Investment and Financial Planning Project

FIN30017 12.5 Credit Points Hawthorn, Online Available to incoming Study Abroad and Exchange students

Duration

  • One Semester or equivalent

Contact hours

  • 36 hours

On-campus unit delivery combines face-to-face and digital learning. For Online unit delivery, learning is conducted exclusively online.

2021 teaching periods

Hawthorn

Higher Ed. Semester 2

Dates:
2 Aug 21 - 31 Oct 21

Results:
7 Dec 21

Last self enrolment:
15 Aug 21

Census:
31 Aug 21

Last withdraw without fail:
17 Sep 21

Prerequisites

FIN10003 Principles of Financial Planning
 
AND
Concurrent Pre-requisite (complete in same study period or prior)
FIN30018 Management of Personal Financial Risk AND FIN30019 Retirement and Estate Planning
 
OR
Concurrent Pre-requisite (complete in same study period or prior)
FIN30022 Personal Financial Risk and Estate Planning AND FIN30023 Retirement Planning

Aims and objectives

The aims of this unit are to introduce knowledge of investment theories, strategies and instruments and their applications in construction of statement of advice. In particular, the unit focuses on the understanding and the applications of modern finance theories and how these theories influence investment planning decisions. Students will use relevant technologies and learn to construct and present a comprehensive statement of advice that fulfils the legal and ethical obligations of a financial advisor.

Students successfully who complete this unit will be able to:

1. Evaluate the role of the financial system and the various regulatory bodies, their functions, the key participants in order to identify the potential risks affecting such systems.

2. Identify appropriate investment opportunities such as the various financial markets and the characteristics and instruments traded on such markets.

3. Apply modern finance theories such as portfolio theory, efficient market hypothesis and behavioural finance, in order to determine how they impact investment decisions.

4. Construct and defend a multi-asset portfolio that meets client’s objectives and constraints.

5. Work effectively in diverse teams.