Unit Code:
Unit Title:
BFN 424
FINANCIAL ASSET MANAGEMENT
Program(s):
Lecturer Name:
Lecturer Contacts:
Consultation time :
BACHELOR OF COMMERCE
MR. PHILIP OCHARO
Email: Philip.ocharo@zetech.ac.ke , Phone No:0726830935
Fridays from 1700hrs
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UNIT DESCRIPTION/ OBJECTIVES OF THE UNIT
The course is intended to equip the learners with knowledge on the role and purpose of asset
managers, organization and regulations of asset management firms and ethics in asset
management
EXPECTED LEARNING OUTCOMES
By the end of this unit you will be able to:
1. Explain the meaning of asset management
2. Discuss the types of financial asset management
3. Explain the various forms of real estates
4. Appreciate the ethics and regulations in assets management
COURSE SYLLABUS AND SCHEDULE
Class/Week
1
2&3
Topic
Introduction
management
Types of assets
Authorized on 17/01/2018
to
Sub topic
asset

Definitions, benefits of asset management

financial assets, real assets, contingent assets
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
4&5
Mutual funds
6
CAT1/ ASSIGNMENT
7&8
Pension funds

types, pension managers, pension custodians,
regulation of pension funds
9&10
Investment funds and
trusts

meaning, types of investment funds and trusts
11
CAT2/ASSIGNMENT2
12
Real estate investments
13
REVISION
Types of real estate investment, how to invest,
advantages, factors to consider before
investment
REVISION
14
EXAMINATIONS
EXAMINATIONS
meaning of mutual funds, benefits of mutual
funds, structure of mutual funds, investment
objective classes, regulation of mutual funds
CAT1/ASSIGNMENT
CAT2/ASSIGNMENT2

TEACHING/LEARNING METHODOLOGY
Lectures, class discussion and presentations, analytical questions, projects, case study, research
and term papers, use of visual aids, illustrations, field trips, visiting lecturers, Group/class
discussions,etc.
INSTRUCTIONAL MATERIALS
Use of Tablet, Smart board, LCD projector & Computers, Flipcharts, televisions, videos
ASSESSMENT CRITERIA
Assessment Type
Assignment/presentation
CATs
Final Examination
Total
Frequency
2
2
1
Percentage
10%
20%
70%
100%
COURSE TEXTBOOKS
Authorized on 17/01/2018
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1. Brigham, E.F. & Ehrhardt, M.C (2013). Financial Management: Theory and Practice, 14 Ed,
, Australia, South Western College Pub.
2. Hirt, G.A. Fundamentals of Investment Management, 10 Ed, New York
3. Sharan, V Fundamental of Fianancial Management, 3rd Ed, Pearson Education, India
Reference Text books
1. Brueggeman W. B and Fisher J. D. Real Estate Finance and Investments, 13th Ed. McGraw
Hill Education, New York
Pandey, I. M. Financial Management, New Delhi, Vikas Publishing House
Approval for circulation by:
Unit lecture name: PHILIP OCHARO
Hod name: HENRY KIOGORA
Authorized on 17/01/2018
signature: ………P.O…………….
signature: ………………………….
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