This unit equips students with the knowledge and expertise necessary for the provision of financial advice to individuals concerned about their personal and family finances. It covers the role and obligations of the financial planner; identification of the regulatory, investment, budgeting and personal advisory issues in financial planning; identification of the available investments and the tools used to hedge against risks; understanding the role of taxation in financial planning, and the importance of superannuation and estate planning; likely regulatory and financial markets developments in the field and a survey of the most promising areas for research. The unit also covers the... -- Course Website
Prerequisites: FINA1221/2221 Introduction to Finance
