Personal Financial Planning

Course code ACFI3006
Available in 2015
2015 Course Timetables

Description

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 practicing financial planners operate is examined. Emphasis is market orientated and thus quantitative, supported by conceptual theory.

Availability

Callaghan Campus

  • Semester 2 - 2015

Learning Outcomes

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.

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

ACFI1001, ECON1002, ACFI2005, STAT1060 (or ECON1130 or equiv 1000-level Mathematics course).

Assessment Items

In Term Test: Spot Tests

Quiz: Mid Semester Quiz

Case Study / Problem Based Learning: Group Case Study

Formal Examination: Final Examination

Contact Hours

Lecture

Face to Face On Campus 2 hour(s) per Week for Full Term

Tutorial

Face to Face On Campus 1 hour(s) per Week for 12 Weeks