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Monash University

Areas of Study

Pension and financial planning

  • AFC3440
  • Clayton Second semester 2013 (Day)
  • 6 points, SCA Band 2, 0.125 EFTSL
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Topics covered include superannuation economics and demographics, industry structure and regulation, products available from fund managers, life offices and superannuation trusts, actuarial mathematics, the mortality table, factors affecting selection, endowments, assurances, single, joint and longest life annuities, application to comparative evaluation of commercial retirement products, financial planners and the financial planning function, accreditation, responsibilities and duties, determination of client objectives and risk profiles, and strategies for superannuation and social security. -- Course Website

Prerequisites: AFC2240



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