FINC 7011 Investment Planning
Credit Points 10
Legacy Code 200868
Coordinator Nicole Ibbett Opens in new window
Description Investment Planning is one of the core subjects in the Master of Commerce (Financial Planning). The course is designed to provide the educational basis to enable students to increase competence as professional financial advisers and enable them to gain an advanced knowledge and understanding of the financial planning industry. The subject introduces basic concepts of risk and return in relation to investment planning. Various investment vehicles are covered including shares and fixed interest investments.
School Business
Discipline Investment and Securities
Student Contribution Band HECS Band 4 10cp
Level Postgraduate Coursework Level 7 subject
Equivalent Subjects LGYB 6482 Principles of Investment Planning (PG)
Restrictions
Students must be enrolled in 2671/2770 Master of Commerce (Financial Planning) or 2690 Graduate Certificate in Commerce (Financial Planning).
Assessment
The following table summarises the standard assessment tasks for this subject. Please note this is a guide only. Assessment tasks are regularly updated, where there is a difference your Learning Guide takes precedence.
| Type | Length | Percent | Threshold | Individual/Group Task |
|---|---|---|---|---|
| Report | 1,000 words | 20 | N | Individual |
| Presentation | 15 minutes | 20 | N | Individual |
| Final Exam | 2 hours | 60 | Y | Individual |
Prescribed Texts
- Taylor, S 2020, Financial planning in Australia: Advice and Wealth Management, 9th edn, LexisNexis Butterworths, Chatswood, NSW
Teaching Periods