fin2ifp intro financial planning
INTRODUCTION TO FINANCIAL PLANNING
FIN2IFP
2014
Credit points: 15
Subject outline
The aim of this subject is to provide an overview of the financial planning industry in Australia and to introduce students to the range of financial planning strategies typically used within the industry. Students will learn how to gather information concerning client attitudes and financial circumstances, assess a client's attitude towards risk and undertake a range of techniques to be able to analyse a client's financial situation. Students will then develop appropriate strategies to assist clients reach their financial goals and objectives. The principles of financial planning will be illustrated through practical and real life situations. Areas covered within this subject include: taxation, salary packaging, debt management, investments, personal insurance, superannuation and retirement planning and the age pension
FacultyFaculty of Business, Economics and Law
Credit points15
Subject Co-ordinatorMarc Olynyk
Available to Study Abroad StudentsNo
Subject year levelYear Level 2 - UG
Exchange StudentsNo
Subject particulars
Subject rules
Prerequisites BUS1AFB or ACC1AMD or FIN1FOF
Co-requisitesN/A
Incompatible subjectsN/A
Equivalent subjects FIN3FPL, FIN2FPL
Special conditionsN/A
Learning resources
Readings
Resource Type | Title | Resource Requirement | Author and Year | Publisher |
---|---|---|---|---|
Readings | Financial Planning | Prescribed | McKeown, W., Kerry, M., Olynyk, M., Beal, D. | WILEY, 2012 |
Subject options
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Melbourne, 2014, Semester 1, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Enrolment information
Subject Instance Co-ordinatorMarc Olynyk
Class requirements
LectureWeek: 10 - 22
One 2.0 hours lecture other recurrence on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 10 - 22
One 1.0 hours tutorial other recurrence on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
Assessments
Assessment element | Comments | % |
---|---|---|
one 1500-word analytical case study | 20 | |
one 3-hour final examination | Hurdle Requirement: Students must achieve at least 40% in the final examination as well as an overall total of 50% to pass the subject. | 70 |
tutorial attendance and participation | 10 |
Sydney, 2014, ACN Semester 2, Day
Overview
Online enrolmentNo
Maximum enrolment sizeN/A
Enrolment information
Subject Instance Co-ordinatorMarc Olynyk
Class requirements
TutorialWeek: 29 - 39
One 1.0 hours tutorial per week on weekdays during the day from week 29 to week 39 and delivered via face-to-face.
LectureWeek: 28 - 39
One 2.0 hours lecture per week on weekdays during the day from week 28 to week 39 and delivered via face-to-face.
Assessments
Assessment element | Comments | % |
---|---|---|
one 1500-word analytical case study | 20 | |
one 3-hour final examination | Hurdle Requirement: Students must achieve at least 40% in the final examination as well as an overall total of 50% to pass the subject. | 70 |
tutorial attendance and participation | 10 |