concession application, for example an assignment extension or a deferred exam.
You are encouraged to make use of QUT’s learning support services, resources and tools to assure the academic integrity of your assessment. This includes the use of text matching software that may be available to assist with self-assessing your academic integrity as part of the assessment submission process.
Breaching QUT’s Academic Integrity Policy or engaging in conduct that may defeat or compromise the purpose of assessment can lead to a finding of student misconduct (Code of Conduct – Student) and result in the imposition of penalties under the Management of Student Misconduct Policy, ranging from a grade reduction to exclusion from QUT.
Resources
Resource Materials
Other
All lecture notes, case studies and readings provided during the semester will be available online through the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with lectures or tutorials in this unit. You should, however, familiarise yourself with evacuation procedures operating in the buildings in which you attend classes and take the time to
view the Emergency video.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Undergraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Technical Report, Oral Pitch
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO1, Technical Report, Oral Pitch
PC (3.1): Professional Communication (Written)
Relates to: ULO2, Technical Report, Reflective Piece
PC (3.2): Professional Communication (Oral)
Relates to: ULO2, Oral Pitch
SE (5.1): Ethical and Legal Understanding
Relates to: ULO4, Technical Report
SE (5.2): Global Social Responsibility
Relates to: ULO4, Oral Pitch
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Reflective Piece
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Technical Report, Oral Pitch
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS05 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS06 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS08 Bachelor of Business - International
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
Unit Outline: Semester 2 2025, Gardens Point, Internal
| Unit code: | EFB360 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 192 credit points of completed study including EFB335 and (EFB343 or EFB307) |
| Equivalent: | EFX360 |
| Coordinator: | Janice How | janice.how@qut.edu.au |
Overview
Finance Capstone is the final unit in the finance study area and focuses on integrating the knowledge and skills gained throughout students’ prior finance studies for application to complex, real world problems. Students focus on identifying, exploring and finding optimal solutions to problems encountered in competitive financial environments and contexts while refining effective decision-making skills. Additionally, this unit seeks to develop students' oral communication, written communication and teamwork skills. The insights and experiences gained in this unit help to prepare students for further learning and professional practice and, through its applied setting and focus on contemporary finance issues, the unit acts as a bridge between university studies and employment in the financial services industry.
Learning Outcomes
On successful completion of this unit you will be able to:
- Apply knowledge, research and critical thinking skills to identify, analyse and address diverse, real-world financial problems and issues. [HO 2.1, 2.2]
- Demonstrate information literacy, written communication and oral communication skills to effectively structure, present, explain and use strategic and complex financial data, information, theories and ideas. [PC 3.1, 3.2]
- Apply teamwork knowledge and skills and reflective practices in collaborating with others to apply financial knowledge and financial reasoning skills. [TS 4.1, 4.2]
- Explore financial decisions and actions from an ethical perspective and apply knowledge of socially responsible actions in contemporary financial contexts. [SE 5.1, 5.2]
Content
This unit has two broad themes. The first theme focuses on financial problem solving and decision making from a corporate financial officer's perspective. It deals with typical financial problems faced by firms, which may include forecasting, funding of new projects, acquisitions, capital structure and payout decisions, and agency problems. This theme emphasises how the role of a thoughtful and skilled financial decision-maker can improve shareholder value. The second theme deals with decision making of an investment manager and explores issues which may include market efficiency, risks and prospects of an industry, portfolio strategy and risk mitigation. It emphasises how managing these matters can enhance value.
QUT Business Capabilities (Undergraduate)
The content and assessment in this unit are aligned to a selection of the following set of QUT Business Capabilities, also known as Assurance of Learning Goals (AoLs). Developing these capabilities will assist you to meet the desired graduate outcomes set at QUT and equip you with the knowledge and skills to succeed in your chosen career.
Knowledge and Technological Skills (KS)
1.1 Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
1.2 Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Higher Order Thinking (HO)
2.1 Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
2.2 Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Professional Communication (PC)
3.1 Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
3.2 Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Teamwork and Self (TS)
4.1 Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
4.2 Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Social, Ethical and Global Understanding (SE)
5.1 Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
5.2 Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Learning Approaches
This is a highly interactive unit designed to combine theory with interactive debate and case studies to solve real-world finance problems and issues. Lectures and tutorials are used to develop students' knowledge and skills with case study classes, teamwork, and student presentations the primary means by which students discuss, debate and apply the concepts, theories and practices of finance in light of real world challenges. Students are encouraged to learn from each other through teamwork and discussion, as well as from the formal classroom sessions. All resources for this unit are provided on the unit's Canvas site.
Feedback on Learning and Assessment
Students will receive feedback in various forms throughout the semester which may include:
- Informal: worked examples, such as verbal feedback in class, personal consultation
- Formal: in writing, such as checklists (e.g. criteria sheets), written commentary
- Direct: to individual students, either in written form or in consultation
- Indirect: to the whole class
Assessment
Overview
The assessment in this unit aims to support your achievement of the unit learning outcomes and course assurance of learning goals. The assessment has been designed in order to allow you to:
- receive feedback on your learning as you progress toward the development of knowledge, understanding, skills and attitudes (formative assessment);
- demonstrate your learning in order to achieve a final grade (summative assessment).
Students may be required to attend campus or an assessment centre for the purposes of assessment, regardless of the attendance mode for the unit.
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Technical Report
Students will work in a team to prepare an authentic Case Study report critically analysing real-world problems in Corporate Finance. In their report, students are expected to combine elements of problem solving and independent judgement to make a series of recommendations to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2), SE (5.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Reflective Piece
Students are required to produce a written reflection where they deliberate upon the higher-order thinking skills and strengths they have developed.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): PC (3.1), TS (4.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Oral Pitch
Students will work in a team to present an authentic Investment proposition. In their pitch, students are expected to combine elements of problem solving and independent judgement to make an investment proposal to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.2), TS (4.2), SE(5.2)
Academic Integrity
Academic integrity is a commitment to undertaking academic work and assessment in a manner that is ethical, fair, honest, respectful and accountable.
The Academic Integrity Policy sets out the range of conduct that can be a failure to maintain the standards of academic integrity. This includes, cheating in exams, plagiarism, self-plagiarism, collusion and contract cheating. It also includes providing fraudulent or altered documentation in support of an academic concession application, for example an assignment extension or a deferred exam.
You are encouraged to make use of QUT’s learning support services, resources and tools to assure the academic integrity of your assessment. This includes the use of text matching software that may be available to assist with self-assessing your academic integrity as part of the assessment submission process.
Breaching QUT’s Academic Integrity Policy or engaging in conduct that may defeat or compromise the purpose of assessment can lead to a finding of student misconduct (Code of Conduct – Student) and result in the imposition of penalties under the Management of Student Misconduct Policy, ranging from a grade reduction to exclusion from QUT.
Resources
Resource Materials
Other
All lecture notes, case studies and readings provided during the semester will be available online through the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with lectures or tutorials in this unit. You should, however, familiarise yourself with evacuation procedures operating in the buildings in which you attend classes and take the time to
view the Emergency video.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Undergraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Technical Report, Oral Pitch
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO1, Technical Report, Oral Pitch
PC (3.1): Professional Communication (Written)
Relates to: ULO2, Technical Report, Reflective Piece
PC (3.2): Professional Communication (Oral)
Relates to: ULO2, Oral Pitch
SE (5.1): Ethical and Legal Understanding
Relates to: ULO4, Technical Report
SE (5.2): Global Social Responsibility
Relates to: ULO4, Oral Pitch
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Reflective Piece
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Technical Report, Oral Pitch
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS05 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS06 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS08 Bachelor of Business - International
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
Unit Outline: Semester 2 2025, Online
| Unit code: | EFB360 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 192 credit points of completed study including EFB335 and (EFB343 or EFB307) |
| Equivalent: | EFX360 |
Overview
Finance Capstone is the final unit in the finance study area and focuses on integrating the knowledge and skills gained throughout students’ prior finance studies for application to complex, real world problems. Students focus on identifying, exploring and finding optimal solutions to problems encountered in competitive financial environments and contexts while refining effective decision-making skills. Additionally, this unit seeks to develop students' oral communication, written communication and teamwork skills. The insights and experiences gained in this unit help to prepare students for further learning and professional practice and, through its applied setting and focus on contemporary finance issues, the unit acts as a bridge between university studies and employment in the financial services industry.
Learning Outcomes
On successful completion of this unit you will be able to:
- Apply knowledge, research and critical thinking skills to identify, analyse and address diverse, real-world financial problems and issues. [HO 2.1, 2.2]
- Demonstrate information literacy, written communication and oral communication skills to effectively structure, present, explain and use strategic and complex financial data, information, theories and ideas. [PC 3.1, 3.2]
- Apply teamwork knowledge and skills and reflective practices in collaborating with others to apply financial knowledge and financial reasoning skills. [TS 4.1, 4.2]
- Explore financial decisions and actions from an ethical perspective and apply knowledge of socially responsible actions in contemporary financial contexts. [SE 5.1, 5.2]
Content
This unit has two broad themes. The first theme focuses on financial problem solving and decision making from a corporate financial officer's perspective. It deals with typical financial problems faced by firms, which may include forecasting, funding of new projects, acquisitions, capital structure and payout decisions, and agency problems. This theme emphasises how the role of a thoughtful and skilled financial decision-maker can improve shareholder value. The second theme deals with decision making of an investment manager and explores issues which may include market efficiency, risks and prospects of an industry, portfolio strategy and risk mitigation. It emphasises how managing these matters can enhance value.
QUT Business Capabilities (Undergraduate)
The content and assessment in this unit are aligned to a selection of the following set of QUT Business Capabilities, also known as Assurance of Learning Goals (AoLs). Developing these capabilities will assist you to meet the desired graduate outcomes set at QUT and equip you with the knowledge and skills to succeed in your chosen career.
Knowledge and Technological Skills (KS)
1.1 Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
1.2 Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Higher Order Thinking (HO)
2.1 Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
2.2 Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Professional Communication (PC)
3.1 Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
3.2 Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Teamwork and Self (TS)
4.1 Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
4.2 Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Social, Ethical and Global Understanding (SE)
5.1 Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
5.2 Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Learning Approaches
This is a highly interactive unit designed to combine theory with interactive debate and case studies to solve real-world finance problems and issues. Lectures and tutorials are used to develop students' knowledge and skills with case study classes, teamwork, and student presentations the primary means by which students discuss, debate and apply the concepts, theories and practices of finance in light of real world challenges. Students are encouraged to learn from each other through teamwork and discussion, as well as from the formal classroom sessions. All resources for this unit are provided on the unit's Canvas site.
Feedback on Learning and Assessment
Students will receive feedback in various forms throughout the semester which may include:
- Informal: worked examples, such as verbal feedback in class, personal consultation
- Formal: in writing, such as checklists (e.g. criteria sheets), written commentary
- Direct: to individual students, either in written form or in consultation
- Indirect: to the whole class
Assessment
Overview
The assessment in this unit aims to support your achievement of the unit learning outcomes and course assurance of learning goals. The assessment has been designed in order to allow you to:
- receive feedback on your learning as you progress toward the development of knowledge, understanding, skills and attitudes (formative assessment);
- demonstrate your learning in order to achieve a final grade (summative assessment).
Students may be required to attend campus or an assessment centre for the purposes of assessment, regardless of the attendance mode for the unit.
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Technical Report
Students will work in a team to prepare an authentic Case Study report critically analysing real-world problems in Corporate Finance. In their report, students are expected to combine elements of problem solving and independent judgement to make a series of recommendations to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2), SE (5.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Reflective Piece
Students are required to produce a written reflection where they deliberate upon the higher-order thinking skills and strengths they have developed.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): PC (3.1), TS (4.1)
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Assessment: Oral Pitch
Students will work in a team to present an authentic Investment proposition. In their pitch, students are expected to combine elements of problem solving and independent judgement to make an investment proposal to a client.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.2), TS (4.2), SE(5.2)
Academic Integrity
Academic integrity is a commitment to undertaking academic work and assessment in a manner that is ethical, fair, honest, respectful and accountable.
The Academic Integrity Policy sets out the range of conduct that can be a failure to maintain the standards of academic integrity. This includes, cheating in exams, plagiarism, self-plagiarism, collusion and contract cheating. It also includes providing fraudulent or altered documentation in support of an academic concession application, for example an assignment extension or a deferred exam.
You are encouraged to make use of QUT’s learning support services, resources and tools to assure the academic integrity of your assessment. This includes the use of text matching software that may be available to assist with self-assessing your academic integrity as part of the assessment submission process.
Breaching QUT’s Academic Integrity Policy or engaging in conduct that may defeat or compromise the purpose of assessment can lead to a finding of student misconduct (Code of Conduct – Student) and result in the imposition of penalties under the Management of Student Misconduct Policy, ranging from a grade reduction to exclusion from QUT.
Resources
Resource Materials
Other
All lecture notes, case studies and readings provided during the semester will be available online through the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with lectures or tutorials in this unit. You should, however, familiarise yourself with evacuation procedures operating in the buildings in which you attend classes and take the time to
view the Emergency video.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Undergraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Technical Report, Oral Pitch
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO1, Technical Report, Oral Pitch
PC (3.1): Professional Communication (Written)
Relates to: ULO2, Technical Report, Reflective Piece
PC (3.2): Professional Communication (Oral)
Relates to: ULO2, Oral Pitch
SE (5.1): Ethical and Legal Understanding
Relates to: ULO4, Technical Report
SE (5.2): Global Social Responsibility
Relates to: ULO4, Oral Pitch
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Reflective Piece
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Technical Report, Oral Pitch
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS05 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS06 Bachelor of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report
BS08 Bachelor of Business - International
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues in national and international business contexts.
Relates to: ULO4, Oral Pitch - Investigate real world business issues and situations through the effective analysis, evaluation and synthesis of theory and practice.
Relates to: ULO1, Technical Report, Oral Pitch - Exercise independent judgement and initiative in adapting and applying knowledge and skills for effective planning, problem solving and decision making in diverse contexts.
Relates to: ULO1, Technical Report, Oral Pitch - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO2, Technical Report, Reflective Piece - Use information literacy skills, and communicate effectively and professionally in oral forms, appropriate for diverse purposes and contexts.
Relates to: ULO2, Oral Pitch - Exercise self-reflection, responsibility and accountability in relation to own learning and professional practice.
Relates to: ULO3, Reflective Piece - Apply teamwork knowledge and skills for effective collaboration across diverse purposes and contexts.
Relates to: ULO3, Technical Report, Oral Pitch - Demonstrate and apply knowledge of ethical and legal principles and practices in analysing and responding to business issues.
Relates to: ULO4, Technical Report