Personal Financial Planning

Course code ACFI3006Units 10Level 3000Faculty of Business and LawNewcastle Business School

Within Australia Personal Financial Planning is now a highly regulated industry. The course aims to provide you with a broad overview of the nature and scope of individual financial planning within the national context. Specific coverage of each of the major components necessary for the development of individual financial plans is given, and the regulatory environment in which practising financial planners operate is examined. Emphasis is market orientated and thus quantitative, supported by conceptual theory.

Available in 2014

Callaghan CampusSemester 2
Previously offered in 2013, 2012, 2011, 2010
ObjectivesUpon successful completion of the course it is intended you will be able to:
1. Comprehend and interrelate the key conceptual, methodological and regulatory considerations involving investment,
superannuation, retirement planning, risk management and estate planning needs of individuals.
2. Compare and contrast strategies.
3. Analyse taxation implications of alternative investments and strategies.
4. Examine the changing financial planning environment and identify key issues facing the financial planning sector.
5. Utilise appropriate investigative methods to collect financial and business information in order to inform well supported
decision making.
6. Engage in collaborative planning, work in consultation, and evaluate the process.
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 KnowledgeACFI1001, ECON1002, ACFI2005, STAT1060 (or ECON1130 or equiv 1000-level Mathematics course).
Modes of DeliveryInternal Mode
Teaching MethodsLecture
Tutorial
Assessment Items
Essays / Written AssignmentsGroup assignment
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 12 weeks
Timetables2014 Course Timetables for ACFI3006