Investment and Financial Planning Project
Duration
- One Semester or equivalent
Contact hours
- 24 hours Face to Face + Blended + Swinburne Online
On-campus unit delivery combines face-to-face and digital learning. For Online unit delivery, learning is conducted exclusively online.
2023 teaching periods
Hawthorn Higher Ed. Semester 2 |
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Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Swinburne Online Teaching Period 1 |
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Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Prerequisites
Aims and objectives
Unit information in detail
- Teaching methods, assessment and content.
Teaching methods
Type | Hours per week | Number of Weeks | Total |
On Campus Class | 2 | 12 | 24 |
Online (asynchronous lecture) | 1 | 12 | 12 |
Unspecified Activities Independent Learning | 9.5 | 12 | 114 |
TOTAL | 150 hours |
Swinburne Online
Type | Hours per week | Number of Weeks | Total |
Online Directed Online Activities | 12.5 | 12 | 150 |
TOTAL | 150 hours |
Assessment
Types | Individual/Group Role | Weighting | Unit Learning Outcomes (ULOs) |
Assignment | Group | 25-35% | 1,2,4,5 |
Examination | Individual | 40-60% | 1,2,3 |
Tutorial Exercises | Individual | 5-15% | 1,2,4 |
Presentation | Group | 10-20% | 1,2,4,5 |
Content
• Market efficiency and behavioural finance
• Portfolio theory and construction
• Portfolio risk management
• Managed funds
• Regulation of markets
• Research and identifying of Financial Planning products
• Using financial technology
• Development of a Statement of Advice
Study resources
- Reading materials.