BCom Honours in Investment Management - Department of Finance and Investment Management - UJ
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FACULTY OF ECONOMIC AND FINANCIAL SCIENCES
Department of Finance
and Investment Management
BCom Honours
in Investment
Management
Invest in Yourself – Think FINANCE
Table of Contents 1. Rules of access 2 2. Skills-assessment opportunity 3 3. Closing date for applications 4 4. Application and selection process 4 5. Registration and fees 5 6. Commencement of lectures 6 7. Curriculum 6 8. Language medium 7 9. Lectures and programmes 7 10. Prescribed material 7 11. Assessment 7 12. Composition of marks 7 13. Application procedures 8 14. Bridging Programme 10 15. Enquiries 10
BCom Honours
in Investment
Management
The primary purpose of the BCom
Honours (Investment Management)
programme is to strengthen
the applicant’s knowledge and
comprehension in the disciplines
of investment management. The required to write a skills-assessment
programme is comprised of a broad- during November and all applications
based curriculum to prepare the post- are subjected to a selection process.
graduate student for a wide range of
investment-related specialities. The An applicant that completed the
curriculum includes eight topic areas Bridging Programme in Finance and
ranging from quantitative investment that would like to apply for the BCom
analysis to equity investment, Honours (Investment Management)
financial engineering and portfolio programme must obtain an average
management. The programme of 65% for all nine modules, with no
emphasises application, analysis and module with a result of below 55%, in
evaluation within each topic area as order to qualify to apply. Applicants
well as the application of integrity and that completed the Bridging
ethics in a professional environment. Programme in Finance MUST also
write the skills-assessment.
Rules of access Applicants that have not completed
Applicants in possession of (a) a their BCom (Finance) or related
BCom (Finance) or BCom (Investment qualification may not register for
Management) qualification OR the BCom Honours (Investment
any related qualification with a Management) programme even if
programme specific minimum NQF they are provisionally accepted based
level 7 competency with Investment on the selection process. This is an
Management as a major subject or academic rule as per the UJ Academic
(b) any Bachelor’s degree together Regulations (available on the UJ
with the appropriate bridging website).
programme results. Participation in Meeting the minimum admission
the CFA® Programme or the CAIA® requirements does not assure
Programme may also be taken into acceptance into the programme as
consideration when a student does not all applicants will be subjected to a
conform to the requirements set out selection process as determined by the
in (a) and/or (b) when applying to the Department of Finance and Investment
Department of Finance and Investment Management.
Management. Applicants will be
2
Skills-assessment • Alternative investments;
opportunity • Foreign exchanges and
As part of the selection process for • Derivatives
acceptance into the BCom Honours The total assessment is 3 hours in
(Investment Management) programme length; please ensure to be at the
a skills-assessment opportunity has venue before the starting time as
been scheduled for all applicants indicated below.
that apply. The skills-assessment
Applicants do NOT need to study
opportunity is one of the tools used
specifically for the skills-assessment
to select applicants for admission
opportunity as it will assess
into the BCom Honours (Investment
embedded knowledge of the above
Management) programme. Applicants
topics at an undergraduate level. If
must please note that the writing of
applicants would like to prepare for
the skills-assessment is compulsory
the assessment opportunity, they
for all applicants (there will be no
could revise the fundamental aspects
exceptions).
of the above topics covered in the
An English language proficiency undergraduate syllabus. As the BCom
assessment forms part of the skills- Honours (Investment Management)
assessment opportunity. programme is only offered in English,
Applicants that do not write the skills- the skills-assessment opportunity can
assessment will not be considered only be written in English.
for the BCom Honours (Investment Applicants must write the skills-
Management) programme. Applicants assessment for both their first and
will NOT be granted a second or second choice in case they are not
special opportunity to write the skills- successful in either one application.
assessment opportunity at a later date.
Applicants should bring proof of
Two dates have been scheduled to identity (ID or student card), writing
write the skills-assessment opportunity. materials (pencil, sharpener and
Applicants may select either date to eraser) and a financial calculator
write, but may write only once. to the assessment opportunity.
The skills-assessment opportunity will Applicants must know their student
consist of multiple choice questions at number, as only your student number
third year level (which is at CFA level and surname will be written on the
1), addressing the following topics, answer sheet. Paper will be provided.
of relevance relating to the BCom The details of the skills-assessment
Honours (Investment Management): opportunity are as follows:
• Current news;
• Mathematics and financial
calculations;
• Equity;
• Fixed income;
• Portfolio management;
• Corporate finance;
3
Option 1 Option 2
Date: Friday 20 November 2015 Date: 21 November 2015
Time: 08:00 – 12:00 Time: 08:00 – 12:00
Venue: D1 Lab 208, APK Campus Venue: D1 Lab 208, APK Campus
All students that are accepted into the Failure to submit all the required
Honours in Investment Management documentation or submitting your
have to be at a compulsory pre- application late will result in your
orientation meeting on Wednesday application not being considered
2 December. The information on the for the BCom Honours (Investment
session will be communication via Management) programme.
email closer to the time. All prospective applicants will be
NOTE: Applicants can ONLY attend subjected to a selection process. The
and write the skills assessment once, selection process includes the skills-
either the 20st or the 21nd. Ensure assessment opportunity which will take
to be at the venue 15 minutes prior place during November 2015 (dates
to the starting time (i.e. at 7.45am). stated above) and is compulsory for
all applicants. The date and time of
Closing date for the skills-assessment will be confirmed
applications with applicants via the e-mail address
The closing date is the last Friday of provided on their application (Please
October at 12:00 annually for foreign ensure that you provide the correct
(i.e. non-South African resident) email address when submitting your
applicants and for South African application). Prospective applicants
resident applicants for study in the must please note that there will only
following academic year. All foreign be one round of skills-assessments
applicant’s (i.e. international applicants) opportunities.
applying should consult with the
International Admissions Office at the
University of Johannesburg on 011 559
4517 or visit:
http://www.uj.ac.za/EN/STUDYATUJ/
INTERNATIONAL/Pages/home.aspx
Application and
selection process
Applicants can be done in one of
two ways, either online or manually
via a paper based application form.
More information regarding the
application process is available
from: http://www.uj.ac.za/EN/
StudyatUJ/StudentEnrolmentCentre/
ApplicationProcess/Pages/home.aspx
4
All applicants who wish to apply Sciences at A Ring 2. A registration
for the BCom Honours (Investment deposit must be paid in early January
Management) programme are required each year. The exact cost of the BCom
to submit, along with their application Honours (Investment Management)
forms, a short written motivation (not programme will be communicated in
longer than one page) as to why they the acceptance letter.
plan to enrol for the BCom Honours The programme fees for the
(Investment Management) programme, 2015 BCom Honours (Investment
and why they should be selected. Management) programme were
Applicants that are not successful R3 040 per module (there are 8
in their application for the BCom modules). Please note that the
Honours (Investment Management) R3 040 is only an indication as the fees
programme will be routed to the for 2015 will only be communicated
Bridging Programme in Finance. to successful applicants in their
Please consult the information acceptance letter.
document regarding the Bridging Full time applicants will register for all
Programme in Finance. of the eight modules in 2016, while
Registration and fees part-time applicants will register for the
eight modules over a two year period.
Registration details for the 2016 BCom
Honours (Investment Management) The above course fees excludes a
programme will be communicated to 2016 non-refundable registration fee
successful applicants by the second and a non-refundable ICT levy, as
Friday in December 2015. Please well as residence fees and prescribed
do not contact the department textbooks.
regarding your application status More information regarding the fees
as the department does not deal (excluding the specific module fees)
with administration of applications is available from: http://www.uj.ac.za/
and registrations. Application and EN/StudyatUJ/StudentFinance/Fees/
registration admin is dealt with by the Pages/home.aspx
Faculty of Economic and Financial
5
Commencement of Curriculum
lectures The BCom Honours (Investment
BCom Honours (Investment Management) programme is presented
Management) lectures will commence on a full-time basis over one year and
the first week of February 2016. on a part-time basis over two years.
Successful applicants will be supplied All modules offered in the evenings
with a detailed programme, timetable only for both full-time and part-time
and booklist when they receive their students. Applicants have to pass
acceptance letters via email. all eight modules independently to
graduate with the BCom Honours
(Investment Management) degree.
Module information:
*Module Code Semester If Part-Time
Equity Investments BLB11X7 1 Year 2
Quantitative Investment Analysis BLB10X7 1 Year 1
Forex Exposure Management BLB09X7 1 Year 2
Research Methodology BLB18X7 1 Year 1
Retirement Finance BLB18X7 2 Year 1
Interest-bearing Investment BLB15X7 2 Year 1
Portfolio Management BLB05X7 2 Year 2
Financial Engineering BLB14X7 2 Year 2
*The module and module content for the 2016 programme may be amended.
Any 2016 modules and module content changes will be communicated in the
acceptance letter.
For detailed module outcomes please consult the Faculty of Economic and
Financial Science 2016 year book on curricular programmes.
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Language medium formal lectures, class discussions, the
Internet (including BlackBoard) and
Lectures and examinations will only be
your own research.
presented in English.
The reading of financial books,
Lectures and programmes magazines, daily and weekly
All first year applicants both full- newspapers, e-reading and following
time and part-time, must attend a daily news and business news and
compulsory 4-day summer school in events on television has proven to be
January 2016 (Dates will be provided of great value in the past. The creation
once acceptance letters are sent to of a reading ethic outside of the BCom
successful applicants). The purpose of Honours (Investment Management)
the summer school is to ensure that curriculum is of critical importance in
all applicants start at the same level being a successful student and future
of required knowledge. Assessments employee.
may be written during the summer
school. The summer school assessment
Assessment
results must be seen as a benchmark Students will complete a number of
of required knowledge vs. actual assessments throughout the duration
knowledge. Any registration and of each module. Assessments may
administrative problems will also be take the form of written assessment
addressed during the summer school. opportunities (i.e. tests), as well as
class assessments, assignments and/or
Lectures will be presented by full-
projects. A last assessment opportunity
time academics and occasional guest
in the form of an examination will be
lecturers. Accepted applicants are
completed at the end of each module.
expected to attend lectures regularly
and an attendance register may be Composition of marks
taken at each class. The programme
is not suitable for distance learning or Your studies are your responsibility.
correspondence applicants. Although the lecturers share that
responsibility with you, you will
In addition to lectures, there will also determine how well or poorly you
be tutorial classes to assist students perform in each subject and your
with the material covered in the degree. You have to ensure that you
lecture. Details of the tutorial classes prepare for, and attend classes, make
will be communicated by the lecturer use of consulting hours and set up
at the start of each module. appointments to discuss subject
matter that is not clear, study and write
Prescribed material assessments throughout the academic
The prescribed textbook for each year.
module will be communicated
Each module lecture will publish
to successful applicants in their
their module mark calculation in
acceptance letters. The prescribed
the module work programme at the
textbook is by no means sufficient to
commencement of the module on
pass each specific module. Various
uLink (https://ulink.uj.ac.za/index.html)
sources of information will have to be
and in the module work programme.
combined to pass each module, i.e.
Please note: You may be expected to
7
write unannounced class tests during Application procedures
the semester. Your final module mark
Applications for the 2016 academic
will be calculated as follows:
year will close on last Friday in October.
• A module mark of at least 40% The selection process will take place
is required for admission to the
during November and students will
last assessment opportunity
(examination) be advised of the outcome during
December.
• Students that do not obtain a
module mark of 40% and above, No late application will be
will not be allowed to write the last considered. Each student needs to
assessment opportunity. submit a completed application form
• Module marks will count 50% via the UJ online application portal
towards the final mark available at: http://www.uj.ac.za/apply
• The final assessment will carry a Online applications are preferred,
weighting of 50% towards the final however manual applications will
module mark
also be considered.
• A final mark for each module of 50%
or above must be achieved to pass All prospective applicants that wish
a module to apply to study the B.Com Honours
• A student passes a module with (Investment Management) MUST
distinction if he/she obtains a final submit the following documents before
mark of at least 75% the above deadlines:
If a combined average of 75% is • Certified copy of identity document
obtained for all modules in the BCom (or passport if foreign student);
Honours (Investment Management) • Certified copy of your Grade 12
programme. The degree BCom (matric) certificate;
Honours (Investment Management) will • Certified copy of your degree
be awarded Cum-Laude. certificate (if you have already
completed your undergraduate
Assessment activities such as degree);
written assessments (i.e. tests), class
assessments, assignments, and/or
projects will constitute the module
mark, as outlined above.
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• Certified copy of an official • SAQA evaluations certificate if your
academic record and certificate highest academic qualification was
of conduct issued by your not obtained at a South African
undergraduate university (if you university;
are currently completing your • Status applications form (if your
undergraduate studies, then your highest academic qualification
most recent academic record). The was obtained from an institution
academic record and certificate of other than UJ or the former RAU or
conduct submitted MUST include TWR). The status application form
all courses taken by a prospective is available from: http://www.uj.ac.
student (i.e. not only a list of courses za/EN/Faculties/ecofin/application/
passed). Failure to submit a full list Pages/default.aspx
of courses taken may disqualify a
prospective student; If all the above documentation is
• A short written motivation as to why not submitted before the last Friday
you think you should be selected of October applications will not be
for the BCom Honours (Investment considered
Management) programme;
9Bridging Programme Enquiries
Candidates that are interested in For general departmental information
doing the BCom Honours (Investment please consult the departmental
Management) degree but did not website:
complete Investment Management http://www.uj.ac.za/EN/Faculties/
as a major subject or did not meet ecofin/fininvestman/Pages/default.aspx.
the minimum admission requirements
in their undergraduate degree can All enquiries related to the above
complete the Bridging Programme content should be addressed to:
in Finance. Details’ regarding the dfiminfo@uj.ac.za
bridging programme is available from:
http://www.uj.ac.za/EN/
Faculties/ecofin/fininvestman/
coursesandprogrammes/Pages/
default.aspx
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