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Life Cycle Investing - AFCL855

This unit will complement and extend ECFL906. The focus will be on current and likely future conditions in the wealth management sector and will seek to combine underlying theory with a strong practical emphasis.

Potential areas of interest include: portfolio construction for private investors, scenario modelling, analysis of taxation, product issues relevant to the private investor, and new product or market developments.

Credit Points: 2
When Offered:

TBD - Not offered in the current year; next offering is to be determined

Staff Contact(s): Dr Casey Lim, Dr Rob Trevor

AFCL801 or AFCP801 or ECFS865 Prerequisite Information


NCCW(s): AFCP855
Unit Designation(s):
Assessed As: Graded
Offered By:

Department of Applied Finance and Actuarial Studies

Faculty of Business and Economics

Course structures, including unit offerings, are subject to change.
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