Personal Financial Planning
|Course code ACFI2200||Units 10||Level 2000||Faculty of Business and LawNewcastle Business School|
Aims to provide a broad overview of the nature and scope of individual financial planning in the Australian context. This course provides specific coverage of the major components necessary for the development of individual financial plans and the regulatory environment in which practising financial planners operate. Emphasis is market orientated and thus quantitative, supported by conceptual theory.
Not available in 2015
|Objectives||1. To enable students to understand the key conceptual, methodological and regulatory considerations involving imvestment, superannuation, retirement planning, risk management and estate planning needs of individuals. |
2. To compare and contrast strategies.
3. To analyse taxation implications of alternative investments and strategies.
4. To appreciate the changing financial planning environment and key issues facing the financial planning sector.
|Content||Provides a broad overview of the nature and scope of individual financial planning in the Australian context. Provides specific coverage of the major components necessary for the development of individual financial plans.|
|Assumed Knowledge||ACFI1020, STAT1050 or ECON1130 or a 10 unit 1000 level Mathematics course.|
|Modes of Delivery||Internal Mode|
|Contact Hours||Lecture: for 2 hour(s) per Week for Full Term|
Tutorial: for 1 hour(s) per Week for Full Term