AFF9130

Financial planning environment ( 6 points, SCA Band 2, 0.125 EFTSL)

Leader: To be Advised

Offered:
Caulfield Second semester 2006 (Evening)

Synopsis: This unit provides an introduction to financial planning. Coverage includes: the legislative and economic environment; the role of financial service advisers; licensing and disclosure; investment strategies, products, and related taxation implications, with particular reference to securities and managed investments; social security; superannuation, pensions and other retirement issues; estate planning; and the financial planning process. This unit meets Australian Securities & Investments Commission registration requirements for Tier 1 in respect of: specific knowledge in financial planning, securities, managed investments and superannuation; generic knowledge; and skills.

Assessment: Assignment (2000 words): 30% + Examination (3 hours): 70%

Contact Hours: 3 hours per week