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FINC13-308: Personal Finance

Description

This subject is designed for students seeking to manage their own finances in a planned, comprehensive approach as well as those seeking to pursue a career in the financial planning industry. Upon successful completion, you will be able to develop and use financial plans, understand the range of financial products and services available and formulate competent recommendations for individual or household finances.

Subject details

TypeUndergraduate
CodeFINC13-308
EFTSL0.125
FacultyBond Business School
Semesters offered
  • September 2021 [Standard Offering]
  • January 2022 [Standard Offering]
  • September 2022 [Standard Offering]
  • January 2023 [Standard Offering]
  • September 2023 [Standard Offering]
Credit10
Study areas
  • Business and Commerce
Subject fees
  • Commencing in 2021: $3,890
  • Commencing in 2022: $3,950

Learning outcomes

1. Demonstrate an in-depth knowledge of financial planning and investments concepts and principles.
2. Demonstrate knowledge of the regulatory requirements and professional ethics applicable to a financial planning professional.
3. Apply knowledge and skills of financial planning to assess an individual’s financial situation and design a professional financial strategy that addresses the client’s needs.
4. Demonstrate the ability to work together as a financial advisory team to prepare a comprehensive financial plan.
5. Articulate ideas, decisions, recommendations and other information in a clear, concise writing style tailored to a specific client.

Enrolment requirements

Requisites: ?

Nil

Restrictions: ?

Nil

Subject outlines

Subject dates

Standard Offering
Enrolment opens15/11/2020
Semester start18/01/2021
Subject start18/01/2021
Cancellation 1?01/02/2021
Cancellation 2?08/02/2021
Last enrolment31/01/2021
Withdraw – Financial?13/02/2021
Withdraw – Academic?06/03/2021
Teaching census?12/02/2021
Standard Offering
Enrolment opens18/07/2021
Semester start13/09/2021
Subject start13/09/2021
Cancellation 1?27/09/2021
Cancellation 2?04/10/2021
Last enrolment26/09/2021
Withdraw – Financial?09/10/2021
Withdraw – Academic?30/10/2021
Teaching census?08/10/2021