AFF3111

Personal financial planning ( 6 points, SCA Band 2, 0.125 EFTSL)

Leader: To be advised

Offered:
Caulfield First semester 2005 (Day)
Caulfield Second semester 2005 (Day)

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