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Investment and Financial Management

Module WI000219

This Module is offered by Chair of Financial Management and Capital Markets (Prof. Kaserer).

This module handbook serves to describe contents, learning outcome, methods and examination type as well as linking to current dates for courses and module examination in the respective sections.

Module version of SS 2012

There are historic module descriptions of this module. A module description is valid until replaced by a newer one.

Whether the module’s courses are offered during a specific semester is listed in the section Courses, Learning and Teaching Methods and Literature below.

available module versions
SS 2021WS 2020/1WS 2018/9SS 2012WS 2011/2

Basic Information

WI000219 is a semester module in German language at Bachelor’s level and Master’s level which is offered in winter semester.

This Module is included in the following catalogues within the study programs in physics.

  • Catalogue of soft-skill courses
Total workloadContact hoursCredits (ECTS)
180 h 60 h 6 CP

Content, Learning Outcome and Preconditions


The module will give students a braod understanding of the instruments to analyse and evaluate investment opportunities. Subsequent, a complete list of these methods:
- Financial Statement Analysis (balance sheet analysis, analysis of profut and loss account)
- Investment Analysis (net present value method, actuarial return)
- Capital Budgeting (determination of free cashflows, choosing between alternatives)
- Cost of Capital (equity costs, borrowing costs, capital costs)
- Capital Structure

Learning Outcome

Upon completion of this module students will be able to: (1) to name and apply important measures of company performance, (2) to analyze and choose investment projects, (3) to create the optimal capital structure of projects and firms, (4) restate and employ concepts of financial mathematics and (5) to evaluate financial instruments.



Courses, Learning and Teaching Methods and Literature

Courses and Schedule

Learning and Teaching Methods

The module will combine several teaching methods.
- Weekly Lecture: Presentation of theoretical basics and applied examples, supported by slides. As a better learning effect is reached by a dynamic learning environment, the student can join in live surveys with onlineTED.
- Excercise available on several dates: Calculation of selected exercises from the set of exercises in small groups so the students can directly ask questions about the calculations.
- Set of exercises with applied examples for individual practising of exercises.

This module is also offered at TUM Campus Straubing.


Presentations, exercises with solutions, onlineTED


Berk/DeMarzo, Corporate Finance, 3rd. Edition, Pearson.

Module Exam

Description of exams and course work

The grading is based on a written exam with a duration of 120 minutes. To test whether the students acquired the theoretical basics in financial analysis and investment planning, multiple choice questions are asked, where they have to find the correct or incorrect statement among several alternative statements. By using a calculator and the formulary issued by the chair, the students for exapmle have to analyse investment projects, create the optimal capital stucture of projects or firms, evaluate bonds, stocks, or equity options.

Exam Repetition

There is a possibility to take the exam in the following semester.

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