FIN331 Financial Planning (8)
CSU Discipline Area: Economics and Finance (ECFIN)
Duration: One session
Abstract:
This subject introduces the concepts involved in personal financial planning. It provides an overview of the laws and regulations relating to the financial planning industry, the forms of government assistance to individuals, the choice of investments available, and the role of insurance and superannuation.
+ Subject Availability Modes and Locations
| Session 1 | |
|---|---|
| Internal | HELP University College | Session 2 |
| Internal | Bathurst |
| Distance | Bathurst |
Continuing students should consult the SAL for current offering details: FIN331
Where differences exist between the Handbook and the SAL, the SAL should be taken as containing the correct subject offering details.
Assumed Knowledge:
Objectives:
Upon successful completion of this subject, students should:
* be able to explain the structure, regulation and participants in the financial planning industry;
* be able to discuss the financial planning process;
* be able to analyse retirement planning and social security issues of financial planning;
* be able to discuss investments available to households.
Syllabus:
The subject will cover the following topics:
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The financial planning profession
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Savings and the financial markets
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Interest rates and debt securities
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Property and other investments
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Risks in investment and insurance
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Taxation issues
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Gearing and negative gearing
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Managed Funds
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Superannuation
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Social Security
The information contained in the 2013 CSU Handbook was accurate at the date of publication: 24 April 2013. The University reserves the right to vary the information at any time without notice.