Personal Finance
Undergraduate
Undergraduate
BANK 1002
Undergraduate
Yes
Note: This offering may or may not be scheduled in every study period. Please refer to the timetable for further details.
006627
4.5
Yes
UniSA Business
To introduce students to personal financial planning, including the ideas and best-practice methods associated with financial decision-making for individuals.
Financial decision-making, planning, and control for individuals. Personal financial statements, budgeting, and the control of personal finances. Complications: income taxes and personal insurance. Evaluation of borrowing alternatives: using credit and other forms of consumer loans; comparing interest rates, and adjusting for fees; application to the evaluation of housing and personal loans; budgetary considerations and "affordability". Evaluation of personal investment alternatives: investment planning; conceptualising risk and return; investing in financial assets; application to investments in shares and other selected assets; borrowing and its effect on risk; introduction to alternative investments; and overview of products and their pitfalls in the financial planning industry.
McKeown W, Olynyk M, Kerry J, Ciancio L, La D 2021, Financial Planning, Essentials Edition, John Wiley & Sons Australia, Ltd., Milton, Qld
Nil
Nil
Component | Duration | ||
---|---|---|---|
INTERNAL, CITY WEST | |||
Preparatory | 1 x 1 week | ||
Seminar | 3 hours x 10 weeks | ||
INTERNAL, CITY WEST (INTENSIVE) | |||
Seminar | 30 hours x NA | ||
EXTERNAL, CITY WEST, ONLINE | |||
External | 30 hours x NA |
Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.
Case study, Problem solving exercise
EFTSL*: 0.125
Commonwealth Supported program (Band 4C)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
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Fee-paying program for domestic and international students
International students and students undertaking this course as part of a postgraduate fee paying program must refer to the relevant program home page to determine the cost for undertaking this course.
Non-award enrolment
Non-award tuition fees are set by the university. To determine the cost of this course, go to:
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Not all courses are available on all of the above bases, and students must check to ensure that they are permitted to enrol in a particular course.
* Equivalent Full Time Study Load. Please note: all EFTSL values are published and calculated at ten decimal places. Values are displayed to three decimal places for ease of interpretation.