Evaluate the role and importance of the capital market

Reference no: EM132277619

Learning Outcomes

• Examine the working of the financial system including financial institutions and financial instruments present today.
• Evaluate the role and importance of the capital market, money market, new issue market and the stock market to source funds and manage risk.
• Apply the concepts of present value, future value, compounding discounting, annuities etc which are essential to understand how financial instruments are priced and how they operate.
• Distinguish between the various bank and non-bank deposit and loan products for managing business and make calculations related to bank and non-bank deposit, loan and investment products.

PORTFOLIO: 1

Banks are an integral part of the Oman's economy. Using the services offered by financial institutions depends upon the requirements and choice of the customers. In this scenario you are asked to investigate the need for basic banking practices by capturing following points.

1. Identify the different kinds of banks and financial institutions functioning in Oman.
2. What type of services do banks offer to the customers? Highlight the financial services that you need as a college student.
3. Critically evaluate the costs and benefits associated with opening a bank account?

Guidelines:
1. Not less than 1000 - 1200 words
2. To be submitted only through MOODLE

PORTFOLIO: 2

Apply your understanding about the present value and future value of annuities and prepare TWO Loan EMI (EMI = Equated Monthly Installments) payment schedules based on the following instructions,
1. Loan Summary and schedule of Short term loan
2. Loan Summary and schedule of Long term loan

Guidelines:
1. Suggested Short term Loan period is 1 year to 3 years
2. Suggested Long term Loan period is 7 years and above
3. Each loan summary should not be more than 150 words (Total max. words 300)
a. What type of loan is chosen?
b. Why it is chosen?
c. Interest rate, number of years (loan period) and loan amount to be assumed and clearly stated
d. Starting date and ending date of the loan period is to be mentioned
4. The payment schedule should cover the following,
a. Serial No.
b. Date (period)
c. EMI amount (EMI = Equated Monthly Installments)
d. Principal component of the EMI
e. Interest component of the EMI
f. Interest paid - to date
g. Principal paid - to date
h. Principal balance
5. To be submitted only through MOODLE
6. Submission by week 10

PORTFOLIO: 3

Field Visit:
You are requested to choose ONE financial institution operating in Oman and critically evaluate the operations of the chosen institution. You are expected to VISIT the chosen financial institution on your own and complete the tasks outlined below. The chosen institution has to be approved by the Module Instructor. It is suggested that your VISIT to the chosen financial institution may comprise of but not limited to spending quality time in the institution to observe the operations and interacting with the stakeholders formally and informally.

Your report must be underpinned with academic material from journals and books and referenced appropriately.

Outline for the preparation of report and presentation:
a. Discuss about the institution: The discussion to include the following,
i. Origin and major milestones of the institution
ii. Key personnel
iii. Current status in the Financial Market (No. of branches, revenue generated, profit achieved, no. of employees, competitors etc...)
b. Evaluate the Products and/or Services
Choose Three of the products and/or services offered by the institution
i. Analyze the features of chosen products and/or services
ii. Evaluate the processes, procedures and documentation involved of the chosen products and/or services
iii. Samples of application forms, brochures, handbills etc... about the chosen products and/or services

Task 1 - Report
Guidelines:
a. Report should contain all the points from the above mentioned outline
b. Not less than 1200 - 1500 words
c. To be submitted only through MOODLE
d. Submission by week 12

Task 2 - Presentation
Guidelines:
a. PPT should capture all the points from the above mentioned outline.
b. Evidences of your visit to the chosen financial institution and proof of interaction with the stakeholders of the institution like photos, Questionnaires used for interviews or interactions etc. Proof of visit should be presented as part of the presentation.
c. Hard copies of samples of application forms, brochures, handbills etc... about the chosen products and/or services collected during the visit to be submitted at the time of presentation.
d. PPT should be uploaded in the moodle prior to the presentation.
e. Duration: set up 2 mins; presentation 12 mins; questions 5 mins & wind up 1 min

Reference no: EM132277619

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Reviews

len2277619

4/8/2019 10:56:47 PM

b. Questions & Answers Excellent and original response to the questions. Shows excellent understanding of the relevant concepts and products and/or services offered by the chosen institution. c. Evidences: Evidences of the visit to the chosen financial institution and proof of interaction with the stakeholders of the institution like photos, Questionnaires used for interviews or interactions etc. Proof of visit should be presented as part of the Excellent presentation of all relevant evidences. Outstanding presentation, logically structured, using correct grammar General and spelling, accurate referencing and bibliography correctly using the Harvard Style.

len2277619

4/8/2019 10:56:30 PM

and/or services offered by the institution): i. Analyze the features of chosen products and/or services ii. Evaluate the processes, procedures and documentation involved for the chosen products and/or services and/or services offered by the institution. Excellent analysis of features of the chosen products and/ or services. The discussion is extremely coherent with the analysis. Excellent evaluation of processes, procedures and documentation involved for the chosen products and/ or services. Very detailed and comprehensive covering all aspects

len2277619

4/8/2019 10:56:22 PM

3. Critically evaluate the cost and benefits associated with opening a bank account? Excellent Analysis and evaluation of the cost and benefits associated with opening a bank account with demonstration of independent and original thought. Portfolio 2: Loan amortization schedule 1. Loan Summary and schedule Loan summary and of Short term loan loan schedule covers all aspects. Outstanding application of numeracy skills and excellent ability to apply the tools. 2. Loan Summary and schedule of Long term loan a. Discussion about the chosen institution: i. Origin and major milestones of the institution ii. Key personnel iii. Current status in the Financial Market (No. of branches, revenue generated, profit achieved, no. of employees, competitors etc…) Excellent discussion covering origin and major milestones of the institution, key personnel of the institution and the institution’s current status in the financial market.

len2277619

4/8/2019 10:56:04 PM

Criteria/Grade Portfolio 1: Types of Banks & Services 1. Identify the different kinds of banks and financial institutions functioning in Oman. For a mark of >70% Portfolio 1: Types of Banks & Services Excellent discussion on the on various kinds of banks, capturing the major financial institutions and their functions in Oman are explained with excellent clarity. 2. What type of services do banks offer to the customers? Highlight the financial services that you need as a college student. Excellent evaluation of the services offered by banks. Need of financial services for students is explained with demonstration of independent and original thought.

len2277619

4/8/2019 10:55:25 PM

Portfolio 3: Field Visit – Task 1 – report: 25 marks Week 12 than 1200 Discuss about the institution 5 Evaluate the Products and/or Services 20 Portfolio 3: Field Visit – Task 2 – presentation: 25 marks Week 13 Power point presentation Communication skills, Clarity in presentation and design and neatness of PPT 10 Questions & Answers 10 Evidences 5 Total 100 marks 2500

len2277619

4/8/2019 10:55:18 PM

Contents Marks Timeline Word Limit Portfolio 1: Types of Banks & Services – 30 marks Week 7 Not less than 1000 Identify the different types of banks and financial institutions functioning in Oman 10 What type of services do banks offer to the customers? Highlight the financial services that you need as a college student. 10 Evaluate the cost and benefits associated with opening a bank account? 10 Portfolio 2: Loan Schedule – 20 marks Week 10 Not more than 300 Loan Summary and Schedule of short term loan 10 Loan Summary and Schedule of long term loan 10 Portfolio 3: Field Visit – 50 marks Not less

len2277619

4/8/2019 10:55:11 PM

g. Evaluation criteria: Criteria Marks Communication skills, Clarity in presentation and design and neatness of PPT 10 Questions & Answers 10 Evidences 5 Total 25

len2277619

4/8/2019 10:54:59 PM

• This is an assignment to be completed by each student individually. • The portfolio consists of 3 compulsory portfolios. • The report should have table of contents and appropriate references using Harvard style of referencing and in-text citations are mandatory. • The report should be done in Word, font style Times New Roman, font size 12 and text color black. • Upon the discretion of the faculty, students may be called for the VIVA-VOCE. Failing to appear for VIVA or to respond to the questions asked during VIVA may lead to fail in the assessment. • Marks awarded in the assessment is provisional till it is approved by the Exam Board

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