units

AFF9130

Faculty of Business and Economics

18 September 2017 26 April 2024
Monash University

Postgraduate - Unit

This unit entry is for students who completed this unit in 2013 only. For students planning to study the unit, please refer to the unit indexes in the the current edition of the Handbook. If you have any queries contact the managing faculty for your course or area of study.

print version

6 points, SCA Band 3, 0.125 EFTSL

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LevelPostgraduate
FacultyFaculty of Business and Economics
Organisational UnitDepartment of Accounting and Finance
OfferedCaulfield First semester 2013 (Evening)
Caulfield Second semester 2013 (Evening)
Caulfield Summer semester A 2013 (Day)
Coordinator(s)Mr Andrew Child

Quota applies

Enrolment restriction quota of 50 students in Summer B 2012.

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.

Outcomes

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: 70%

Chief examiner(s)

Professor Philip Gray

Contact hours

3 hours per week

Prohibitions

AFC3440, AFF3111