fin2ifp introduction to financial planning
INTRODUCTION TO FINANCIAL PLANNING
FIN2IFP
2020
Credit points: 15
Subject outline
In this subject, you will be introduced to the knowledge, competencies and skills required of a financial planner to prepare, present and monitor a basic financial plan for individual clients. You will learn how to gather information on 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. You will then learn to develop a range of strategies to help assist clients achieve 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.
SchoolLa Trobe Business School
Credit points15
Subject Co-ordinatorGreg Jamieson
Available to Study Abroad/Exchange StudentsNo
Subject year levelYear Level 2 - UG
Available as ElectiveNo
Learning ActivitiesN/A
Capstone subjectNo
Subject particulars
Subject rules
PrerequisitesBUS1AFB OR FIN1FOF OR ACC1AMD
Co-requisitesN/A
Incompatible subjectsN/A
Equivalent subjectsFIN2FPL OR FIN3FPL
Quota Management StrategyN/A
Quota-conditions or rulesN/A
Special conditionsN/A
Minimum credit point requirementN/A
Assumed knowledgeN/A
Learning resources
Financial Planning
Resource TypeBook
Resource RequirementPrescribed
AuthorMcKeown, Kerry and Olynyk
Year2014
Edition/Volume2nd ed
PublisherWILEY
ISBNN/A
Chapter/article titleN/A
Chapter/issueN/A
URLN/A
Other descriptionN/A
Source locationN/A
Career Ready
Career-focusedNo
Work-based learningNo
Self sourced or Uni sourcedN/A
Entire subject or partial subjectN/A
Total hours/days requiredN/A
Location of WBL activity (region)N/A
WBL addtional requirementsN/A
Graduate capabilities & intended learning outcomes
Graduate Capabilities
Intended Learning Outcomes
Subject options
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Melbourne (Bundoora), 2020, Semester 1, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorGreg Jamieson
Class requirements
LectureWeek: 10 - 22
One 2.00 hours lecture per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 10 - 22
One 1.00 hour tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
Assessments
Assessment element | Category | Contribution | Hurdle | % | ILO* |
---|---|---|---|---|---|
1000-word Individual Case Study | N/A | N/A | No | 30 | SILO3, SILO4, SILO5 |
3-hour final examination (equivalent to 3000 words) | N/A | N/A | No | 60 | SILO1, SILO2, SILO3, SILO4 |
Two in-class or online tutorial assessment tasks, equivalent to 250 words each (500 words in total) | N/A | N/A | No | 10 | SILO1, SILO2, SILO3 |