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PDC5311 The Personal Financial Planning Environment

Units : 0.33
Faculty or Section : Faculty of Business
School or Department : School of Accounting, Economics and Finance


Pre-requisite: For FBSC Group Students Only

Other requisites

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 <//>.


This professional development course PDC 5311 covers the personal financial planning environment. It is a companion to PDC 5312 - The Components of Personal Financial Planning and PDC 5313 - The Personal Financial Planning Process. Taken together, these three PDC's with summative assessments will be equivalent to the postgraduate course FIN5412 - Financial Planning. This PDC provides an overview of personal financial planning, explores the macroeconomic and regulatory environment within which financial planners operate and reviews some foundational concepts that are essential in personal financial planning (e.g. financial reports, time value of money, investment risk and returns and taxation).

Course offers

Semester Mode Campus
Full Year, 2011 External