Monash University Handbooks 2008

AFC3440 - Pension and financial planning

6 points, SCA Band 2, 0.125 EFTSL

Undergraduate Faculty of Business and Economics

Offered

Clayton First semester 2008 (Day)

Synopsis

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.

Objectives

The learning objectives of this unit are to:

Assessment

Within semester assessment: 30%
Examination (3 hours): 70%

Contact hours

Three hours per week

Prerequisites

AFC2240

Prohibitions

AFF3111

[an error occurred while processing this directive]