ACFI3006
10 units
3000 level
Course handbook
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 personal financial planning within the national context. Specific coverage of each of the major components necessary for the development of Personal financial advice 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.
Availability2024 Course Timetables
Newcastle City Precinct
- Semester 2 - 2024
Learning outcomes
On successful completion of the course students 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.
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.
Requisite
Students must have successfully completed ACFI2070 to enrol in this course.
Assessment items
Quiz: Mid Semester Quiz
Case Study / Problem Based Learning: Group Case Study
Formal Examination: Final Examination
Contact hours
Semester 2 - 2024 - Newcastle City Precinct
Workshop-1
- Face to Face On Campus 2 hour(s) per week(s) for 13 week(s) starting in week 1
- Students are expected to complete 4 hours of guided learning via online preparation, lectures, interactive workshops, tutorials, discussion groups or self-directed learning and an additional 6 hours of independent study per week.
Course outline
Course outline not yet available.
The University of Newcastle acknowledges the traditional custodians of the lands within our footprint areas: Awabakal, Darkinjung, Biripai, Worimi, Wonnarua, and Eora Nations. We also pay respect to the wisdom of our Elders past and present.