Financial Planning 2

• • 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:

• GRF-AFE122-Financial Planning 1

Additional requirements

• Equipment requirements - 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: 13 Mar 22 to 10 Jun 22

Next study term: 17 Jul 22 to 14 Oct 22