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
Faculty: Faculty of Business, Economics and Law
Credit points: 15
Subject Co-ordinator: Marc Olynyk
Available to Study Abroad Students: No
Subject year level: Year Level 2 - UG
Exchange Students: No
Subject particulars
Subject rules
Prerequisites: BUS1AFB or ACC1AMD or FIN1FOF
Co-requisites: N/A
Incompatible subjects: N/A
Equivalent subjects: FIN3FPL, FIN2FPL
Special conditions: N/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 |
Melbourne, 2014, Semester 1, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Marc 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 enrolment: No
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: Marc 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 |