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Level 7 Diploma in Accounting and Finance

Taxation and Investment Decision-Making

AF701 · Investment Analysis — Week 6 of 16

CourseAF701
Week6 of 16
SemesterI
TutorOnline in the course chat

This week’s topics

Taxation and Investment Decision-Making

  1. Direct taxes on capital gains and income
  2. Indirect taxes on financial transactions
  3. Tax drag on compound returns
  4. Stakeholder implications and tax planning
  5. Impact of Tax Reform on Financial Transactions
  6. How to Calculate NPV with Taxes
  7. Tax Incidence Explained with Supply and Demand

What you will be able to do

  • 4.1 Explain indirect and direct taxes.
  • 4.2 Analyse the characteristics of indirect and direct taxes.
  • 4.3 Assess the principles of taxation and their implications for relevant stakeholders.

Activity

Start with this week’s 3 videos, then: Seminar, guided reading and a short written task: explain indirect and direct taxes.

Study materials

Videos

  • Impact of Tax Reform on Financial Transactions · YouTube · Columbia Business School · 8 min · for registered students
  • How to Calculate NPV with Taxes · YouTube · Edspira · 8 min · for registered students
  • Tax Incidence Explained with Supply and Demand · YouTube · Marginal Revolution University · 11 min · for registered students
  • Investors Taxes and Value: Capital Gains, Dividends and Value · YouTube · Aswath Damodaran · 19 min · for registered students

Further resources

  • OECD MNE Guidelines (2023), ch. XI: Taxation · PDF · Oecd, textbook chapter; pp. 51–54 · for registered students
  • Principles of Economics 3e, ch. 30.2 and 30.4: Taxation and fiscal policy · PDF · OpenStax, textbook chapter; pp. 727–736 · for registered students
Materials marked “for registered students” open in the student portal, which is set up as soon as you receive final acceptance.
Week 5Week 7
Course chat

Admitted students ask questions on this week’s page in the student portal: an AI assistant trained on the course answers first, and during the course’s timetabled classes Connect to your tutor brings your tutor into the chat, who may start a call if needed.

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Course plan
  • Week 1: Securities and Asset Classes
  • Week 2: Securities Valuation and Strategic Use
  • Week 3: Market Operations and New Issues
  • Week 4: Global Capital Markets and the London Stock Exchange
  • Week 5: Investment Theories and Market Efficiency
  • Week 6: Taxation and Investment Decision-Making
  • Week 7: Financial Services Regulation and Compliance
  • Midterm: Midterm evaluation
  • Week 9: Investment Risk Assessment and Mitigation
  • Week 10: Client Profiling and Asset Allocation
  • Week 11: Portfolio Management and Performance Evaluation
  • Week 12: Applying Investment Analysis in practice: case studies
  • Week 13: Assignment workshop: research, planning and referencing
  • Week 14: Assignment workshop: drafting, feedback and improvement
  • Week 15: Review and coursework completion
  • Final: Final assessment and submission
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