units

AFF9130

Faculty of Business and Economics

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Monash University

Monash University Handbook 2010 Postgraduate - Unit

6 points, SCA Band 3, 0.125 EFTSL

LevelPostgraduate
FacultyFaculty of Business and Economics
OfferedCaulfield First semester 2010 (Evening)
Caulfield Second semester 2010 (Evening)
Caulfield Summer semester A 2010 (On-campus block of classes)
Caulfield Term 4 2010 (On-campus block of classes)

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 and Investments Commission registration requirements for Tier 1 in respect of: specific knowledge in financial planning, securities, managed investments and superannuation; and generic knowledge.

Objectives

The learning goals associated with this unit are to:

  1. describe financial planning activities and legal compliance requirements for financial planners
  2. develop specialist skills required for interaction with financial planning clients; this will recognise an ethical dimension to the giving of financial planning advice
  3. demonstrate knowledge of the Australian and global investment environments, together with specialist knowledge in the areas of superannuation, financial planning, securities and managed investments
  4. evaluate clients' financial objectives and prepare appropriate financial plans
  5. demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the nature of financial planning and its design for individual clients.

Assessment

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

Chief examiner(s)

Andrew Child

Contact hours

3 hours per week

Prohibitions

AFC3440, AFF3111