Investment and Financial Planning Project

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


  • One Semester or equivalent
    This unit will be delivered on-line in Semester 2 2020. 

Contact hours

  • 36 hours

2020 teaching periods


Higher Ed. Semester 2

3 Aug 20 - 1 Nov 20

8 Dec 20

Last self enrolment:
16 Aug 20

31 Aug 20


A unit can be either completed prior to commencing study or taken at the same time
FIN30018 Management of Personal Financial Risk

Aims and objectives

This unit previously known as Investment Planning (new title effective semester 2 2018)

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.