Investment and Financial Planning Project
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: Results: Last self enrolment: Census: Last withdraw without fail: |
Swinburne Online
| Teaching Period 1 | ||
|---|---|---|
Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Prerequisites
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)
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.
Unit information in detail
- Teaching methods, assessment, general skills outcomes and content.
Teaching methods
• Scheduled teaching and learning events and activities (contact hours timetabled in a face-to-face teaching space) and scheduled online learning events (contact hours scheduled in an online teaching space), and
• Read all prescribed materials and/or view videos in preparation for each class
• Attend and engage in all scheduled classes (face to face or online)
• Start assessment tasks well ahead of the due date, and submit assessments promptly
• Read / listen to all feedback carefully, and consider it for future assessment
• Engage with fellow students and teaching staff (don’t hesitate to ask questions)
Assessment
General skills outcomes
During this unit students will receive feedback on the following key generic skills:
- Teamwork
- Problem solving skills
- Analysis skills
- Communication skills
- Ability to tackle unfamiliar problems, and
- Ability to work independently
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.