This subject focuses on the role of the professional financial adviser in personal financial planning. Topics will be drawn from: risk and return analysis; investment asset classes; features of different investment products; taxation issues relating to securities and the impact of tax on various investment choices; the advantages and disadvantages of gearing; estate planning; rent versus buy decision-making problems; superannuation issues; insurance; relevant legal principles and industry standards; codes of conduct and the relationship between ethics and regulatory requirements. -- Course Website
Prerequisites: This subject is only available to those students who would satisfy the entry criteria for the Master of Applied Finance or who have already completed 100 points in the Master of Finance or completed the Postgraduate Diploma in Finance in full.
