$1,369 $1,619
Your upfront cost: $0
Duration
13 weeks
Study method
100% online
Available loans
- FEE-HELP
- HECS-HELP
Assessments
Subjects may require attendance
Prior study
Not required
Study terms
- 25 Feb 2019
- 27 May 2019
- 26 Aug 2019
- 25 Nov 2019
Subject details
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- Introduction to financial planning environment in Australia
- Analysing the risk and return of investments
- Taxation 1
- Taxation 2
- The investment planning process
- Direct investments
- Indirect investments
- Analysis of investments
- Risk management and insurance
- Superannuation and retirement planning
- Social security
- Estate planning
-
Study resources
-
Instructional methods
- Discussion forum/Discussion Board
-
Online materials
- Resources and Links
- Printable format materials
- Online Assessment
- FAQs
- Quizzes
-
You are recommended to have completed the following subjects(s) or have equivalent knowledge before starting this subject:
- GRF-AFE134
- GRF-IBA134
Special requirements
No special requirements
Gain an introduction to the workings of the financial planning and wealth management industry, with special emphasis placed on the development of a financial plan or strategy for an individual. You will cover the following topics: introduction to the financial planning environment in Australia; analysing the risk and return of investments; taxation; the investment planning process; direct investments; indirect investments; analysis of investments; risk management and insurance; superannuation and retirement planning; social security; and estate planning.
You will need access to a non-programmable, financial calculator or a calculator with a 'to the power of' function.
- Test (20%)
- Participation (30%)
- Invigilated Exam (50%)
Click on the titles of the listed books below to find out more:
Click on the titles of the listed books below to find out more:
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