Personal Wealth Management

• • Please refer to RMIT University’s Learning Management System - Canvas, for further details.

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

Personal Wealth Management introduces you to the workings of the financial planning and wealth management industry. It provides a framework that enables the analysis of problems and the development of action plans designed to assist people to achieve their financial goals and improve their "financial health". Increasing interest in the area of financial planning and the growth in demand for financial advisory services over the past decade has led to a rapidly expanding industry.

The area of personal financial planning and wealth management encompasses many disciplines. These include investments, retirement and cash-flow planning, pension schemes, insurance, taxation, legal structures, borrowing money to invest, financial analysis and risk assessment, amongst many other areas. This subject introduces you to the process of personal wealth management that brings all of these areas together in a way to meet an individual’s requirements.

• Assessment Task 1 (Linked CLOs: 1, 6) (20%)
• Assessment Task 2 (Linked CLOs: 1, 3, 6) (30%)
• Assessment Task 3 (Linked CLOs: 2, 3, 4, 5, 6) (50%)