FIN5412 Financial Planning
Students are required to have access to a personal computer, e-mail capabilities and Internet access to UConnect. Current details of computer requirements can be found at <http://www.usq.edu.au/ict/students/standards/default.htm>. Note: This course is conducted within the Australian context and because of this, international students would be encountering concepts that are new to them and would require some effort to understand. FIN5412 and FIN2106 (formerly FIN1106) Personal Financial Planning are equivalent courses and students therefore are not allowed to complete both courses in their programs.
In this course, students will be exposed to the personal financial planning environment and process. The environment covers the regulatory framework within which financial planners operate as well as their responsibilities. The process covers the various components of personal financial planning (for example, taxation, investments, credit, superannuation and retirement, insurance, social security and estate planning). These concepts are integrated through the study of financial plan construction and the actual preparation of a financial plan. Taxation Law, Managed Investments, Superannuation and Retirement Planning, and Insurance Markets and Products are offered in specific courses if students wish to pursue those issues in more detail.