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FIN2106 Personal Financial Planning

Units : 1
Faculty or Section : Faculty of Business, Education, Law and Arts
School or Department : School of Business
Student contribution band : Band 4
Grading basis : Graded
Version produced : 16 May 2022

Overview

Personal financial planning, or the development and implementation of total coordinated plans for the achievement of one's overall financial objectives, is becoming more and more important both to individuals and professionals offering their services. Governments are emphasising self-reliance among individuals, so long-term financial well-being is everyone's responsibility. Individuals will have more comfortable lives if they plan and manage their finances skilfully. From being provided by a multitude of different professionals, advising in the area of personal financial planning has developed into a discrete discipline that requires formal training. Personal financial planning has also become an integral part of the business of financial product providers (for example, banks, insurance companies) and financial service providers (for example, accountants).

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.

Course offers

Semester Mode Campus
Semester 1, 2022 Online
Date printed 16 May 2022