Introduction to Financial Planning (6563.4)
Please note these are the 2014 details for this unit
| Available teaching periods | Delivery mode | Location |
|---|---|---|
| View teaching periods | ||
| EFTSL | Credit points | Faculty |
| 0.125 | 3 | Faculty Of Business, Government & Law |
| Discipline | Study level | HECS Bands |
| School Of Information Systems & Accounting | Level 2 - Undergraduate Intermediate Unit | Band 4 2021 (Commenced After 1 Jan 2021) Band 4 2021 (Commenced After 1 Jan Social Work_Exclude 0905) Band 5 2021 (Commenced Before 1 Jan 2021) |
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.
1. Describe the concept and importance of personal financial planning;
2. Explain the need for client and product research;
3. Explain the role of superannuation in wealth creation;
4. Describe the use of insurance to manage risk;
5. Evaluate the impact of taxation in developing financial planning strategies;
6. Describe the use of derivative; and
7. Explain the role of foreign exchange.
Learning outcomes
On successful completion of this unit, students will be able to:1. Describe the concept and importance of personal financial planning;
2. Explain the need for client and product research;
3. Explain the role of superannuation in wealth creation;
4. Describe the use of insurance to manage risk;
5. Evaluate the impact of taxation in developing financial planning strategies;
6. Describe the use of derivative; and
7. Explain the role of foreign exchange.
| Year | Location | Teaching period | Teaching start date | Delivery mode | Unit convener |
|---|
Not available
