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2022 unit information
Nil
Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.
1 x 3 hour seminar per week
1 x 1 hour seminar plus online independent and collaborative learning activities per week.
This unit is designed to introduce the student to the study of personal finance and financial planning. It covers the financial planning process and its implementation, and develops an understanding of the economic, political, social and legal environment of the Financial Planning Industry. The unit provides an overview of the broad range of investment products available and their application to general investment strategies. The unit also considers issues relating to superannuation, estate planning as well as risk management and insurance, and provides students with an understanding of their necessity in the financial planning process.
Analyse and evaluate the legal, social and ethical responsibilities of financial planners and the Australian regulatory framework within which they operate
ULO2
Research, construct and present a preliminary financial plan to meet client requirements in an ethical and professional manner
GLO1: Discipline-specific knowledge and capabilitiesGLO2: CommunicationGLO5: Problem solving
ULO3
Apply the skills of working constructively with others in a teamwork setting and reflect on the group dynamics
GLO2: CommunicationGLO6: Self-managementGLO7: Teamwork
ULO4
Reflect on and evaluate personal progress towards the development of generic and specific knowledge required for professional practice
GLO6: Self-management
These Unit Learning Outcomes are applicable for all teaching periods throughout the year
Assessment 1: (Individual) Written Reflection (Self)
Assessment 2:Part A: (Group of 3) Client ReportPart B: (Individual) Self-Reflection teamwork
Part A: 3000 wordsPart B: 500 words
Part A: 40%Part B: 10%
Week 9
The assessment due weeks provided may change. The Unit Chair will clarify the exact assessment requirements, including the due date, at the start of the teaching period.
The texts and reading list for the unit can be found on the University Library via the link below: MAA745 Note: Select the relevant trimester reading list. Please note that a future teaching period's reading list may not be available until a month prior to the start of that teaching period so you may wish to use the relevant trimester's prior year reading list as a guide only.
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