|Short Description:||Personal Financial Planning|
|Faculty or Section :||Faculty of Business, Education, Law and Arts|
|School or Department :||School of Business|
|Student contribution band :||Band 4|
|ASCED code :||081101 - Banking and Finance|
|Grading basis :||Graded|
|Version produced :||29 April 2021|
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/current-students/support/computing/hardware.
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.
In this course, students will be exposed to the personal financial planning environment and process. The environment covers the regulatory framework within which financial advisers 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 financial planning practice management. Formerly known as FIN1106.