Strategic Financial Planning (6564.4)
|Available teaching periods||Delivery mode||Location|
|View teaching periods|
|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)
Learning outcomes1. Be able to demonstrate compliance with the legal and professional requirements.
2. Be able to explain the relevance of portfolio theory to constructing investment portfolios.
3. Be able to develop wealth creation strategies.
4. Be able to describe strategies for wealth protection.
5. Be able to explain the importance of wealth preservation in retirement.
6. Be able to explain the impact of economic, client and regulatory change on the effectiveness of strategies.
Graduate attributes1. UC graduates are professional - communicate effectively
1. UC graduates are professional - use creativity, critical thinking, analysis and research skills to solve theoretical and real-world problems
1. UC graduates are professional - work collaboratively as part of a team, negotiate, and resolve conflict
PrerequisitesIntroduction to Financial Planning.
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Taylor, S., and R. Juchau (2012) Financial Planning In Australia, 5th ed, LexisNexis Butterworths, Chatswood, NSW. ISBN: 9780409332094). This text can be purchased from the University's Co-op Bookshop.
Submission of assessment items
Special assessment requirements
You will obtain a pass or better in this unit if you submit each assessment item, and achieve at least 50 per cent of the total marks for the final examination and obtain a final cumulative mark of at least 50 per cent.
Failure to submit assessment item: If you fail to submit your assessment items by the due dates because of illness, misadventure or unavoidable commitments, please discuss the matter with the unit convener before the due date or as soon as possible thereafter. You will be required to provide appropriate documentary evidence.
If someone is sick, provides appropriate documentary evidence, and does not hand in the assignment on time, he or she will have to do some other piece of assessment. Extension of time for assignment submission would be purely at the discretion of the unit convener.
A late penalty of 5% of marks will apply for every one (1) working day that you are late in submitting your work unless the unit convener's prior permission for an extension has been obtained. No submissions will be accepted after the return of graded work. Assignments received more than one week late will not be marked and the student will receive zero mark for the assignment.
No specific requirements
Required IT skills
Use of calculators, computer, web searching skills and familiarity with excel spreadsheet modelling is required.