Skip to Content

Personal Financial Planning - AFIN840

This unit will cover the areas of financial planning that are most frequently addressed and provide the opportunity to explore some interesting strategies and investment opportunities. These strategies will generally take the form of case studies and students will explore potential solutions to some challenging financial situations in which their future clients may find themselves. There will be scope within the group project to examine in detail an aspect of the unit which might stimulate interesting strategy suggestions and much of the unit should be of immediate or imminent personal interest to students. The unit will also explore the legal requirements, constraints and limitations on providing advice in the general course of business.

Credit Points: 4
When Offered:

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

Staff Contact(s): Finance staff
Prerequisites:

ACST603 or AFIN858 Prerequisite Information

Corequisites:

NCCW(s): ACCG840
Unit Designation(s):

Commerce

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.
Need help? Ask us.