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

Code: FINC71-318
Study areas:
  • Business, Commerce, and Entrepreneurship

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

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