AFF3111

Personal financial planning (6 points)

(BUS)

Leader:

Offered:
Caulfield First semester 2003 (Day)
Caulfield Second semester 2003 (Day)
Caulfield Second semester 2003 (Evening)
Caulfield First semester 2004 (Day)
Caulfield Second semester 2004 (Day)
Caulfield Second semester 2004 (Evening)

Synopsis: Financial planning legislation, regulation, dealers, advisers, licences and proper authorities; 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%

Contact Hours: 3 hours per week

Prerequisites: AFF2631 and recommended corequisite BTF3931

Corequisites: BTF3931