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Introduction to Personal Financial Planning (11228.2)

Level: Intermediate Unit Level
Credit Points: 3
HECS Bands: 2, 3
Faculty: Faculty of Business, Government & Law
Discipline: School of Business


Unit Outlines

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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 process and context of financial planning in Australia. 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. This unit is designed to meet the Australian Securities and Investments Commission's requirements for knowledge, skills and integrity at an appropriate educational level relative to the types of activities graduates undertake.

Learning Outcomes

After successful completion of this unit, students will be able to:

1. Discuss the importance of personal financial planning;

2. Identify the need for client and product research for personal financial planning;

3. Explain the role of superannuation and taxation in wealth creation;

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.

Contact Hours

One 2 hour lecture and one 1 hour tutorial on-campus per week.





Assumed Knowledge


Incompatible Units


Equivalent Units

9987 Introduction to Personal Financial Planning

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