ULMS Electronic Module Catalogue

The information contained in this module specification was correct at the time of publication but may be subject to change, either during the session because of unforeseen circumstances, or following review of the module at the end of the session. Queries about the module should be directed to the member of staff with responsibility for the module.
Title Financial Data Visualisation
Code ACFI235
Coordinator Dr M Bevilacqua
Finance and Accounting
M.Bevilacqua@liverpool.ac.uk
Year CATS Level Semester CATS Value
Session 2024-25 Level 5 FHEQ Second Semester 15

Pre-requisites before taking this module (other modules and/or general educational/academic requirements):

ACFI130 Data Analytics; ACFI132 Computational Methods 

Modules for which this module is a pre-requisite:

 

Programme(s) (including Year of Study) to which this module is available on a required basis:

 

Programme(s) (including Year of Study) to which this module is available on an optional basis:

 

Teaching Schedule

  Lectures Seminars Tutorials Lab Practicals Fieldwork Placement Other TOTAL
Study Hours 24

12

        36
Timetable (if known)              
Private Study 114
TOTAL HOURS 150

Assessment

EXAM Duration Timing
(Semester)
% of
final
mark
Resit/resubmission
opportunity
Penalty for late
submission
Notes
             
CONTINUOUS Duration Timing
(Semester)
% of
final
mark
Resit/resubmission
opportunity
Penalty for late
submission
Notes
Assessment 1: Group Project Assessment Type: Coursework Size: 2,000 words Weighting: 30 % Reassessment Opportunity: Yes Penalty for Late Submission: Standard UoL Penalty Applies Anonymous Assess    30       
Assessment 2: Group Presentation Assessment Type: Practical Assessment Duration: 10 minutes Weighting: 10 % Reassessment Opportunity: Yes Penalty for Late Submission: Standard UoL Penalty Applies  10    10       
Assessment 3: Individual Dashboard Project Assessment Type: Coursework Weighting: 60 % Reassessment Opportunity: Yes Penalty for Late Submission: Standard UoL Penalty Applies Anonymous Assessment    60       

Aims

This module aims to equip students with the conceptual and practical knowledge of visualisation techniques. Upon successful completion of this module, students should be able to identify the appropriate visualisation aid to communicate key insights. Furthermore, they should be able to use Tableau, the software, to visualise data.


Learning Outcomes

(LO1) Students will be able to compare and contrast various visualisation tools

(LO2) Students will be able to design their own visualisation aids

(LO3) Students will be able to critically evaluate the insights from visualisation aids

(S1) Resiliency and adaptability

(S2) International Awareness

(S3) Commercial Awareness

(S4) Communication

(S5) Digital Fluency

(S6) Lifelong Learning

(S7) Analytical

(S8) Problem Solving

(S9) Teamworking

(S10) Organisation

(S11) Leadership


Teaching and Learning Strategies

Teaching Method - Lectures
Description: Lecture (12 Lectures of 2 hours each)
Scheduled Directed Student Hours: 24 hours
Attendance Recorded: Yes
Students will attend the weekly 2 hours lecture during which the key concepts will be introduced.

Teaching Method – Seminar (6 seminars of 2 hours each)
Description: Face to face sessions
Scheduled Directed Student Hours: 12 hours
Attendance Recorded: Yes
The seminar will take place over 6 weeks. During these sessions, students will learn to use Tableau to process financial data and effectively design the visualization aid.

Self-Directed Learning Hours: 114 hours
Description: These independent learning hours are aimed at supporting the directed student learning. The module leader will provide guidance in the form of suggested readings or topics to complete with the expectation that students are well prepared to contribute to the tutorial activities and to understand the content of lect ures.

The teaching will also be supported by discussion boards which will be used to further foster the exchange of ideas, thus deepening the knowledge of students and improving their communication skills. These activities will be moderated by the module instructor. Students will also be directed to key readings to further develop their learning.

This module is a pre-requisite for the following modules:
ACFI331 Data Mining and Machine Learning

Skills/Other Attributes Mapping

Skills / attributes: Resiliency and adaptability
How this is developed: By learning to use Tableau, a leading visualisation software, during the lectures and seminars. This knowledge will enable the students to confidently adapt to new situations.
Mode of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: International Awareness
How this is developed: In seminars, by highlighting differences across countr ies in non-verbal communication standards, e.g. colours.
Mode of assessment (if applicable): Group Report and Presentation

Skills / attributes: Commercial Awareness
How this is developed: In seminars, by using data visualisation tools to generate important insights for financial market participants.
Mode of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: Communication
How this is developed: By contributing to in-class discussions (lectures and seminars), and by preparing the project reports. The students will also improve their non-verbal communication skills by learning to design visual aids.
Mode of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: Digital Fluency
How this is developed: By using the software Tableau in lectures and seminars. The students will also develop their skills by using digital tools and specialist software to engage with the course material, communicate and collaborate with others.
Mode of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: Lifelong Learning
How this is developed: In lectures and seminars by critically thinking about ways to visualise the data and communicate insights in a non-verbal manner.
Mode of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: Analytical
How this is developed: During the lectures & seminars, the students will be analysing new datasets and using Tableau to produce the visual aids.
Mode of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: Problem solving
How this is developed: During the lectures & seminars, the students will gather and synthesise information, compare different visualisation to ols, and use their knowledge of tableau to produce the most appropriate visual aid.
Mode of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: Teamworking
How this is developed: In lectures & seminars, the students will work in teams to complete the assigned tasks. They will also work together to complete the group project. In doing so, they will understand the importance of teamwork, manage the interaction and relationships with other group members, gain experience in negotiation, persuasion, influencing and managing conflict.
Mode of assessment (if applicable): Group Report and Presentation

Skills / attributes: Organization
How this is developed: In lectures & seminars, the students will learn to manage their time carefully by prioritising and completing tasks within specific deadlines. They will also develop their organization skills by working on group and individual projects.
Mo de of assessment (if applicable): Group Report and Presentation and Individual (Dashboard) project

Skills / attributes: Leadership
How this is developed: During the lectures & seminars, the students will have the opportunity to lead team activities. For instance, they will have the opportunity to plan the tasks, identify the resources needed to complete the task, monitor the progress of the group and review the plan if needed.
Mode of assessment (if applicable): Group Report and Presentation


Syllabus

 

• The importance of visualisation methods
• Visualisation principles
• Processing data with Tableau
• Visualising data over time and maps
• Interactive visualisation and motion
• Dashboard design


Recommended Texts

Reading lists are managed at readinglists.liverpool.ac.uk. Click here to access the reading lists for this module.