333-203 Introductory Personal Finance

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.

333-101 Finance I or 333-201 Business Finance.

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.

• High level of development: synthesis of data and other information; evaluation of data and other information.

• Moderate level of development: written communication; collaborative learning; problem solving; interpretation and analysis; critical thinking.

• Some level of development: oral communication; application of theory to practice; use of computer software; accessing data and other information from a range of sources.

A 2-hour end-of-semester examination (80%) and assignments totalling not more than 2000 words (20%).