FNCE90038 Financial Planning and Advising
|Commencement Date & Location:|| |
2011, ParkvilleTimetable can be viewed by searching for this subject at http://sws.unimelb.edu.au or by viewing the timetable here.
This subject commences in the following study period/s:
April - Taught on campus.
September - Taught on campus.
|Time Commitment:||Contact Hours: One 3-hour lecture per week for 6 weeks |
Total Time Commitment: Estimated total time commitment of 60 hours per semester
This subject is only available to those students who would satisfy the entry criteria for the Master of Applied Finance or who have already completed 100 points in the Master of Finance (Master of Financial Management).
|Recommended Background Knowledge:|| |
|Non Allowed Subjects:|| |
|Core Participation Requirements:|| |
For the purposes of considering requests for Reasonable Adjustments under the Disability Standards for Education (Cwth 2005), and Students Experiencing Academic Disadvantage Policy, academic requirements for this subject are articulated in the Subject Description, Subject Objectives, Generic Skills and Assessment Requirements for this entry.
The University is dedicated to provide support to those with special requirements. Further details on the disability support scheme can be found at the Disability Liaison Unit website: http://www.services.unimelb.edu.au/disability/
CoordinatorDr Callum Scott
ContactGraduate School of Business and Economics
Level 4, 198 Berkeley Street
Telephone: +61 3 8344 1670
|Subject Overview:||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.|
|Objectives:||On successful completion of this subject students should be able to: |
|Prescribed Texts:||You will be advised of prescribed texts by your lecturer.|
|Breadth Options:|| |
This subject is not available as a breadth subject.
|Fees Information:||Subject EFTSL, Level, Discipline & Census Date|
|Generic Skills:|| |
On successful completion of this subject, students should have improved the following generic skills:
|Master of Applied Finance |
Master of Finance
Master of Financial Management