EFB210 Fundamentals of 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: | EFB210 |
|---|---|
| Prerequisite(s): | 48 credit points of completed study |
| Equivalent(s): | EFX210 |
| Credit points: | 12 |
| Timetable | Details in HiQ, if available |
| Availabilities |
|
| CSP student contribution | $2,174 |
| Pre-2021 CSP student contribution | $1,703 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 | $3,456 |
| International unit fee | $5,640 |
Unit Outline: Semester 1 2026, Gardens Point, Internal
| Unit code: | EFB210 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 48 credit points of completed study |
| Equivalent: | EFX210 |
Overview
This unit introduces the fundamental concepts, theories and skills of financial management and how these are applied to solve problems associated with the decisions of financial managers. This is essential knowledge for financial decision makers. Topics include: an introduction to the financial institutional framework; an introduction to debt and equity instruments; financial mathematics; a firm's investment decision including Net Present Value and Internal Rate of Return; introduction to risk and return using the Capital Asset Pricing Model and Weighted Average Cost of Capital concept and risk management. Because of its fundamental nature, this unit is a prerequisite for more advanced units within the finance study area.
Learning Outcomes
On successful completion of this unit you will be able to:
- Demonstrate and apply knowledge of the finance theories, practices and markets used by financial managers. [KS 1.1, 1.2]
- Apply knowledge, technical, and technological skills to solve financial problems and make decisions. [HO 2.2]Relates to: UG Business Capabilities: HO (2.2)
- Demonstrate written communication skills to effectively and professionally explain financial information, thinking and decisions. [PC 3.1]Relates to: UG Business Capabilities: PC (3.1)
Content
Unit covers the role of the financial manager, basic financial economics, financial mathematics, debt and equity valuation, capital budgeting and project evaluation, the cost of capital, modern portfolio theory, risk and return, market efficiency and risk management with derivatives. It also covers asset classes such as equity, bonds, and real estate, along with basic data analysis across different asset classes using Excel.
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 unit has a formal class contact time in lectures and tutorials of approximately three hours. This takes place in face to face and online mode. Tutorial questions are to be completed prior to the tutorial as the tutorials provide the forum to discuss the materials covered and difficulties associated with applying different analytical skills.
As an introductory subject that requires economic, accounting and mathematical skills, the materials taught will often abstract from reality in order to remove unnecessary complexities. However, where possible the students will be provided with realistic examples to highlight the difficulties involved in financial management. As an example, the report asks students to analyse a relatively complex case study based on a realistic problem faced by a financial manager.
Outside of lectures and tutorials, students are encouraged to attend staff consultation times to gain additional assistance with the materials covered and feedback on their progress.
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 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: Report
You will need to analyse a complex capital budgeting problem using current technologies and write a report that summarises the investment and review the analysis performed.
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 and Summative: Formative and Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
Assessment: Final exam
A mix of problems and short essay questions based on material presented throughout the unit.
This invigilated examination requires attendance on campus or at an assessment centre, regardless of your attendance mode for the unit.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
Formative or Summative: Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
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
Resource Materials
Prescribed text(s)
Other
CFA Institute. (2014). Standards of practice handbook (11th ed.). Charlottesville, Virginia: CFA Institute.
http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n4.1
Students are encouraged to read the financial press on a regular basis. The Australian Financial Review and The Sydney Morning Herald provide an excellent coverage of financial news.
Scientific calculator. Programmable calculators are permitted, but they are neither essential nor do they provide any additional benefit.
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.
Engineers Australia Stage 1 Competency Standard for Professional Engineer
3: Professional and Personal Attributes
Relates to: Report
Relates to: Report
Relates to: Final exam
QUT Business Capabilities (Undergraduate)
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Report, Final exam
KS (1.1): Discipline Knowledge
Relates to: ULO1, Report, Final exam
KS (1.2): Technical and Technological Skills
Relates to: ULO1, Report, Final exam
PC (3.1): Professional Communication (Written)
Relates to: ULO3, Report, Final exam
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 integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
BS06 Bachelor of Business
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report
BS08 Bachelor of Business - International
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
UD01 Bachelor of Urban Development (Honours)
- Apply general theoretical knowledge and technical skills across a wide range of disciplines within the built environment context and advanced knowledge and technical skills in a one major discipline area
Relates to: ULO1
UD05 Bachelor of Property Economics
- Identify theoretical and technical knowledge of economic, legal, social, cultural, global, physical, technological and sustainable contexts required to value, manage and develop property assets and investment portfolios
Relates to: ULO1, ULO3, Report, Final exam - Apply theoretical and technical knowledge and skills, methods, calculations, property technologies, and sustainability strategies to evaluate the feasibility of property development opportunities, to identify finance options for property investments, and to enhance the performance of assets or investment portfolios
Relates to: ULO1, ULO2, Report, Final exam - Think critically and innovatively to solve authentic property problems.
Relates to: ULO2, Report, Final exam - Collect and analyse data using industry-standard proprietary software and strategies to evaluate financial and property market trends to inform current and future property decisions.
Relates to: ULO2 - Communicate and negotiate with diverse, real-world audiences
Relates to: ULO3, Report - Apply ethical judgement and principles of sustainabilty to make positive global, economic, societal and environmental contributions.
Relates to: Report
Unit Outline: Semester 1 2026, Online
| Unit code: | EFB210 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 48 credit points of completed study |
| Equivalent: | EFX210 |
Overview
This unit introduces the fundamental concepts, theories and skills of financial management and how these are applied to solve problems associated with the decisions of financial managers. This is essential knowledge for financial decision makers. Topics include: an introduction to the financial institutional framework; an introduction to debt and equity instruments; financial mathematics; a firm's investment decision including Net Present Value and Internal Rate of Return; introduction to risk and return using the Capital Asset Pricing Model and Weighted Average Cost of Capital concept and risk management. Because of its fundamental nature, this unit is a prerequisite for more advanced units within the finance study area.
Learning Outcomes
On successful completion of this unit you will be able to:
- Demonstrate and apply knowledge of the finance theories, practices and markets used by financial managers. [KS 1.1, 1.2]
- Apply knowledge, technical, and technological skills to solve financial problems and make decisions. [HO 2.2]Relates to: UG Business Capabilities: HO (2.2)
- Demonstrate written communication skills to effectively and professionally explain financial information, thinking and decisions. [PC 3.1]Relates to: UG Business Capabilities: PC (3.1)
Content
Unit covers the role of the financial manager, basic financial economics, financial mathematics, debt and equity valuation, capital budgeting and project evaluation, the cost of capital, modern portfolio theory, risk and return, market efficiency and risk management with derivatives. It also covers asset classes such as equity, bonds, and real estate, along with basic data analysis across different asset classes using Excel.
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 unit has a formal class contact time in lectures and tutorials of approximately three hours. This takes place in face to face and online mode. Tutorial questions are to be completed prior to the tutorial as the tutorials provide the forum to discuss the materials covered and difficulties associated with applying different analytical skills.
As an introductory subject that requires economic, accounting and mathematical skills, the materials taught will often abstract from reality in order to remove unnecessary complexities. However, where possible the students will be provided with realistic examples to highlight the difficulties involved in financial management. As an example, the report asks students to analyse a relatively complex case study based on a realistic problem faced by a financial manager.
Outside of lectures and tutorials, students are encouraged to attend staff consultation times to gain additional assistance with the materials covered and feedback on their progress.
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 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: Report
You will need to analyse a complex capital budgeting problem using current technologies and write a report that summarises the investment and review the analysis performed.
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 and Summative: Formative and Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
Assessment: Final exam
A mix of problems and short essay questions based on material presented throughout the unit.
This invigilated examination requires attendance on campus or at an assessment centre, regardless of your attendance mode for the unit.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
Formative or Summative: Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
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
Resource Materials
Prescribed text(s)
Other
CFA Institute. (2014). Standards of practice handbook (11th ed.). Charlottesville, Virginia: CFA Institute.
http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n4.1
Students are encouraged to read the financial press on a regular basis. The Australian Financial Review and The Sydney Morning Herald provide an excellent coverage of financial news.
Scientific calculator. Programmable calculators are permitted, but they are neither essential nor do they provide any additional benefit.
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.
Engineers Australia Stage 1 Competency Standard for Professional Engineer
3: Professional and Personal Attributes
Relates to: Report
Relates to: Report
Relates to: Final exam
QUT Business Capabilities (Undergraduate)
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Report, Final exam
KS (1.1): Discipline Knowledge
Relates to: ULO1, Report, Final exam
KS (1.2): Technical and Technological Skills
Relates to: ULO1, Report, Final exam
PC (3.1): Professional Communication (Written)
Relates to: ULO3, Report, Final exam
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 integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
BS06 Bachelor of Business
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report
BS08 Bachelor of Business - International
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
UD01 Bachelor of Urban Development (Honours)
- Apply general theoretical knowledge and technical skills across a wide range of disciplines within the built environment context and advanced knowledge and technical skills in a one major discipline area
Relates to: ULO1
UD05 Bachelor of Property Economics
- Identify theoretical and technical knowledge of economic, legal, social, cultural, global, physical, technological and sustainable contexts required to value, manage and develop property assets and investment portfolios
Relates to: ULO1, ULO3, Report, Final exam - Apply theoretical and technical knowledge and skills, methods, calculations, property technologies, and sustainability strategies to evaluate the feasibility of property development opportunities, to identify finance options for property investments, and to enhance the performance of assets or investment portfolios
Relates to: ULO1, ULO2, Report, Final exam - Think critically and innovatively to solve authentic property problems.
Relates to: ULO2, Report, Final exam - Collect and analyse data using industry-standard proprietary software and strategies to evaluate financial and property market trends to inform current and future property decisions.
Relates to: ULO2 - Communicate and negotiate with diverse, real-world audiences
Relates to: ULO3, Report - Apply ethical judgement and principles of sustainabilty to make positive global, economic, societal and environmental contributions.
Relates to: Report
Unit Outline: Semester 2 2026, Gardens Point, Internal
| Unit code: | EFB210 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 48 credit points of completed study |
| Equivalent: | EFX210 |
| Coordinator: | Sean Wu | sean.wu@qut.edu.au |
Overview
This unit introduces the fundamental concepts, theories and skills of financial management and how these are applied to solve problems associated with the decisions of financial managers. This is essential knowledge for financial decision makers. Topics include: an introduction to the financial institutional framework; an introduction to debt and equity instruments; financial mathematics; a firm's investment decision including Net Present Value and Internal Rate of Return; introduction to risk and return using the Capital Asset Pricing Model and Weighted Average Cost of Capital concept and risk management. Because of its fundamental nature, this unit is a prerequisite for more advanced units within the finance study area.
Learning Outcomes
On successful completion of this unit you will be able to:
- Demonstrate and apply knowledge of the finance theories, practices and markets used by financial managers. [KS 1.1, 1.2]
- Apply knowledge, technical, and technological skills to solve financial problems and make decisions. [HO 2.2]Relates to: UG Business Capabilities: HO (2.2)
- Demonstrate written communication skills to effectively and professionally explain financial information, thinking and decisions. [PC 3.1]Relates to: UG Business Capabilities: PC (3.1)
Content
Unit covers the role of the financial manager, basic financial economics, financial mathematics, debt and equity valuation, capital budgeting and project evaluation, the cost of capital, modern portfolio theory, risk and return, market efficiency and risk management with derivatives. It also covers asset classes such as equity, bonds, and real estate, along with basic data analysis across different asset classes using Excel.
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 unit has a formal class contact time in lectures and tutorials of approximately three hours. This takes place in face to face and online mode. Tutorial questions are to be completed prior to the tutorial as the tutorials provide the forum to discuss the materials covered and difficulties associated with applying different analytical skills.
As an introductory subject that requires economic, accounting and mathematical skills, the materials taught will often abstract from reality in order to remove unnecessary complexities. However, where possible the students will be provided with realistic examples to highlight the difficulties involved in financial management. As an example, the report asks students to analyse a relatively complex case study based on a realistic problem faced by a financial manager.
Outside of lectures and tutorials, students are encouraged to attend staff consultation times to gain additional assistance with the materials covered and feedback on their progress.
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 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: Report
You will need to analyse a complex capital budgeting problem using current technologies and write a report that summarises the investment and review the analysis performed.
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 and Summative: Formative and Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
Assessment: Final exam
A mix of problems and short essay questions based on material presented throughout the unit.
This invigilated examination requires attendance on campus or at an assessment centre, regardless of your attendance mode for the unit.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
Formative or Summative: Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
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
Resource Materials
Prescribed text(s)
Other
CFA Institute. (2014). Standards of practice handbook (11th ed.). Charlottesville, Virginia: CFA Institute.
http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n4.1
Students are encouraged to read the financial press on a regular basis. The Australian Financial Review and The Sydney Morning Herald provide an excellent coverage of financial news.
Scientific calculator. Programmable calculators are permitted, but they are neither essential nor do they provide any additional benefit.
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.
Engineers Australia Stage 1 Competency Standard for Professional Engineer
3: Professional and Personal Attributes
Relates to: Report
Relates to: Report
Relates to: Final exam
QUT Business Capabilities (Undergraduate)
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Report, Final exam
KS (1.1): Discipline Knowledge
Relates to: ULO1, Report, Final exam
KS (1.2): Technical and Technological Skills
Relates to: ULO1, Report, Final exam
PC (3.1): Professional Communication (Written)
Relates to: ULO3, Report, Final exam
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 integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
BS06 Bachelor of Business
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report
BS08 Bachelor of Business - International
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
UD01 Bachelor of Urban Development (Honours)
- Apply general theoretical knowledge and technical skills across a wide range of disciplines within the built environment context and advanced knowledge and technical skills in a one major discipline area
Relates to: ULO1
UD05 Bachelor of Property Economics
- Identify theoretical and technical knowledge of economic, legal, social, cultural, global, physical, technological and sustainable contexts required to value, manage and develop property assets and investment portfolios
Relates to: ULO1, ULO3, Report, Final exam - Apply theoretical and technical knowledge and skills, methods, calculations, property technologies, and sustainability strategies to evaluate the feasibility of property development opportunities, to identify finance options for property investments, and to enhance the performance of assets or investment portfolios
Relates to: ULO1, ULO2, Report, Final exam - Think critically and innovatively to solve authentic property problems.
Relates to: ULO2, Report, Final exam - Collect and analyse data using industry-standard proprietary software and strategies to evaluate financial and property market trends to inform current and future property decisions.
Relates to: ULO2 - Communicate and negotiate with diverse, real-world audiences
Relates to: ULO3, Report - Apply ethical judgement and principles of sustainabilty to make positive global, economic, societal and environmental contributions.
Relates to: Report
Unit Outline: Semester 2 2026, Online
| Unit code: | EFB210 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 48 credit points of completed study |
| Equivalent: | EFX210 |
Overview
This unit introduces the fundamental concepts, theories and skills of financial management and how these are applied to solve problems associated with the decisions of financial managers. This is essential knowledge for financial decision makers. Topics include: an introduction to the financial institutional framework; an introduction to debt and equity instruments; financial mathematics; a firm's investment decision including Net Present Value and Internal Rate of Return; introduction to risk and return using the Capital Asset Pricing Model and Weighted Average Cost of Capital concept and risk management. Because of its fundamental nature, this unit is a prerequisite for more advanced units within the finance study area.
Learning Outcomes
On successful completion of this unit you will be able to:
- Demonstrate and apply knowledge of the finance theories, practices and markets used by financial managers. [KS 1.1, 1.2]
- Apply knowledge, technical, and technological skills to solve financial problems and make decisions. [HO 2.2]Relates to: UG Business Capabilities: HO (2.2)
- Demonstrate written communication skills to effectively and professionally explain financial information, thinking and decisions. [PC 3.1]Relates to: UG Business Capabilities: PC (3.1)
Content
Unit covers the role of the financial manager, basic financial economics, financial mathematics, debt and equity valuation, capital budgeting and project evaluation, the cost of capital, modern portfolio theory, risk and return, market efficiency and risk management with derivatives. It also covers asset classes such as equity, bonds, and real estate, along with basic data analysis across different asset classes using Excel.
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 unit has a formal class contact time in lectures and tutorials of approximately three hours. This takes place in face to face and online mode. Tutorial questions are to be completed prior to the tutorial as the tutorials provide the forum to discuss the materials covered and difficulties associated with applying different analytical skills.
As an introductory subject that requires economic, accounting and mathematical skills, the materials taught will often abstract from reality in order to remove unnecessary complexities. However, where possible the students will be provided with realistic examples to highlight the difficulties involved in financial management. As an example, the report asks students to analyse a relatively complex case study based on a realistic problem faced by a financial manager.
Outside of lectures and tutorials, students are encouraged to attend staff consultation times to gain additional assistance with the materials covered and feedback on their progress.
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 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: Report
You will need to analyse a complex capital budgeting problem using current technologies and write a report that summarises the investment and review the analysis performed.
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 and Summative: Formative and Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
Assessment: Final exam
A mix of problems and short essay questions based on material presented throughout the unit.
This invigilated examination requires attendance on campus or at an assessment centre, regardless of your attendance mode for the unit.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
Formative or Summative: Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
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
Resource Materials
Prescribed text(s)
Other
CFA Institute. (2014). Standards of practice handbook (11th ed.). Charlottesville, Virginia: CFA Institute.
http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n4.1
Students are encouraged to read the financial press on a regular basis. The Australian Financial Review and The Sydney Morning Herald provide an excellent coverage of financial news.
Scientific calculator. Programmable calculators are permitted, but they are neither essential nor do they provide any additional benefit.
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.
Engineers Australia Stage 1 Competency Standard for Professional Engineer
3: Professional and Personal Attributes
Relates to: Report
Relates to: Report
Relates to: Final exam
QUT Business Capabilities (Undergraduate)
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Report, Final exam
KS (1.1): Discipline Knowledge
Relates to: ULO1, Report, Final exam
KS (1.2): Technical and Technological Skills
Relates to: ULO1, Report, Final exam
PC (3.1): Professional Communication (Written)
Relates to: ULO3, Report, Final exam
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 integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
BS06 Bachelor of Business
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report
BS08 Bachelor of Business - International
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
UD01 Bachelor of Urban Development (Honours)
- Apply general theoretical knowledge and technical skills across a wide range of disciplines within the built environment context and advanced knowledge and technical skills in a one major discipline area
Relates to: ULO1
UD05 Bachelor of Property Economics
- Identify theoretical and technical knowledge of economic, legal, social, cultural, global, physical, technological and sustainable contexts required to value, manage and develop property assets and investment portfolios
Relates to: ULO1, ULO3, Report, Final exam - Apply theoretical and technical knowledge and skills, methods, calculations, property technologies, and sustainability strategies to evaluate the feasibility of property development opportunities, to identify finance options for property investments, and to enhance the performance of assets or investment portfolios
Relates to: ULO1, ULO2, Report, Final exam - Think critically and innovatively to solve authentic property problems.
Relates to: ULO2, Report, Final exam - Collect and analyse data using industry-standard proprietary software and strategies to evaluate financial and property market trends to inform current and future property decisions.
Relates to: ULO2 - Communicate and negotiate with diverse, real-world audiences
Relates to: ULO3, Report - Apply ethical judgement and principles of sustainabilty to make positive global, economic, societal and environmental contributions.
Relates to: Report
Unit Outline: Summer 2026, Gardens Point, Internal
| Unit code: | EFB210 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 48 credit points of completed study |
| Equivalent: | EFX210 |
Overview
This unit introduces the fundamental concepts, theories and skills of financial management and how these are applied to solve problems associated with the decisions of financial managers. This is essential knowledge for financial decision makers. Topics include: an introduction to the financial institutional framework; an introduction to debt and equity instruments; financial mathematics; a firm's investment decision including Net Present Value and Internal Rate of Return; introduction to risk and return using the Capital Asset Pricing Model and Weighted Average Cost of Capital concept and risk management. Because of its fundamental nature, this unit is a prerequisite for more advanced units within the finance study area.
Learning Outcomes
On successful completion of this unit you will be able to:
- Demonstrate and apply knowledge of the finance theories, practices and markets used by financial managers. [KS 1.1, 1.2]
- Apply knowledge, technical, and technological skills to solve financial problems and make decisions. [HO 2.2]Relates to: UG Business Capabilities: HO (2.2)
- Demonstrate written communication skills to effectively and professionally explain financial information, thinking and decisions. [PC 3.1]Relates to: UG Business Capabilities: PC (3.1)
Content
Unit covers the role of the financial manager, basic financial economics, financial mathematics, debt and equity valuation, capital budgeting and project evaluation, the cost of capital, modern portfolio theory, risk and return, market efficiency and risk management with derivatives. It also covers asset classes such as equity, bonds, and real estate, along with basic data analysis across different asset classes using Excel.
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 unit has a formal class contact time in lectures and tutorials of approximately three hours. This takes place in face to face and online mode. Tutorial questions are to be completed prior to the tutorial as the tutorials provide the forum to discuss the materials covered and difficulties associated with applying different analytical skills.
As an introductory subject that requires economic, accounting and mathematical skills, the materials taught will often abstract from reality in order to remove unnecessary complexities. However, where possible the students will be provided with realistic examples to highlight the difficulties involved in financial management. As an example, the report asks students to analyse a relatively complex case study based on a realistic problem faced by a financial manager.
Outside of lectures and tutorials, students are encouraged to attend staff consultation times to gain additional assistance with the materials covered and feedback on their progress.
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 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: Report
You will need to analyse a complex capital budgeting problem using current technologies and write a report that summarises the investment and review the analysis performed.
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 and Summative: Formative and Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
Assessment: Final exam
A mix of problems and short essay questions based on material presented throughout the unit.
This invigilated examination requires attendance on campus or at an assessment centre, regardless of your attendance mode for the unit.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
Formative or Summative: Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
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
Resource Materials
Prescribed text(s)
Other
CFA Institute. (2014). Standards of practice handbook (11th ed.). Charlottesville, Virginia: CFA Institute.
http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n4.1
Students are encouraged to read the financial press on a regular basis. The Australian Financial Review and The Sydney Morning Herald provide an excellent coverage of financial news.
Scientific calculator. Programmable calculators are permitted, but they are neither essential nor do they provide any additional benefit.
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.
Engineers Australia Stage 1 Competency Standard for Professional Engineer
3: Professional and Personal Attributes
Relates to: Report
Relates to: Report
Relates to: Final exam
QUT Business Capabilities (Undergraduate)
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Report, Final exam
KS (1.1): Discipline Knowledge
Relates to: ULO1, Report, Final exam
KS (1.2): Technical and Technological Skills
Relates to: ULO1, Report, Final exam
PC (3.1): Professional Communication (Written)
Relates to: ULO3, Report, Final exam
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 integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
BS06 Bachelor of Business
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report
BS08 Bachelor of Business - International
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
UD01 Bachelor of Urban Development (Honours)
- Apply general theoretical knowledge and technical skills across a wide range of disciplines within the built environment context and advanced knowledge and technical skills in a one major discipline area
Relates to: ULO1
UD05 Bachelor of Property Economics
- Identify theoretical and technical knowledge of economic, legal, social, cultural, global, physical, technological and sustainable contexts required to value, manage and develop property assets and investment portfolios
Relates to: ULO1, ULO3, Report, Final exam - Apply theoretical and technical knowledge and skills, methods, calculations, property technologies, and sustainability strategies to evaluate the feasibility of property development opportunities, to identify finance options for property investments, and to enhance the performance of assets or investment portfolios
Relates to: ULO1, ULO2, Report, Final exam - Think critically and innovatively to solve authentic property problems.
Relates to: ULO2, Report, Final exam - Collect and analyse data using industry-standard proprietary software and strategies to evaluate financial and property market trends to inform current and future property decisions.
Relates to: ULO2 - Communicate and negotiate with diverse, real-world audiences
Relates to: ULO3, Report - Apply ethical judgement and principles of sustainabilty to make positive global, economic, societal and environmental contributions.
Relates to: Report
Unit Outline: Summer 2026, Online
| Unit code: | EFB210 |
|---|---|
| Credit points: | 12 |
| Pre-requisite: | 48 credit points of completed study |
| Equivalent: | EFX210 |
Overview
This unit introduces the fundamental concepts, theories and skills of financial management and how these are applied to solve problems associated with the decisions of financial managers. This is essential knowledge for financial decision makers. Topics include: an introduction to the financial institutional framework; an introduction to debt and equity instruments; financial mathematics; a firm's investment decision including Net Present Value and Internal Rate of Return; introduction to risk and return using the Capital Asset Pricing Model and Weighted Average Cost of Capital concept and risk management. Because of its fundamental nature, this unit is a prerequisite for more advanced units within the finance study area.
Learning Outcomes
On successful completion of this unit you will be able to:
- Demonstrate and apply knowledge of the finance theories, practices and markets used by financial managers. [KS 1.1, 1.2]
- Apply knowledge, technical, and technological skills to solve financial problems and make decisions. [HO 2.2]Relates to: UG Business Capabilities: HO (2.2)
- Demonstrate written communication skills to effectively and professionally explain financial information, thinking and decisions. [PC 3.1]Relates to: UG Business Capabilities: PC (3.1)
Content
Unit covers the role of the financial manager, basic financial economics, financial mathematics, debt and equity valuation, capital budgeting and project evaluation, the cost of capital, modern portfolio theory, risk and return, market efficiency and risk management with derivatives. It also covers asset classes such as equity, bonds, and real estate, along with basic data analysis across different asset classes using Excel.
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 unit has a formal class contact time in lectures and tutorials of approximately three hours. This takes place in face to face and online mode. Tutorial questions are to be completed prior to the tutorial as the tutorials provide the forum to discuss the materials covered and difficulties associated with applying different analytical skills.
As an introductory subject that requires economic, accounting and mathematical skills, the materials taught will often abstract from reality in order to remove unnecessary complexities. However, where possible the students will be provided with realistic examples to highlight the difficulties involved in financial management. As an example, the report asks students to analyse a relatively complex case study based on a realistic problem faced by a financial manager.
Outside of lectures and tutorials, students are encouraged to attend staff consultation times to gain additional assistance with the materials covered and feedback on their progress.
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 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: Report
You will need to analyse a complex capital budgeting problem using current technologies and write a report that summarises the investment and review the analysis performed.
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 and Summative: Formative and Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
Assessment: Final exam
A mix of problems and short essay questions based on material presented throughout the unit.
This invigilated examination requires attendance on campus or at an assessment centre, regardless of your attendance mode for the unit.
This assessment item is Verified Identity Assessment. Requirements are provided on the Unit Canvas site.
The use of generative artificial intelligence (GenAI) tools is prohibited during this assessment.
Formative or Summative: Summative
Business Capabilities (AoL goals): KS (1.1, 1.2), HO (2.2), PC (3.1)
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
Resource Materials
Prescribed text(s)
Other
CFA Institute. (2014). Standards of practice handbook (11th ed.). Charlottesville, Virginia: CFA Institute.
http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n4.1
Students are encouraged to read the financial press on a regular basis. The Australian Financial Review and The Sydney Morning Herald provide an excellent coverage of financial news.
Scientific calculator. Programmable calculators are permitted, but they are neither essential nor do they provide any additional benefit.
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.
Engineers Australia Stage 1 Competency Standard for Professional Engineer
3: Professional and Personal Attributes
Relates to: Report
Relates to: Report
Relates to: Final exam
QUT Business Capabilities (Undergraduate)
HO (2.2): Independent Judgement and Decision-Making
Relates to: ULO2, Report, Final exam
KS (1.1): Discipline Knowledge
Relates to: ULO1, Report, Final exam
KS (1.2): Technical and Technological Skills
Relates to: ULO1, Report, Final exam
PC (3.1): Professional Communication (Written)
Relates to: ULO3, Report, Final exam
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 integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
BS06 Bachelor of Business
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report
BS08 Bachelor of Business - International
- Demonstrate and apply integrated discipline (including technical) knowledge across the broad field of business with depth in one or more core business disciplines.
Relates to: ULO1, Report, Final exam - Apply technical and technological skills appropriate and effective for real world business purposes and contexts.
Relates to: ULO1, Report, Final exam - 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: ULO2, Report, Final exam - Use information literacy skills, and communicate effectively and professionally in written forms and using media appropriate for diverse purposes and contexts.
Relates to: ULO3, Report, Final exam
UD01 Bachelor of Urban Development (Honours)
- Apply general theoretical knowledge and technical skills across a wide range of disciplines within the built environment context and advanced knowledge and technical skills in a one major discipline area
Relates to: ULO1
UD05 Bachelor of Property Economics
- Identify theoretical and technical knowledge of economic, legal, social, cultural, global, physical, technological and sustainable contexts required to value, manage and develop property assets and investment portfolios
Relates to: ULO1, ULO3, Report, Final exam - Apply theoretical and technical knowledge and skills, methods, calculations, property technologies, and sustainability strategies to evaluate the feasibility of property development opportunities, to identify finance options for property investments, and to enhance the performance of assets or investment portfolios
Relates to: ULO1, ULO2, Report, Final exam - Think critically and innovatively to solve authentic property problems.
Relates to: ULO2, Report, Final exam - Collect and analyse data using industry-standard proprietary software and strategies to evaluate financial and property market trends to inform current and future property decisions.
Relates to: ULO2 - Communicate and negotiate with diverse, real-world audiences
Relates to: ULO3, Report - Apply ethical judgement and principles of sustainabilty to make positive global, economic, societal and environmental contributions.
Relates to: Report