Financial Planning 2
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- 13 Jul 2020
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.
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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%)
Financial Planning in Australia: Advice and Wealth Management, 8th ed.
Sharon Taylor and Roger H. Juchau