FINC71-318: 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

Type: Postgraduate Subject
Code: FINC71-318
EFTSL: 0.125
Faculty: Bond Business School
Semesters offered:
  • January 2023 [Standard Offering]
  • September 2023 [Standard Offering]
  • January 2024 [Standard Offering]
Credit: 10
Study areas:
  • Business, Commerce, and Entrepreneurship
Subject fees:
  • Commencing in 2022: $5,170.00
  • Commencing in 2023: $5,300.00
  • Commencing in 2024: $5,410.00
  • Commencing in 2022: $5,570.00
  • Commencing in 2023: $5,710.00
  • Commencing in 2024: $6,060.00

Learning outcomes

  1. Demonstrate integrated knowledge of financial planning and investment concepts and principles.
  2. Apply thorough knowledge of the regulatory requirements and professional ethics of a financial planning professional.
  3. Apply knowledge and skills of financial planning to assess an individual’s financial situation and design an effective, professional financial strategy that achieves the client’s objectives.
  4. Demonstrate the ability to work as a an effective member of a self-directed financial advisory team to provide expert advice as part of 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
Assumed knowledge:

Assumed knowledge is the minimum level of knowledge of a subject area that students are assumed to have acquired through previous study. It is the responsibility of students to ensure they meet the assumed knowledge expectations of the subject. Students who do not possess this prior knowledge are strongly recommended against enrolling and do so at their own risk. No concessions will be made for students’ lack of prior knowledge.

Restrictions:

Subject outlines

Subject dates

  • Standard Offering
    Enrolment opens: 13/11/2022
    Semester start: 16/01/2023
    Subject start: 16/01/2023
    Cancellation 1: 30/01/2023
    Cancellation 2: 06/02/2023
    Last enrolment: 29/01/2023
    Withdraw - Financial: 11/02/2023
    Withdraw - Academic: 04/03/2023
    Teaching census: 10/02/2023
  • Standard Offering
    Enrolment opens: 16/07/2023
    Semester start: 11/09/2023
    Subject start: 11/09/2023
    Cancellation 1: 25/09/2023
    Cancellation 2: 02/10/2023
    Last enrolment: 24/09/2023
    Withdraw - Financial: 07/10/2023
    Withdraw - Academic: 28/10/2023
    Teaching census: 06/10/2023
  • Standard Offering
    Enrolment opens: 12/11/2023
    Semester start: 15/01/2024
    Subject start: 15/01/2024
    Cancellation 1: 29/01/2024
    Cancellation 2: 05/02/2024
    Last enrolment: 28/01/2024
    Withdraw - Financial: 10/02/2024
    Withdraw - Academic: 02/03/2024
    Teaching census: 09/02/2024
Standard Offering
Enrolment opens: 13/11/2022
Semester start: 16/01/2023
Subject start: 16/01/2023
Cancellation 1: 30/01/2023
Cancellation 2: 06/02/2023
Last enrolment: 29/01/2023
Withdraw - Financial: 11/02/2023
Withdraw - Academic: 04/03/2023
Teaching census: 10/02/2023

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