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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 |
---|---|
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
Eligibility and requirements
Prerequisites
ECON90033 Quantitative Analysis of Finance I and
ECON90034 Economics of Finance and
FNCE90047 Financial Markets and Instruments and
FNCE90016 International Financial Management and
EITHER ACCT90002 Financial Statement Analysis OR ACCT90004 Accounting for Decision Making
Code | Name | Teaching period | Credit Points |
---|---|---|---|
ECON90033 | Quantitative Analysis of Finance I |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
ECON90034 | Economics of Finance |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
FNCE90047 | Financial Markets and Instruments |
Semester 1 (On Campus - Parkville)
Semester 2 (On Campus - Parkville)
|
12.5 |
FNCE90016 | International Financial Management |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
ACCT90002 | Financial Statement Analysis |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
ACCT90004 | Accounting for Decision Making |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
Summer Term (On Campus - Parkville)
|
12.5 |
Corequisites
None
Non-allowed subjects
None
Inherent requirements (core participation requirements)
The University of Melbourne is committed to providing students with reasonable adjustments to assessment and participation under the Disability Standards for Education (2005), and the Assessment and Results Policy (MPF1326). Students are expected to meet the core participation requirements for their course. These can be viewed under Entry and Participation Requirements for the course outlines in the Handbook.
Further details on how to seek academic adjustments can be found on the Student Equity and Disability Support website: http://services.unimelb.edu.au/student-equity/home
Last updated: 3 November 2022
Assessment
Additional details
- 2500 word group assignment (normally 3-4 students per group). Due in last two weeks of the subject (30%)
- 2-hour end-of-semester examination (70%)
Note: Successful completion of this subject requires a pass (50%) in the final exam.
Last updated: 3 November 2022
Dates & times
- August
Principal coordinator Antony Cusack Mode of delivery On Campus (Parkville) Contact hours One 3-hour lecture per week for 6 weeks Total time commitment 85 hours Teaching period 27 August 2018 to 12 October 2018 Last self-enrol date 5 September 2018 Census date 14 September 2018 Last date to withdraw without fail 19 October 2018 Assessment period ends 16 November 2018 August contact information
Antony Cusack
Email: antony.cusack@unimelb.edu.au
Time commitment details
Estimated total time commitment of 85 hours per semester
Last updated: 3 November 2022
Further information
- Texts
Prescribed texts
You will be advised of prescribed texts by your lecturer.
- Related Handbook entries
This subject contributes to the following:
Type Name Course Master of Finance - Available through the Community Access Program
About the Community Access Program (CAP)
This subject is available through the Community Access Program (also called Single Subject Studies) which allows you to enrol in single subjects offered by the University of Melbourne, without the commitment required to complete a whole degree.
Entry requirements including prerequisites may apply. Please refer to the CAP applications page for further information.
Last updated: 3 November 2022