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Monash University

Areas of Study

Personal financial planning

  • AFF3111
  • Caulfield First semester 2013 (Day)
    Caulfield Second semester 2013 (Day)
    Caulfield Summer semester A 2013 (Day)
  • 6 points, SCA Band 3, 0.125 EFTSL
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This unit provides an introduction to financial planning. Coverage includes: the legislative and economic environment; the role of financial service advisers; licensing and disclosure; investment strategies, products, and related taxation implications, with particular reference to securities and managed investments; social security; superannuation, pensions and other retirement issues; estate planning; and the financial planning process. This unit meets Australian Securities and Investments Commission registration requirements for Tier 1 in respect of: specific knowledge in financial planning, securities, managed investments and superannuation; generic knowledge; and skills. -- Course Website

Instructor: Mr Andrew Child

Prerequisites: Students must have passed AFC2140 or AFF2631 before undertaking this unit.



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