Course overview
This course introduces students to the financial planning industry, its regulatory and ethical requirements, to techniques and products associated with offering personal financial planning advice, and the ideas and best-practice methods associated with financial decision-making for individuals and households. Learners progress to the holistic examination of the set of financial decisions and constraints that personal financial planning clients face across stages in their (wealth management) life cycle—personal spending and saving, income taxation, insurance cover, credit and debt, investments, and superannuation and retirement planning. By focusing on the way the personal financial advice process evolves, providing appropriate financial software, tools, techniques and insights, and introducing the legislative and professional requirements under which financial planners operate, it establishes foundations for learners understanding of and ability to provide financial advice in a professional context.
- Personal Financial Planning
- Investments And Wealth Management
- Superannuation And Retirement Planning
Course learning outcomes
- Demonstrate an understanding of the nature and scope of personal financial planning and the professional and regulatory constraints under which financial advisers operate.
- Develop and apply personal financial budgets as devices for the planning and control of personal finances.
- Critically evaluate personal insurance, borrowing and investment alternatives, their potential taxation consequences, and their implications for the accumulation of personal wealth.
- Research, apply and explain fundamental concepts related to risk and return and their relevance to personal investment planning, taxation, and financial planning decisions.
- Explain the role of superannuation, social security, and estate planning in the retirement planning process.
Availability
Class details
Adelaide City Campus East
Group 1
Class number 64384
Section WS02
Size 35
Available 33
Class number 64385
Section WS01
Size 35
Available 31
Class details
Adelaide City Campus East
Group 1
Class number 29371
Section WS02
Size 35
Available 24
Class number 29372
Section WS01
Size 35
Available 28
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