Code | Name of the Course Unit | Semester | In-Class Hours (T+P) | Credit | ECTS Credit |
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ISL435 | FUNDAMENTAL AND TECHNICAL ANALYSIS IN FINANCIAL MARKETS | 5 | 3 | 3 | 5 |
GENERAL INFORMATION |
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Language of Instruction : | Turkish |
Level of the Course Unit : | BACHELOR'S DEGREE, TYY: + 6.Level, EQF-LLL: 6.Level, QF-EHEA: First Cycle |
Type of the Course : | Elective |
Mode of Delivery of the Course Unit | - |
Coordinator of the Course Unit | Assist.Prof. DİDEM TETİK KÜÇÜKELÇİ |
Instructor(s) of the Course Unit | |
Course Prerequisite | No |
OBJECTIVES AND CONTENTS |
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Objectives of the Course Unit: | This course aims to enable students to interpret the price movements of investment instruments traded in financial markets by using the basic principles and analyzes on which the science of finance is based. |
Contents of the Course Unit: | It consists of financial statements analysis, market news and explanations, Dow Theory, linear, bar and candlestick charts, bear and bull formations, continuation and reversal patterns and technical indicators' concepts and applications. |
KEY LEARNING OUTCOMES OF THE COURSE UNIT (On successful completion of this course unit, students/learners will or will be able to) |
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Have a general knowledge about the structure of financial markets. |
They can understand and interpret the effects of uncertainty and risk indicators in the markets on all kinds of financial instruments. |
In addition to interpreting national and global news and macroeconomic statements, they can see how these indicators can have an impact on financial instruments. |
They can make future price predictions by making use of past price movements. |
WEEKLY COURSE CONTENTS AND STUDY MATERIALS FOR PRELIMINARY & FURTHER STUDY |
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Week | Preparatory | Topics(Subjects) | Method |
1 | Review of the syllabus. | Introduction to Financial Markets and the points to be considered in the investment process. | Lecture, discussing, problem solving. |
2 | Reading the relevant chapter of the course book. | Fundamental Analysis Concept and General Principles | Lecture, discussing, problem solving. |
3 | Reading the relevant chapter of the course book. | Financial Statements Analysis and Interpretation | Lecture, discussing, problem solving. |
4 | Reading the relevant chapter of the course book. | Market Disclosures and Interpretation | Lecture, discussing, problem solving. |
5 | Reading the relevant chapter of the course book. | Other Indicators to Watch and Interpretation | Lecture, discussing, problem solving. |
6 | Reading the relevant chapter of the course book. | Technical Analysis Concept and General Principles | Lecture, discussing, problem solving. |
7 | Reading the relevant chapter of the course book. | Dow Theory and Assumptions | Lecture, discussing, problem solving. |
8 | - | MID-TERM EXAM | - |
9 | Reading the relevant chapter of the course book. | Chart Types Used in Technical Analysis | Lecture, discussing, problem solving. |
10 | Reading the relevant chapter of the course book. | Bullish Patterns on Candlestick Charts | Lecture, discussing, problem solving. |
11 | Reading the relevant chapter of the course book. | Bearish Patterns on Candlestick Charts | Lecture, discussing, problem solving. |
12 | Reading the relevant chapter of the course book. | Continuation and Reversal Patterns in Candlestick Charts | Lecture, discussing, problem solving. |
13 | Reading the relevant chapter of the course book. | Technical Indicators and Interpretation - I | Lecture, discussing, problem solving. |
14 | Reading the relevant chapter of the course book. | Technical Indicators and Interpretation - II | Lecture, discussing, problem solving. |
15 | Reading the relevant chapter of the course book. | General Review and Examples from the Market | Lecture, discussing, problem solving. |
16 | - | FINAL EXAM | - |
17 | - | FINAL EXAM | - |
SOURCE MATERIALS & RECOMMENDED READING |
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Yıldırım, H. (2021). Piyasaları Resmetmek: Temel ve Teknik Analizi Esas Alan Uygulamalar. Himalaya Yayınları. |
Mergen, A. (1998). Grafiklerle Borsa - Uygulamalı Teknik Analiz. Beta Yayınları |
ASSESSMENT |
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Assessment & Grading of In-Term Activities | Number of Activities | Degree of Contribution (%) | Description | Examination Method |
Mid-Term Exam | 1 | 50 | ||
Final Exam | 1 | 50 | ||
TOTAL | 2 | 100 |
Level of Contribution | |||||
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0 | 1 | 2 | 3 | 4 | 5 |
KNOWLEDGE |
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Theoretical |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Define concepts such as management, manager and leader.
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2 |
Analyze the accuracy, reliability and validity of the new information obtained from the data.
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KNOWLEDGE |
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Factual |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Report the obtained data.
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2 |
Prepare software and projects related with the field.
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SKILLS |
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Cognitive |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Use the appropriate resources for data analysis related with the field.
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2 |
Analyze the work processes.
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SKILLS |
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Practical |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Manage projects as part of a team.
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2 |
Apply the material, techniques and analyzes in relation with the subject for project and work flows.
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OCCUPATIONAL |
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Autonomy & Responsibility |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Fulfill responsibility with a focus on result in individual and team studies.
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OCCUPATIONAL |
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Learning to Learn |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Recognizes what he/she knows about his/her field or not.
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2 |
Act the theoretical knowledge in real life with learning to learn approach.
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3 |
Apply different methods and techniques with an innovative approach in his/her research.
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OCCUPATIONAL |
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Communication & Social |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Apply the results obtained in accordance with voluntarism and social responsibility projects.
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2 |
Establish a healthy contact with colleagues
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3 |
Share the analyzes and obtained results with colleagues.
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4 |
Cooperate with colleagues at international level with the help of foreign language competency.
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OCCUPATIONAL |
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Occupational and/or Vocational |
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Programme Learning Outcomes | Level of Contribution | ||||||
0 | 1 | 2 | 3 | 4 | 5 | ||
1 |
Behave in accordance with ethical values regarding the collection, analysis and reporting of data.
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2 |
Participate the design of work processes and systems with full quality.
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3 |
Cooperate with other employees for the continuation of sustainability in the profession.
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WORKLOAD & ECTS CREDITS OF THE COURSE UNIT |
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Workload for Learning & Teaching Activities |
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Type of the Learning Activites | Learning Activities (# of week) | Duration (hours, h) | Workload (h) |
Lecture & In-Class Activities | 14 | 3 | 42 |
Preliminary & Further Study | 14 | 1 | 14 |
Land Surveying | 0 | 0 | 0 |
Group Work | 0 | 0 | 0 |
Laboratory | 0 | 0 | 0 |
Reading | 10 | 4 | 40 |
Assignment (Homework) | 5 | 1 | 5 |
Project Work | 0 | 0 | 0 |
Seminar | 0 | 0 | 0 |
Internship | 0 | 0 | 0 |
Technical Visit | 0 | 0 | 0 |
Web Based Learning | 0 | 0 | 0 |
Implementation/Application/Practice | 0 | 0 | 0 |
Practice at a workplace | 0 | 0 | 0 |
Occupational Activity | 0 | 0 | 0 |
Social Activity | 0 | 0 | 0 |
Thesis Work | 0 | 0 | 0 |
Field Study | 0 | 0 | 0 |
Report Writing | 0 | 0 | 0 |
Final Exam | 1 | 1 | 1 |
Preparation for the Final Exam | 1 | 10 | 10 |
Mid-Term Exam | 1 | 1 | 1 |
Preparation for the Mid-Term Exam | 1 | 10 | 10 |
Short Exam | 0 | 0 | 0 |
Preparation for the Short Exam | 0 | 0 | 0 |
TOTAL | 47 | 0 | 123 |
Total Workload of the Course Unit | 123 | ||
Workload (h) / 25.5 | 4,8 | ||
ECTS Credits allocated for the Course Unit | 5,0 |