Investment Planning
PostgraduateTAS-BFA6072023
Course information for 2023 intake View information for 2025 course 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
- 14 weeks
- Loan available
- FEE-HELP available
Investment Planning
About this subject
Upon completion of this subject, the student should be able to:
- Describe the role of the financial system, its function, and the key participants within the finance system.
- Assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance.
- Construct and defend a multi-asset portfolio.
- Apply the knowledge of behavioural finance to identify typical behaviour patterns exhibited by investors while making investment decisions.
- Evaluate funding methods for investments.
- Refer to Mylo for study topics
In this subject, you will be introduced to the basic principles of investing. A discussion will be made of the main characteristics of investments with an emphasis on risk and return and the trade-off between the two. The subject focuses on the concepts of portfolio investment and the importance of risk management, plus addresses the issues of correlation and diversification.
Identification of the risk profile of an investor is of critical importance in selecting an investment portfolio. The process of asset allocation is a very subjective one and particular to the needs of individual investors. You will study the process of asset allocation, as well as some basic investment approaches.
While most people would have a number of basic investment objectives, few people are in a position to be able to devise a plan to help them achieve their objectives. A key ingredient to being able to implement a comprehensive financial plan is determining the investment products that may be appropriate for an investor. We will review the characteristics of individual investment products.
- Mid-semester Test (30%)
- Final Exam - Take Home (40%)
- Application Questions and Case Study (30%)
For textbook details check your university's handbook, website or learning management system (LMS).
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Entry requirements
Part of a degree
To enrol in this subject you must be accepted into one of the following degrees:
Core
- TAS-MFP-GDI-2023 - Graduate Diploma of Financial Planning
- TAS-FIN-GDI-2023 - Graduate Diploma of Finance
- TAS-FIN-MAS-2023 - Master of Finance
Elective
- TAS-MPA-MAS-2023 - Master of Professional Accounting
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.
Related degrees
Once you’ve completed this subject it can be credited towards one of the following courses
Graduate Diploma of Financial Planning
PostgraduateTAS-MFP-GDI
PostgraduateTAS-FIN-GDI
PostgraduateTAS-FIN-MAS
Master of Professional Accounting
PostgraduateTAS-MPA-MAS