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Introduction to Personal Financial Planning (9987.1)

Level: Level 2 - Undergraduate Intermediate Unit
Credit Points: 3
HECS Bands: 2, 3
Faculty: Faculty of Business, Government & Law
Discipline: School of Information Systems & Accounting

Availability

    Unit Outlines

    To view your Unit Outline, click View to log in to MyUC and access this information, or visit your unit's online teaching site.

    • Semester 2, 2018, ON-CAMPUS, BRUCE (179570) - View
    • Semester 2, 2017, ON-CAMPUS, BRUCE (167740) - View
    • Semester 2, 2016, ON-CAMPUS, BRUCE (152076) - View
    • Semester 2, 2015, ON-CAMPUS, BRUCE (149558) - View

    If a link to your Unit Outline is not displayed, please check back later. Unit Outlines are generally published by Week One of the relevant teaching period.

    Syllabus

    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, including 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 requirements for knowledge, skills and integrity at an appropriate educational level relative to the types of activities graduates undertake.

    Learning Outcomes

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

    1. Appreciate and 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

    5. Illustrate the use of margin lending, derivatives and foreign exchange.

    Assessment Items

    Contact Hours

    Thirty nine hours per semester.

    Prerequisites

    Accounting for Managers, 5617.

    Corequisites

    None.

    Assumed Knowledge

    NONE

    Incompatible Units

    Introduction to Financial Planning, 6563.

    Equivalent Units

    Introduction to Financial Planning, 6563.



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