333-310 Intermediate Personal Finance

Credit Points

12.5

Coordinator

Dr C Scott

Prerequisites

333-203 Introductory Personal Finance and 333-201 Business Finance.

Semester

2 (view timetable)

Contact

Two hours of lectures and a 1-hour tutorial per week

Subject Description

This subject builds on the topics of its pre-requisite, examining the more complex aspects involved. These topics include investment principles, the regulatory environment, financial markets, social security, superannuation, retirement planning, estate planning, taxation issues, risk management, leveraged investments and property investment.

Generic Skills

  • High level of development: written communication; critical thinking; synthesis of data and other information; evaluation of data and other information.

  • Moderate level of development: oral communication; collaborative learning; problem solving; team work; application of theory to practice; interpretation and analysis; use of computer software; accessing data and other information from a range of sources.

  • Some level of development: statistical reasoning.

Assessment

A 2-hour end-of-semester exam (70%) and two 1500-word assignments (15% each).



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