This subject is aimed at students envisaging a career as a financial adviser, and also provides a basis for future personal financial decision making. The role of the human life cycle upon personal financial requirements; the role of financial advisers in constructing an appropriate personal financial policy. Alternative investment options and sources of finance (including analysis of risk and effective return), with particular attention to retirement planning and the impact of taxes and government incentives.
Intended learning outcomes
High level of development: synthesis of data and other information; evaluation of data and other information.
Moderate level of development: written communication; collaborative learning; problem solving; interpretation and analysis; critical thinking.
Some level of development: oral communication; application of theory to practice; use of computer software; accessing data and other information from a range of sources.