Financial Planning 2
UndergraduateGRF-AFE2232022
Course information for 2022 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:
- 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
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%)
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.
Learn more about Griffith University.
Explore Griffith courses.
- QS World University Ranking 2025, within Australia:
- 18
- Times Higher Education World University Ranking 2025, within Australia:
- 21
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-2022 - Bachelor of Applied Financial Advice
Prior study
You must have successfully completed the following subject(s) before starting this subject:
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