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AFF9130 - Financial planning environment

6 points, SCA Band 2, 0.125 EFTSL

Postgraduate Faculty of Business and Economics

Leader: Mr Andrew Child

Offered

Caulfield Second semester 2007 (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.

Objectives

The learning goals associated with this unit are to:

Assessment

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

Contact hours

3 hours per week