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FINC71-318: Personal Investment

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

TypePostgraduate
CodeFINC71-318
EFTSL0.125
FacultyBond Business School
Semesters offered
  • September 2020 [Standard Offering]
  • January 2021 [Standard Offering]
  • January 2022 [Standard Offering]
Credit10
Study areas
  • Business and Commerce
Subject fees
  • Commencing in 2020: $4,930
  • Commencing in 2021: $5,110

Learning outcomes

1. Demonstrate an in-depth knowledge and understanding of the role of the financial planner/investments advisor in the development of an individual’s wealth creation. Including the process, concepts, principles and theories of personal finance.
2. Demonstrate an advanced understanding of the regulatory requirements and professional ethics applicable to financial planning professionals.
3. Create effective, measurable and achievable financial goals and apply appropriately tailored financial strategies to achieve an individual’s unique goals.
4. Professionally prepare and analyse comprehensive personal financial statements to evaluate financial performance and personal wealth of a client.
5. Apply advanced knowledge and skills in financial planning to assess an individual’s financial situation and design an effective, professional financial strategy that achieves the client’s objectives.
6. Demonstrate the ability to work together as a financial advisory team to prepare a comprehensive financial plan.
7. Demonstrate the ability to produce a written report that demonstrates higher order understanding of financial planning.

Enrolment requirements

Requisites: ?

Nil

Restrictions: ?

Nil

Subject outlines

Subject dates

Standard Offering
Enrolment opens14/07/2019
Semester start09/09/2019
Subject start09/09/2019
Cancellation 1?23/09/2019
Cancellation 2?30/09/2019
Last enrolment22/09/2019
Withdraw – Financial?05/10/2019
Withdraw – Academic?26/10/2019
Teaching census?04/10/2019
Standard Offering
Enrolment opens10/11/2019
Semester start13/01/2020
Subject start13/01/2020
Cancellation 1?27/01/2020
Cancellation 2?03/02/2020
Last enrolment26/01/2020
Withdraw – Financial?08/02/2020
Withdraw – Academic?29/02/2020
Teaching census?07/02/2020
Standard Offering
Enrolment opens02/08/2020
Semester start14/09/2020
Subject start14/09/2020
Cancellation 1?28/09/2020
Cancellation 2?05/10/2020
Last enrolment27/09/2020
Withdraw – Financial?10/10/2020
Withdraw – Academic?31/10/2020
Teaching census?09/10/2020