333-203 Personal Financial Management

Note

Students may not gain credit for both 333-203 Personal Financial Management and either 333-312 Personal Financial Management or 306-312 Personal Financial Management.

Credit Points

12.5

HECS Band

2

Coordinator

Mr C Scott

Prerequisites

333-201 Business Finance

Semester

2 (view timetable)

Contact

One 2-hour lecture and a 1-hour tutorial per week

Subject Description

This subject is aimed at students envisaging a career as a financial adviser, and also provides a basis for future personal financial decision making. The role of the human life cycle upon personal financial requirements; the role of financial advisers in constructing an appropriate personal financial policy. Alternative investment options and sources of finance (including analysis of risk and effective return), with particular attention to retirement planning and the impact of taxes and government incentives.

Assessment

A 3-hour end-of-semester examination (80%) and assignments totalling not more than 2000 words (20%).



Status:                   Official 2003
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