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 TypeTitleResource RequirementAuthor and YearPublisher
ReadingsFinancial PlanningPrescribedMcKeown, W., Kerry, M., Olynyk, M., Beal, D.WILEY, 2012

Subject options

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Start date between: and    Key dates

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 elementComments%
one 1500-word analytical case study20
one 3-hour final examinationHurdle 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 participation10

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 elementComments%
one 1500-word analytical case study20
one 3-hour final examinationHurdle 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 participation10