Financial Planning 2
UndergraduateGRF-AFE2232024
Course information for 2024 intake
Enrolments for this course are closed, but you may have other options to start studying now. Book a consultation to learn more.
- Study method
- 100% online
- Assessments
- 100% online
- Entry requirements
- Part of a degree
- Duration
- 13 weeks
- Loan available
- HECS-HELP and FEE-HELP available
Financial Planning 2
About this subject
At the completion of this subject students will be able to:
- Apply various portfolio management models to critically evaluate investment fund performance;
- Analyse asset class data and valuations, market trends and behaviour, and client's needs and objectives to formulate investment strategy and product recommendations; and
- Discuss the regulatory and ethical obligations of financial advisers when providing investment advice to clients.
- The Financial System
- Market Efficiency and Behavioural Finance
- Investment Products and Types of Managed Funds
- Equity Investments
- Fixed Income Investments
- Portfolio and Investment Strategies
- Other Types of Investments/Asset Classes
- Margin Lending
- Managed Accounts
- Understanding Call and Put Options
- Advice to Action
- Beware of Scams
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 subject 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.
Students should not enrol in this subject if they have previously completed 2213AFE: Financial Planning 2 at Griffith University.
- Online Quizzes (20%)
- Research-Based Assignment - Case Study (Part A Group & Part B Individual) (50%)
- Timed Assignment (30%)
For textbook details check your university's handbook, website or learning management system (LMS).
With a network of campuses spanning three cities in South East Queensland, Griffith University is committed to progressive multidisciplinary teaching and research and a valuable online provider with Open Universities Australia. Already attracting students from over one hundred countries, Griffith's dedication to academic excellence is available across Australia through OUA.
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Entry requirements
Part of a degree
To enrol in this subject you must be accepted into one of the following degrees:
Core
- GRF-AFA-DEG-2024 - Bachelor of Applied Financial Advice
Prior study
To help set you up for success before you start this subject, we suggest completing or having equivalent knowledge in:
Additional requirements
- Equipment requirements - Audio/Visual equipment
Study load
- 0.125 EFTSL
- This is in the range of 10 to 12 hours of study each week.
Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.
Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.
Related degrees
Once you’ve completed this subject it can be credited towards one of the following courses
Bachelor of Applied Financial Advice
UndergraduateGRF-AFA-DEG