Introduction to Personal Financial Planning (11228.2)
|Level:||Level 2 - Undergraduate Intermediate Unit|
|HECS Bands:||2, 3|
|Faculty:||Faculty of Business, Government & Law|
|Discipline:||Canberra Business School|
UC - Canberra, Bruce
Year Teaching Period Convener Mode of Delivery 2020 Semester 2 PROF Milind SATHYE (Ph: +61 2 62015489 ) ON-CAMPUS
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- Semester 2, 2019, ON-CAMPUS, BRUCE (184878) - View
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This unit aims to provide students with an overview of the financial planning process within the Australian context. It introduces students to the principles of personal financial planning and professional financial advice, the regulatory environment, financial products and basic strategies for wealth creation and protection.
After successful completion of this unit, students will be able to:
1. Discuss the importance of personal financial planning and the financial advisors role within the financial planning process;
2. Identify the need for client and product research in personal financial planning;
3. Explain the role of superannuation, investments and taxation in wealth creation and preservation;
4. Distinguish insurance products and describe their use to manage risk and illustrate the use of margin lending, derivatives and foreign exchange; and
5. Appraise the client's financial situation and recommend suitable strategies to accumulate, preserve and distribute wealth.
One 2 hour lecture and one 1 hour tutorial on-campus per week.
9987 Introduction to Personal Financial Planning