AFF3111

Personal financial planning

Mr Chris Viney

6 points · 3 hours per week · First semester · Caulfield · Prerequisites: AFX2631 and recommended corequisite BTX3931

Objectives On completion of this subject students should demonstrate an understanding of the structure, regulation and participants in the financial planning industry; knowledge of the financial planning process; an understanding of retirement planning and social security issues of financial planning; knowledge of legal issues associated with financial planning.

Synopsis Financial planning legislation, regulation, dealers, advisers, licences and proper authorities; banking industry financial services; the financial planning process, including client interview, data gathering, analysis, portfolio design, taxation and social security; superannuation, eligible termination payments, approved deposit funds, annuities, pensions; social security benefits, allowances and pensions, assets, income, deprivation; law of tort and contract, negligence, duty of care, liability, disclaimers and disclosures.

Assessment Assignment (2000 words): 30% · Examination (3 hours): 70% · Students must pass the examination and gain a minimum of 50 marks overall to pass this subject. · The final mark that a student receives for the subject will be determined by the subject leader taking into account all aspects of assessment.

Prescribed texts

To be advised

Back to the 1999 Business and Economics Handbook