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Financial Planning and Advising (FNCE90038)
Graduate courseworkPoints: 6.25On Campus (Parkville)
About this subject
- Overview
- Eligibility and requirements
- Assessment
- Dates and times
- Further information
- Timetable(opens in new window)
Contact information
August
Antony Cusack
Email: antony.cusack@unimelb.edu.au
Overview
Availability | August |
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Fees | Look up fees |
This subject focuses on the role of the professional financial adviser in personal financial planning. Topics will be drawn from: risk and return analysis; investment asset classes; features of different investment products; taxation issues relating to securities and the impact of tax on various investment choices; the advantages and disadvantages of gearing; estate planning; rent versus buy decision-making problems; superannuation issues; insurance; relevant legal principles and industry standards; codes of conduct and the relationship between ethics and regulatory requirements.
Intended learning outcomes
On successful completion of this subject students should be able to:
- Explain the features of various retail investment asset classes;
- Analyse risk and effective return;
- Critically evaluate the features of different investment products and their suitability for clients;
- Explain the relationship between ethics and regulatory requirements and be aware of relevant legal principles, industry standards and codes of conduct;
- Analyse the after-tax impact of various investment choices;
- Explain and demonstrate the advantages and disadvantages of gearing;
- Analyse and evaluate renting versus buying decision-making problems;
- Identify and calculate eligibility for social security benefits;
- Synthesise, and apply to individual circumstances, the fundamental issues surrounding superannuation;
- Critically evaluate the importance of estate planning in the financial planning process;
- Identify and explain the principles concerned with different types of insurance.
Generic skills
On successful completion of this subject, students should have improved the following generic skills:
- Oral communication
- Written communication
- Collaborative learning
- Problem solving
- Team work
- Statistical reasoning
- Application of theory to practice
- Interpretation and analysis
- Critical thinking
- Synthesis of data and other information
- Evaluation of data and other information
- Using computer software
- Accessing data and other information from a range of sources
Last updated: 3 November 2022