Personal financial planning
Mr Chris Viney
6 points
* 3 hours per week
* First semester
* Caulfield
*
Prerequisites: ACC2631 and recommended corequisite FIN3931
Objectives On completion of this subject students should demonstrate an understanding of the structure, regulation and participants in the financial planning industry; knowledge of the financial planning process; an understanding of retirement planning and social security issues of financial planning; knowledge of legal issues associated with financial planning.
Synopsis Financial planning legislation, regulation, dealers, advisers, licences and proper authorities; banking industry financial services; the financial planning process, including client interview, data gathering, analysis, portfolio design, taxation and social security; superannuation, eligible termination payments, approved deposit funds, annuities, pensions; social security benefits, allowances and pensions, assets, income, deprivation; law of tort and contract, negligence, duty of care, liability, disclaimers and disclosures.
Assessment Assignment (2000 words): 30%
* Examination (3 hours): 70%
* Students must pass the examination and gain a minimum of 50 marks overall
to pass this subject.
* The final mark that a student receives for the
subject will be determined by the subject leader taking into account all
aspects of assessment.
Prescribed texts
To be advised
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