EFN555 Advanced Applications in Finance
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: | EFN555 |
|---|---|
| Prerequisite(s): | EFN412 and EFN415 |
| Equivalent(s): | EFX555 |
| Credit points: | 12 |
| Timetable | Details in HiQ, if available |
| Availabilities |
|
Unit Outline: Semester 1 2027, Gardens Point, Internal
| Unit code: | EFN555 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | EFN412 and EFN415 |
| Equivalent: | EFX555 |
| Coordinator: | En-Te Chen | e.chen@qut.edu.au |
Overview
This capstone unit integrates and synthesises the advanced finance, analytics, and decision-making capabilities developed across the major. Through complex, research-informed corporate finance and investment cases, you will investigate real-world financial problems using financial data, analytical models, and technology-enabled evaluation methods. The unit emphasises advanced disciplinary knowledge, evidence-based analysis, and defensible financial judgement in complex organisational and market contexts. Board-style simulations and case investigations require you to integrate theory, analytics, ethical and governance considerations, and professional communication. The capstone experience develops your ability to produce analytically rigorous, practice-oriented solutions and to defend them in professional decision environments.
Learning Outcomes
On successful completion of this unit you will be able to:
- Integrate and apply advanced finance knowledge and analytical techniques to diagnose and evaluate complex real-world financial problems, data, and decisions. [KS 1.2, HO 2.1]Relates to: PG Business Capabilities: HO (2.1), KS (1.2); PG Business Capabilities 2027: HO (2.1), KS (1.2)
- Develop and justify evidence-based financial decisions and strategic responses, incorporating ethical, governance, and social responsibility considerations. [ HO 2.2, SE 5.1, 5.2]Relates to: PG Business Capabilities: HO (2.2), SE (5.1), SE (5.2); PG Business Capabilities 2027: HO (2.2), SE (5.1), SE (5.2)
- Demonstrate professional accountability, self-reflection, and effective contribution in team-based financial problem-solving and decision contexts. [ TS 4.1, 4.2]Relates to: PG Business Capabilities: TS (4.1), TS (4.2); PG Business Capabilities 2027: TS (4.1), TS (4.2)
- Communicate complex financial analyses and recommendations using professional written and oral communication for stakeholder audiences. [ PC 3.1, 3.2]Relates to: PG Business Capabilities: PC (3.1), PC (3.2); PG Business Capabilities 2027: PC (3.1), PC (3.2)
Content
This unit is organised around two integrated applied finance themes delivered through advanced case investigation and board-style decision simulations.
The first theme focuses on advanced corporate financial decision-making using data and analytical methods. Topics may include financial forecasting and modelling, project and investment evaluation, capital structure and funding decisions, acquisitions, payout policy, and agency considerations. Students apply research-informed analytical frameworks and financial models to evaluate alternatives, test assumptions, and justify value-impacting decisions under conditions of uncertainty.
The second theme focuses on investment and portfolio decision-making using financial analytics and market evidence. Topics may include valuation, asset pricing, investment strategy, market inefficiencies, portfolio construction, and risk assessment. Students investigate investment scenarios using financial information, analytical techniques, and evidence-based reasoning to develop and defend recommendations.
QUT Business Capabilities (Postgraduate)
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 & Technical Skills (KS)
1.1 Demonstrate and apply advanced, integrated discipline and professional practice knowledge, including relevant research principles and methods, to address complex and evolving business challenges.
1.2 Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge to investigate digitally enhanced business environments.
Higher Order Thinking Skills (HO)
2.1 Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
2.2 Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Professional Communication (PC)
3.1 Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
3.2 Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Teamwork & Self (TS)
4.1 Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
4.2 Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Social, Ethical & Global Understanding (SE)
5.1 Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
5.2 Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Learning Approaches
This is a highly interactive unit focusing on the application of finance theory to practice. You will take a critical approach to analysing and responding to real-world finance problems and issues. The unit has a number of themed lectures and board meetings, focusing on key areas of corporate finance and investments. Working in professionally structured teams and simulated board environments, you will evaluate financial information, test strategic options, and present recommendations to stakeholder audiences. The capstone experience strengthens your ability to integrate technical finance knowledge, analytics capability, and professional communication skills to support high-quality financial decisions and career readiness in data-rich financial environments.
Please be aware that given the collaborative nature of team board meetings and weekly presentations, tutorial attendance is required.
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).
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Individual Case Study
This assessment item comprises two tasks:
- You will complete an individual professional report addressing a complex real-world corporate finance case. You will integrate finance theory, financial data, and analytical methods to investigate the problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. Your analysis should demonstrate justified decision reasoning supported by appropriate financial evaluation approaches.
- You will also complete an individual written reflection evaluating your analytical capability, professional judgement, and learning development demonstrated through your case investigation and decision process.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.1), SE (5.1)
Assessment: Team Case Study
This assessment item comprises two tasks.
- You will work in a team to produce a professional report addressing a complex real-world investment case. Your team will integrate finance theory, market data, and analytical methods to investigate the investment problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. The report should demonstrate justified decision reasoning supported by appropriate financial and analytical evaluation approaches.
- You will also complete an individual written reflection evaluating your higher-order analytical thinking, decision reasoning, and the application of these capabilities to professional financial practice and team-based problem solving.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assessment item is based on teamwork and provides evidence of achievement of associated Unit Learning Outcomes and Course Learning Outcomes. Individual submissions/presentations will not be accepted.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2) and SE (5.2)
Assessment: Board Meetings
You will participate in a series of simulated board meetings throughout the semester. For one designated meeting, you will lead the board discussion on an assigned agenda topic based on your independent research and analytical preparation.
You are required to demonstrate the integration and application of advanced finance knowledge, financial data interpretation, and analytical reasoning in responding to board questions and challenges. Presentations should show justified decision reasoning, ethical and professional judgement, and clear communication to a stakeholder audience.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
This assessment item requires your attendance at your scheduled tutorial.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The late submission period does not apply, and no assignment extensions are available.
Formative or Summative: Summative
Business Capabilities (AoL goals): PC (3.2), TS (4.1)
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
There is no prescribed text. All materials needed will be provided via the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with learning and teaching activities in this unit.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Postgraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical, Technological and Research Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
QUT Business Capabilities (Postgraduate) 2027
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical and Technological Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS11 Master of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues and critically reflect on the responsibilities and impacts of organisations in national and international business contexts.
Relates to: ULO2, Team Case Study - Critically investigate real world business issues and problems drawing on analysis, evaluation and synthesis of discipline knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make informed decisions and judgements in planning, designing, and executing strategic and research-based responses to address real world issues and problems.
Relates to: ULO1, ULO2, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in written forms and using media appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in oral forms appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Board Meetings - Exercise self-reflection and accountability in applying knowledge and skills for own learning and effective practice.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply teamwork knowledge and skills for effective collaboration across a range of complex activities and contexts.
Relates to: ULO3, Team Case Study - Demonstrate and apply knowledge of ethical and legal principles and practices of business in critically analysing and effectively responding to complex business issues.
Relates to: ULO2, Individual Case Study
BS12 Master of Business
- Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge in digitally enhanced business environments.
Relates to: ULO1 - Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts
Relates to: ULO4, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Relates to: ULO4, Board Meetings - Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Relates to: ULO3, Team Case Study - Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study
BS68 Graduate Diploma in Business
- Apply technical, digital, and research skills to organise, interpret, and evaluate discipline knowledge and practice to investigate business issues in digitally enhanced environments.
Relates to: ULO1 - Critically investigate real-world business issues and challenges using analysis, evaluation, and synthesis of interdisciplinary knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise innovative thinking and intellectual independence to make informed decisions and judgements in planning evidence-based responses to complex and evolving business contexts.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information literacy skills to communicate effectively in written forms and through appropriate digital media, tailored to diverse professional and organisational audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Demonstrate self-reflection and accountability in applying knowledge and skills for continuous learning and effective professional practice in dynamic business environments.
Relates to: ULO3, Individual Case Study, Board Meetings - Demonstrate and apply knowledge of ethical and legal principles and practices of business in responding to complex business issues.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study
Unit Outline: Semester 1 2027, Online
| Unit code: | EFN555 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | EFN412 and EFN415 |
| Equivalent: | EFX555 |
Overview
This capstone unit integrates and synthesises the advanced finance, analytics, and decision-making capabilities developed across the major. Through complex, research-informed corporate finance and investment cases, you will investigate real-world financial problems using financial data, analytical models, and technology-enabled evaluation methods. The unit emphasises advanced disciplinary knowledge, evidence-based analysis, and defensible financial judgement in complex organisational and market contexts. Board-style simulations and case investigations require you to integrate theory, analytics, ethical and governance considerations, and professional communication. The capstone experience develops your ability to produce analytically rigorous, practice-oriented solutions and to defend them in professional decision environments.
Learning Outcomes
On successful completion of this unit you will be able to:
- Integrate and apply advanced finance knowledge and analytical techniques to diagnose and evaluate complex real-world financial problems, data, and decisions. [KS 1.2, HO 2.1]Relates to: PG Business Capabilities: HO (2.1), KS (1.2); PG Business Capabilities 2027: HO (2.1), KS (1.2)
- Develop and justify evidence-based financial decisions and strategic responses, incorporating ethical, governance, and social responsibility considerations. [ HO 2.2, SE 5.1, 5.2]Relates to: PG Business Capabilities: HO (2.2), SE (5.1), SE (5.2); PG Business Capabilities 2027: HO (2.2), SE (5.1), SE (5.2)
- Demonstrate professional accountability, self-reflection, and effective contribution in team-based financial problem-solving and decision contexts. [ TS 4.1, 4.2]Relates to: PG Business Capabilities: TS (4.1), TS (4.2); PG Business Capabilities 2027: TS (4.1), TS (4.2)
- Communicate complex financial analyses and recommendations using professional written and oral communication for stakeholder audiences. [ PC 3.1, 3.2]Relates to: PG Business Capabilities: PC (3.1), PC (3.2); PG Business Capabilities 2027: PC (3.1), PC (3.2)
Content
This unit is organised around two integrated applied finance themes delivered through advanced case investigation and board-style decision simulations.
The first theme focuses on advanced corporate financial decision-making using data and analytical methods. Topics may include financial forecasting and modelling, project and investment evaluation, capital structure and funding decisions, acquisitions, payout policy, and agency considerations. Students apply research-informed analytical frameworks and financial models to evaluate alternatives, test assumptions, and justify value-impacting decisions under conditions of uncertainty.
The second theme focuses on investment and portfolio decision-making using financial analytics and market evidence. Topics may include valuation, asset pricing, investment strategy, market inefficiencies, portfolio construction, and risk assessment. Students investigate investment scenarios using financial information, analytical techniques, and evidence-based reasoning to develop and defend recommendations.
QUT Business Capabilities (Postgraduate)
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 & Technical Skills (KS)
1.1 Demonstrate and apply advanced, integrated discipline and professional practice knowledge, including relevant research principles and methods, to address complex and evolving business challenges.
1.2 Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge to investigate digitally enhanced business environments.
Higher Order Thinking Skills (HO)
2.1 Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
2.2 Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Professional Communication (PC)
3.1 Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
3.2 Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Teamwork & Self (TS)
4.1 Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
4.2 Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Social, Ethical & Global Understanding (SE)
5.1 Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
5.2 Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Learning Approaches
This is a highly interactive unit focusing on the application of finance theory to practice. You will take a critical approach to analysing and responding to real-world finance problems and issues. The unit has a number of themed lectures and board meetings, focusing on key areas of corporate finance and investments. Working in professionally structured teams and simulated board environments, you will evaluate financial information, test strategic options, and present recommendations to stakeholder audiences. The capstone experience strengthens your ability to integrate technical finance knowledge, analytics capability, and professional communication skills to support high-quality financial decisions and career readiness in data-rich financial environments.
Please be aware that given the collaborative nature of team board meetings and weekly presentations, tutorial attendance is required.
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).
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Individual Case Study
This assessment item comprises two tasks:
- You will complete an individual professional report addressing a complex real-world corporate finance case. You will integrate finance theory, financial data, and analytical methods to investigate the problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. Your analysis should demonstrate justified decision reasoning supported by appropriate financial evaluation approaches.
- You will also complete an individual written reflection evaluating your analytical capability, professional judgement, and learning development demonstrated through your case investigation and decision process.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.1), SE (5.1)
Assessment: Team Case Study
This assessment item comprises two tasks.
- You will work in a team to produce a professional report addressing a complex real-world investment case. Your team will integrate finance theory, market data, and analytical methods to investigate the investment problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. The report should demonstrate justified decision reasoning supported by appropriate financial and analytical evaluation approaches.
- You will also complete an individual written reflection evaluating your higher-order analytical thinking, decision reasoning, and the application of these capabilities to professional financial practice and team-based problem solving.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assessment item is based on teamwork and provides evidence of achievement of associated Unit Learning Outcomes and Course Learning Outcomes. Individual submissions/presentations will not be accepted.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2) and SE (5.2)
Assessment: Board Meetings
You will participate in a series of simulated board meetings throughout the semester. For one designated meeting, you will lead the board discussion on an assigned agenda topic based on your independent research and analytical preparation.
You are required to demonstrate the integration and application of advanced finance knowledge, financial data interpretation, and analytical reasoning in responding to board questions and challenges. Presentations should show justified decision reasoning, ethical and professional judgement, and clear communication to a stakeholder audience.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
This assessment item requires your attendance at your scheduled tutorial.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The late submission period does not apply, and no assignment extensions are available.
Formative or Summative: Summative
Business Capabilities (AoL goals): PC (3.2), TS (4.1)
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
There is no prescribed text. All materials needed will be provided via the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with learning and teaching activities in this unit.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Postgraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical, Technological and Research Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
QUT Business Capabilities (Postgraduate) 2027
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical and Technological Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS11 Master of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues and critically reflect on the responsibilities and impacts of organisations in national and international business contexts.
Relates to: ULO2, Team Case Study - Critically investigate real world business issues and problems drawing on analysis, evaluation and synthesis of discipline knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make informed decisions and judgements in planning, designing, and executing strategic and research-based responses to address real world issues and problems.
Relates to: ULO1, ULO2, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in written forms and using media appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in oral forms appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Board Meetings - Exercise self-reflection and accountability in applying knowledge and skills for own learning and effective practice.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply teamwork knowledge and skills for effective collaboration across a range of complex activities and contexts.
Relates to: ULO3, Team Case Study - Demonstrate and apply knowledge of ethical and legal principles and practices of business in critically analysing and effectively responding to complex business issues.
Relates to: ULO2, Individual Case Study
BS12 Master of Business
- Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge in digitally enhanced business environments.
Relates to: ULO1 - Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts
Relates to: ULO4, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Relates to: ULO4, Board Meetings - Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Relates to: ULO3, Team Case Study - Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study
BS68 Graduate Diploma in Business
- Apply technical, digital, and research skills to organise, interpret, and evaluate discipline knowledge and practice to investigate business issues in digitally enhanced environments.
Relates to: ULO1 - Critically investigate real-world business issues and challenges using analysis, evaluation, and synthesis of interdisciplinary knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise innovative thinking and intellectual independence to make informed decisions and judgements in planning evidence-based responses to complex and evolving business contexts.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information literacy skills to communicate effectively in written forms and through appropriate digital media, tailored to diverse professional and organisational audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Demonstrate self-reflection and accountability in applying knowledge and skills for continuous learning and effective professional practice in dynamic business environments.
Relates to: ULO3, Individual Case Study, Board Meetings - Demonstrate and apply knowledge of ethical and legal principles and practices of business in responding to complex business issues.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study
Unit Outline: Semester 2 2027, Gardens Point, Internal
| Unit code: | EFN555 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | EFN412 and EFN415 |
| Equivalent: | EFX555 |
| Coordinator: | En-Te Chen | e.chen@qut.edu.au |
Overview
This capstone unit integrates and synthesises the advanced finance, analytics, and decision-making capabilities developed across the major. Through complex, research-informed corporate finance and investment cases, you will investigate real-world financial problems using financial data, analytical models, and technology-enabled evaluation methods. The unit emphasises advanced disciplinary knowledge, evidence-based analysis, and defensible financial judgement in complex organisational and market contexts. Board-style simulations and case investigations require you to integrate theory, analytics, ethical and governance considerations, and professional communication. The capstone experience develops your ability to produce analytically rigorous, practice-oriented solutions and to defend them in professional decision environments.
Learning Outcomes
On successful completion of this unit you will be able to:
- Integrate and apply advanced finance knowledge and analytical techniques to diagnose and evaluate complex real-world financial problems, data, and decisions. [KS 1.2, HO 2.1]Relates to: PG Business Capabilities: HO (2.1), KS (1.2); PG Business Capabilities 2027: HO (2.1), KS (1.2)
- Develop and justify evidence-based financial decisions and strategic responses, incorporating ethical, governance, and social responsibility considerations. [ HO 2.2, SE 5.1, 5.2]Relates to: PG Business Capabilities: HO (2.2), SE (5.1), SE (5.2); PG Business Capabilities 2027: HO (2.2), SE (5.1), SE (5.2)
- Demonstrate professional accountability, self-reflection, and effective contribution in team-based financial problem-solving and decision contexts. [ TS 4.1, 4.2]Relates to: PG Business Capabilities: TS (4.1), TS (4.2); PG Business Capabilities 2027: TS (4.1), TS (4.2)
- Communicate complex financial analyses and recommendations using professional written and oral communication for stakeholder audiences. [ PC 3.1, 3.2]Relates to: PG Business Capabilities: PC (3.1), PC (3.2); PG Business Capabilities 2027: PC (3.1), PC (3.2)
Content
This unit is organised around two integrated applied finance themes delivered through advanced case investigation and board-style decision simulations.
The first theme focuses on advanced corporate financial decision-making using data and analytical methods. Topics may include financial forecasting and modelling, project and investment evaluation, capital structure and funding decisions, acquisitions, payout policy, and agency considerations. Students apply research-informed analytical frameworks and financial models to evaluate alternatives, test assumptions, and justify value-impacting decisions under conditions of uncertainty.
The second theme focuses on investment and portfolio decision-making using financial analytics and market evidence. Topics may include valuation, asset pricing, investment strategy, market inefficiencies, portfolio construction, and risk assessment. Students investigate investment scenarios using financial information, analytical techniques, and evidence-based reasoning to develop and defend recommendations.
QUT Business Capabilities (Postgraduate)
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 & Technical Skills (KS)
1.1 Demonstrate and apply advanced, integrated discipline and professional practice knowledge, including relevant research principles and methods, to address complex and evolving business challenges.
1.2 Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge to investigate digitally enhanced business environments.
Higher Order Thinking Skills (HO)
2.1 Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
2.2 Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Professional Communication (PC)
3.1 Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
3.2 Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Teamwork & Self (TS)
4.1 Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
4.2 Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Social, Ethical & Global Understanding (SE)
5.1 Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
5.2 Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Learning Approaches
This is a highly interactive unit focusing on the application of finance theory to practice. You will take a critical approach to analysing and responding to real-world finance problems and issues. The unit has a number of themed lectures and board meetings, focusing on key areas of corporate finance and investments. Working in professionally structured teams and simulated board environments, you will evaluate financial information, test strategic options, and present recommendations to stakeholder audiences. The capstone experience strengthens your ability to integrate technical finance knowledge, analytics capability, and professional communication skills to support high-quality financial decisions and career readiness in data-rich financial environments.
Please be aware that given the collaborative nature of team board meetings and weekly presentations, tutorial attendance is required.
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).
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Individual Case Study
This assessment item comprises two tasks:
- You will complete an individual professional report addressing a complex real-world corporate finance case. You will integrate finance theory, financial data, and analytical methods to investigate the problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. Your analysis should demonstrate justified decision reasoning supported by appropriate financial evaluation approaches.
- You will also complete an individual written reflection evaluating your analytical capability, professional judgement, and learning development demonstrated through your case investigation and decision process.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.1), SE (5.1)
Assessment: Team Case Study
This assessment item comprises two tasks.
- You will work in a team to produce a professional report addressing a complex real-world investment case. Your team will integrate finance theory, market data, and analytical methods to investigate the investment problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. The report should demonstrate justified decision reasoning supported by appropriate financial and analytical evaluation approaches.
- You will also complete an individual written reflection evaluating your higher-order analytical thinking, decision reasoning, and the application of these capabilities to professional financial practice and team-based problem solving.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assessment item is based on teamwork and provides evidence of achievement of associated Unit Learning Outcomes and Course Learning Outcomes. Individual submissions/presentations will not be accepted.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2) and SE (5.2)
Assessment: Board Meetings
You will participate in a series of simulated board meetings throughout the semester. For one designated meeting, you will lead the board discussion on an assigned agenda topic based on your independent research and analytical preparation.
You are required to demonstrate the integration and application of advanced finance knowledge, financial data interpretation, and analytical reasoning in responding to board questions and challenges. Presentations should show justified decision reasoning, ethical and professional judgement, and clear communication to a stakeholder audience.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
This assessment item requires your attendance at your scheduled tutorial.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The late submission period does not apply, and no assignment extensions are available.
Formative or Summative: Summative
Business Capabilities (AoL goals): PC (3.2), TS (4.1)
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
There is no prescribed text. All materials needed will be provided via the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with learning and teaching activities in this unit.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Postgraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical, Technological and Research Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
QUT Business Capabilities (Postgraduate) 2027
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical and Technological Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS11 Master of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues and critically reflect on the responsibilities and impacts of organisations in national and international business contexts.
Relates to: ULO2, Team Case Study - Critically investigate real world business issues and problems drawing on analysis, evaluation and synthesis of discipline knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make informed decisions and judgements in planning, designing, and executing strategic and research-based responses to address real world issues and problems.
Relates to: ULO1, ULO2, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in written forms and using media appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in oral forms appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Board Meetings - Exercise self-reflection and accountability in applying knowledge and skills for own learning and effective practice.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply teamwork knowledge and skills for effective collaboration across a range of complex activities and contexts.
Relates to: ULO3, Team Case Study - Demonstrate and apply knowledge of ethical and legal principles and practices of business in critically analysing and effectively responding to complex business issues.
Relates to: ULO2, Individual Case Study
BS12 Master of Business
- Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge in digitally enhanced business environments.
Relates to: ULO1 - Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts
Relates to: ULO4, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Relates to: ULO4, Board Meetings - Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Relates to: ULO3, Team Case Study - Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study
BS68 Graduate Diploma in Business
- Apply technical, digital, and research skills to organise, interpret, and evaluate discipline knowledge and practice to investigate business issues in digitally enhanced environments.
Relates to: ULO1 - Critically investigate real-world business issues and challenges using analysis, evaluation, and synthesis of interdisciplinary knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise innovative thinking and intellectual independence to make informed decisions and judgements in planning evidence-based responses to complex and evolving business contexts.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information literacy skills to communicate effectively in written forms and through appropriate digital media, tailored to diverse professional and organisational audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Demonstrate self-reflection and accountability in applying knowledge and skills for continuous learning and effective professional practice in dynamic business environments.
Relates to: ULO3, Individual Case Study, Board Meetings - Demonstrate and apply knowledge of ethical and legal principles and practices of business in responding to complex business issues.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study
Unit Outline: Semester 2 2027, Online
| Unit code: | EFN555 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | EFN412 and EFN415 |
| Equivalent: | EFX555 |
Overview
This capstone unit integrates and synthesises the advanced finance, analytics, and decision-making capabilities developed across the major. Through complex, research-informed corporate finance and investment cases, you will investigate real-world financial problems using financial data, analytical models, and technology-enabled evaluation methods. The unit emphasises advanced disciplinary knowledge, evidence-based analysis, and defensible financial judgement in complex organisational and market contexts. Board-style simulations and case investigations require you to integrate theory, analytics, ethical and governance considerations, and professional communication. The capstone experience develops your ability to produce analytically rigorous, practice-oriented solutions and to defend them in professional decision environments.
Learning Outcomes
On successful completion of this unit you will be able to:
- Integrate and apply advanced finance knowledge and analytical techniques to diagnose and evaluate complex real-world financial problems, data, and decisions. [KS 1.2, HO 2.1]Relates to: PG Business Capabilities: HO (2.1), KS (1.2); PG Business Capabilities 2027: HO (2.1), KS (1.2)
- Develop and justify evidence-based financial decisions and strategic responses, incorporating ethical, governance, and social responsibility considerations. [ HO 2.2, SE 5.1, 5.2]Relates to: PG Business Capabilities: HO (2.2), SE (5.1), SE (5.2); PG Business Capabilities 2027: HO (2.2), SE (5.1), SE (5.2)
- Demonstrate professional accountability, self-reflection, and effective contribution in team-based financial problem-solving and decision contexts. [ TS 4.1, 4.2]Relates to: PG Business Capabilities: TS (4.1), TS (4.2); PG Business Capabilities 2027: TS (4.1), TS (4.2)
- Communicate complex financial analyses and recommendations using professional written and oral communication for stakeholder audiences. [ PC 3.1, 3.2]Relates to: PG Business Capabilities: PC (3.1), PC (3.2); PG Business Capabilities 2027: PC (3.1), PC (3.2)
Content
This unit is organised around two integrated applied finance themes delivered through advanced case investigation and board-style decision simulations.
The first theme focuses on advanced corporate financial decision-making using data and analytical methods. Topics may include financial forecasting and modelling, project and investment evaluation, capital structure and funding decisions, acquisitions, payout policy, and agency considerations. Students apply research-informed analytical frameworks and financial models to evaluate alternatives, test assumptions, and justify value-impacting decisions under conditions of uncertainty.
The second theme focuses on investment and portfolio decision-making using financial analytics and market evidence. Topics may include valuation, asset pricing, investment strategy, market inefficiencies, portfolio construction, and risk assessment. Students investigate investment scenarios using financial information, analytical techniques, and evidence-based reasoning to develop and defend recommendations.
QUT Business Capabilities (Postgraduate)
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 & Technical Skills (KS)
1.1 Demonstrate and apply advanced, integrated discipline and professional practice knowledge, including relevant research principles and methods, to address complex and evolving business challenges.
1.2 Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge to investigate digitally enhanced business environments.
Higher Order Thinking Skills (HO)
2.1 Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
2.2 Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Professional Communication (PC)
3.1 Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
3.2 Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Teamwork & Self (TS)
4.1 Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
4.2 Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Social, Ethical & Global Understanding (SE)
5.1 Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
5.2 Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Learning Approaches
This is a highly interactive unit focusing on the application of finance theory to practice. You will take a critical approach to analysing and responding to real-world finance problems and issues. The unit has a number of themed lectures and board meetings, focusing on key areas of corporate finance and investments. Working in professionally structured teams and simulated board environments, you will evaluate financial information, test strategic options, and present recommendations to stakeholder audiences. The capstone experience strengthens your ability to integrate technical finance knowledge, analytics capability, and professional communication skills to support high-quality financial decisions and career readiness in data-rich financial environments.
Please be aware that given the collaborative nature of team board meetings and weekly presentations, tutorial attendance is required.
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).
Unit Grading Scheme
7- point scale
Assessment Tasks
Assessment: Individual Case Study
This assessment item comprises two tasks:
- You will complete an individual professional report addressing a complex real-world corporate finance case. You will integrate finance theory, financial data, and analytical methods to investigate the problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. Your analysis should demonstrate justified decision reasoning supported by appropriate financial evaluation approaches.
- You will also complete an individual written reflection evaluating your analytical capability, professional judgement, and learning development demonstrated through your case investigation and decision process.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.1), SE (5.1)
Assessment: Team Case Study
This assessment item comprises two tasks.
- You will work in a team to produce a professional report addressing a complex real-world investment case. Your team will integrate finance theory, market data, and analytical methods to investigate the investment problem, evaluate strategic alternatives, and develop evidence-based recommendations for a client. The report should demonstrate justified decision reasoning supported by appropriate financial and analytical evaluation approaches.
- You will also complete an individual written reflection evaluating your higher-order analytical thinking, decision reasoning, and the application of these capabilities to professional financial practice and team-based problem solving.
The ethical and responsible use of generative artificial intelligence (GenAI) tools is authorised in this assessment. See the relevant assessment details in Canvas for specific guidelines.
This assessment item is based on teamwork and provides evidence of achievement of associated Unit Learning Outcomes and Course Learning Outcomes. Individual submissions/presentations will not be accepted.
This assignment is eligible for the 48-hour late submission period and assignment extensions.
Formative or Summative: Formative and Summative
Business Capabilities (AoL goals): HO (2.1, 2.2), PC (3.1), TS (4.2) and SE (5.2)
Assessment: Board Meetings
You will participate in a series of simulated board meetings throughout the semester. For one designated meeting, you will lead the board discussion on an assigned agenda topic based on your independent research and analytical preparation.
You are required to demonstrate the integration and application of advanced finance knowledge, financial data interpretation, and analytical reasoning in responding to board questions and challenges. Presentations should show justified decision reasoning, ethical and professional judgement, and clear communication to a stakeholder audience.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
This assessment item requires your attendance at your scheduled tutorial.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The late submission period does not apply, and no assignment extensions are available.
Formative or Summative: Summative
Business Capabilities (AoL goals): PC (3.2), TS (4.1)
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
There is no prescribed text. All materials needed will be provided via the unit's Canvas site.
Risk Assessment Statement
There are no out-of-the-ordinary risks associated with learning and teaching activities in this unit.
Standards/Competencies
This unit is designed to support your development of the following standards\competencies.
QUT Business Capabilities (Postgraduate)
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical, Technological and Research Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
QUT Business Capabilities (Postgraduate) 2027
HO (2.1): Critical Analysis
Relates to: ULO1, Individual Case Study, Team Case Study
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Individual Case Study, Team Case Study
KS (1.2): Technical and Technological Skills
Relates to: ULO1
PC (3.1): Professional Communication (Written)
Relates to: ULO4, Individual Case Study, Team Case Study
PC (3.2): Professional Communication (Oral)
Relates to: ULO4, Board Meetings
SE (5.1): Ethical and Legal Understanding
Relates to: ULO2, Individual Case Study
SE (5.2): Global Social Responsibility
Relates to: ULO2, Team Case Study
TS (4.1): Self-Reflection and Accountability
Relates to: ULO3, Individual Case Study, Board Meetings
TS (4.2): Teamwork Knowledge and Skills
Relates to: ULO3, Team Case Study
Course Learning Outcomes
This unit is designed to support your development of the following course/study area learning outcomes.BS11 Master of Business
- Demonstrate and apply knowledge of socially responsible behaviour in analysing and addressing business issues and critically reflect on the responsibilities and impacts of organisations in national and international business contexts.
Relates to: ULO2, Team Case Study - Critically investigate real world business issues and problems drawing on analysis, evaluation and synthesis of discipline knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make informed decisions and judgements in planning, designing, and executing strategic and research-based responses to address real world issues and problems.
Relates to: ULO1, ULO2, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in written forms and using media appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Use information literacy skills and communicate effectively and professionally in oral forms appropriate for diverse purposes, contexts and audiences.
Relates to: ULO4, Board Meetings - Exercise self-reflection and accountability in applying knowledge and skills for own learning and effective practice.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply teamwork knowledge and skills for effective collaboration across a range of complex activities and contexts.
Relates to: ULO3, Team Case Study - Demonstrate and apply knowledge of ethical and legal principles and practices of business in critically analysing and effectively responding to complex business issues.
Relates to: ULO2, Individual Case Study
BS12 Master of Business
- Leverage digital technologies, data-driven tools, technical and research skills to organise, interpret and extend discipline and professional practice knowledge in digitally enhanced business environments.
Relates to: ULO1 - Critically investigate complex, real-world business problems by analysing, evaluating, and synthesising discipline and professional practice knowledge.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise creativity and intellectual independence and make evidence-based decisions and judgements in planning, designing, and executing strategic responses to address real world business challenges.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in written forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts
Relates to: ULO4, Individual Case Study, Team Case Study - Use information and digital literacy skills to communicate effectively and professionally in oral forms, using appropriate technologies and media for diverse purposes, audiences, and business contexts.
Relates to: ULO4, Board Meetings - Exercise self- reflection and accountability in applying knowledge and skills to support continuous learning, adaptability and effective professional growth.
Relates to: ULO3, Individual Case Study, Board Meetings - Apply collaborative capabilities to work effectively in diverse teams and across complex, interdisciplinary business environments.
Relates to: ULO3, Team Case Study - Demonstrate ethical reasoning and apply legal and governance principles to critically evaluate and respond to complex business decisions and practices.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study
BS68 Graduate Diploma in Business
- Apply technical, digital, and research skills to organise, interpret, and evaluate discipline knowledge and practice to investigate business issues in digitally enhanced environments.
Relates to: ULO1 - Critically investigate real-world business issues and challenges using analysis, evaluation, and synthesis of interdisciplinary knowledge, including theory and practice.
Relates to: ULO1, Individual Case Study, Team Case Study - Exercise innovative thinking and intellectual independence to make informed decisions and judgements in planning evidence-based responses to complex and evolving business contexts.
Relates to: ULO2, Individual Case Study, Team Case Study - Use information literacy skills to communicate effectively in written forms and through appropriate digital media, tailored to diverse professional and organisational audiences.
Relates to: ULO4, Individual Case Study, Team Case Study - Demonstrate self-reflection and accountability in applying knowledge and skills for continuous learning and effective professional practice in dynamic business environments.
Relates to: ULO3, Individual Case Study, Board Meetings - Demonstrate and apply knowledge of ethical and legal principles and practices of business in responding to complex business issues.
Relates to: ULO2, Individual Case Study - Apply socially responsible and sustainability-focused thinking to analyse business issues and reflect on the broader impact of organisations in national and global contexts.
Relates to: ULO2, Team Case Study