Personal Financial Planning
|Course code ACFI3006||Units 10||Level 3000||Faculty 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
|Objectives||Upon 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
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).|
|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 12 weeks
|Timetables||2014 Course Timetables for ACFI3006|