12970 (v.4) Finance (Personal) 220

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Area:	School of Economics and Finance
Credits:	25.0
Contact Hours:	3.0
Seminar:	1 x 3 Hours Weekly
Syllabus:	A practical overview of the investment structures and issues. Coverage includes superannuation, debt management and gearing, annuities and pensions, housing, impact of taxation, personal risk management and insurance, estate planning, stocks and bonds,managed funds, real estate, professional compliance issues and financial planning processes.
Unit Outcomes:	On completion of this course students will have- Understood the legal, ethical, and professional requirements of providing comprehensive financial advice. Understood basic financial strategies applicable to various age groups. Understood the practical issues of obtaining relevant data. Built a comprehensive financial plan "tool-kit" for future use. The ability to prepare a comprehensive financial plan and be implement the financial plan.
Text and references listed above are for your information only and current as of September 30, 2003. Please check with the unit coordinator for up-to-date information.
Unit References:	Australian Master Financial Planning Guide (2002/2003), 5th ed, Sydney, CCH Australia Ltd. ASIC Financial Services Policy Handbook, (2002), Sydney, Australian Securities and Investment Commission. Diploma in Financial Planning 1 Study Guide (FinancialPlanning Association), (2002), Geelong, DeakinPrime. Kingdon, D., (2001), Super Strategies and Wealth Creation, Sydney, CCH Australia Ltd. Financial Planning Association Members Handbook, (2002), Melbourne.
Unit Texts:	Beal, Diana & McKeown, Warren, (2000) Personal finance, 1st ed, John Wiley & Sons.
Unit Assessment Breakdown:	Assignments (2) 15% and 35%, Final Examination 50%. This is by grade mark assessment.
Year Location Period Internal Area External Central External 2004 Bentley Campus Semester 1 Y     2004 Bentley Campus Semester 2 Y   Y