Enrolments for 2018 have closed.

View information for 2019 course intake.

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Personal Wealth Management

Undergraduate | RMI-FNP11 | 2018

Course information for 2018 intake

View information for 2019 course intake

See how the financial planning and wealth management industry operates from the inside.

Extend your knowledge of taxation, insurance and investment risks and returns. Look at this industry from political, regulatory and economic perspectives.

Study method
100% online
Assessments
Subject may require attendance
Entry requirements
Prior study needed
Duration
13 weeks

HECS-HELP and FEE-HELP available

Personal Wealth Management

About this subject

  • At the completion of this subject students will be able to:

    1. understand the meaning of financial management and establish a model on which a personal plan can be built
    2. appreciate the interdependence of various aspects within financial planning
    3. appreciate the various economic, political and regulatory factors influencing the financial planning environment
    4. analyse and measure the risk and return of investments
    5. understand concepts associated with portfolio theory
    6. explain the features of various forms of investment available to individuals and outline their advantages and disadvantages
    7. suggest the appropriateness of each investment type for particular investor needs
    8. outline the role of insurance in personal financial management
    9. understand and perform simple financial need analysis
    10. appreciate the effects of taxation and social security on financial planning and calculate taxation liability and social security entitlements
    11. explain the nature and purpose of pension schemes and retirement incomes policy
    12. outline the role of estate planning within the financial planning process
    13. develop and be able to critically evaluate a financial plan for an individual.

Entry requirements

Prior study

To help set you up for success before you start this subject, we suggest completing or having equivalent knowledge in:

one of

  • GRF-AFE134 (Not currently available)

  • GRF-IBA134 (Not currently available)

Additional requirements

No additional requirements

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.

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