Financial Planning 2
Your upfront cost: $0
- 19 Jul 2021
With a network of campuses across Brisbane and the Gold Coast, Griffith University is committed to progressive multidisciplinary teaching and research and a valuable online provider with Open Universities Australia. Already attracting students from more than 122 countries, Griffith's dedication to academic excellence is available across Australia through OUA.
QS RANKING 2021
Times Higher Education Ranking 2021
At the completion of this subject students will be able to:
- Identify, evaluate and recommend appropriate investment products, accounts and strategies
- Differentiate between the different portfolio management models and rank each model to critically evaluate fund management performance
- Demonstrate an understanding of the basic Finance principles by acquiring knowledge of the time value of money, how investment market behaves, valuing shares and bonds
- Understand different types of asset classes available for investments
- Explain how financial planners are regulated and their ethical obligations when providing advice to clients
- Recognise scams and investment schemes to avoid
- Course Introduction, Types of Products & Investment Strategies
- Types of Managed Funds & Portfolio Strategies
- Time Value of Money, Investing & Valuing Shares/Equities
- Market Efficiency & Behavioural Finance
- Self-Directed Learning/To work on assessment items
- Investing & Valuing Bonds/Fixed Income
- Other Types of Investments/Asset Classes
- From Advice to Action (Regulation & Ethics)
- Margin Lending & Types of Managed Accounts
- Understanding Call and Put Options
- Beware of Scams
You must have successfully completed the following subject(s) before starting this subject:
- EquipmentDetails - Audio/Visual equipment
This subject studies the fundamental concepts and principles in finance which serve as the bases for investment analyses and decisions. It explores the trade-off between risk and return as well as the quantitative tools that are essential to analyse this trade-off. The course is intended to provide students with a general overview of both the context and the content of Investment Planning especially as it relates to Financial Planning in Australia.
Prerequisites: AFE122 Financial Planning 1.
- Reflective Journal and Remarkable Me Video (20%)
- Group Report and Peer & Self Assessment (30%)
- Final Exam (50%)
Current study term: 18 Jul 21 to 15 Oct 21
Check the learning management system (LMS) of your university for textbook details.