Introduction to Personal Financial Planning (9987.1)

Availability

Unit Outlines

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• 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

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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.