Personal Financial Planning

Course code ACFI2200Units 10Level 2000Faculty 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

Objectives1. 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.
ContentProvides 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.
Replacing Course(s)NA
TransitionNA
Industrial Experience0
Assumed KnowledgeACFI1020, STAT1050 or ECON1130 or a 10 unit 1000 level Mathematics course.
Modes of DeliveryInternal Mode
Teaching MethodsLecture
Tutorial
Assessment Items
Essays / Written AssignmentsResearch study
Examination: Formal
Quiz - ClassMid-semester quiz
Contact HoursLecture: for 2 hour(s) per Week for Full Term
Tutorial: for 1 hour(s) per Week for Full Term