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301341 (v.3) Finance (Personal) 520
Area: | School of Economics and Finance |
Credits: | 25.0 |
Contact Hours: | 3.0 |
Seminar: | 1 x 3 Hours Weekly |
Syllabus: | Overview of the investment structures and issues. Superannuation, debt management and gearing, consumer credit, annuities and pensions, housing, impact of taxation, insurance, estate planning, stocks and bonds, mutual funds, real estate and budgeting. |
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Unit Outcomes: | On completion of this unit 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 implemented the financial plan. |
Texts and references listed below are for your information only and current as of September 30, 2003. Some units taught offshore are modified at selected locations. Please check with the unit coordinator for up-to-date information and approved offshore variations to unit information before finalising study and textbook purchases. |
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 (Financial Planning Association), (2002), Geelong, DeakinPrime. Kingdon, Darren., (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. |
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Unit Assessment Breakdown: | Assignments (3) 10%, 10% and 30%, Final Examination 50%. This is by grade/mark assessment. |
Field of Education: | 81101 Banking and Finance | HECS Band (if applicable): | 2 |
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Extent to which this unit or thesis utilises online information: | Informational | Result Type: | Grade/Mark |
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Availability
| Year | Location | Period | Internal | Area External | Central External | | 2004 | Bentley Campus | Semester 1 | Y | | | | 2004 | Bentley Campus | Semester 2 | Y | | Y |
Area
External | refers to external course/units run by the School or Department, offered online or through Web CT, or offered by research. |
Central
External | refers to external course/units run through the Curtin Bentley-based Distance Education Area |
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