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AFC3440 - Pension and financial planning

6 points, SCA Band 2, 0.125 EFTSL

Undergraduate Faculty of Business and Economics

Leader: Associate Professor Roger Gay


Clayton First semester 2007 (Day)


Topics covered include superannuation economics and demographics, industry structure and regulation, products available from fund managers, life offices and superannuation trusts, actuarial mathematics, the mortality table, factors affecting selection, endowments, assurances, single, joint and longest life annuities, application to comparative evaluation of commercial retirement products, financial planners and the financial planning function, accreditation, responsibilities and duties, determination of client objectives and risk profiles, and strategies for superannuation and social security.


The learning objectives of this unit are to:


Assignment(s): 30%
Examination (3 hours): 70%

Contact hours

Three hours per week


AFC2170 or AFC2140 or AFC2240