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Area/Catalogue
BANK 5043

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Course Level
Postgraduate

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Offered Externally
Yes

Note: This offering may or may not be scheduled in every study period. Please refer to the timetable for further details.

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Course ID
167002

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Unit Value
4.5

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University-wide elective course
Yes

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Timetable/s
First Semester
(Study Period 2)
Course owner

Course owner
School of Commerce

Course aim

To introduce students to personal financial planning, including the ideas and best-practice methods associated with financial decision-making for individuals. 

Course content

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; conceptualizing 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.

Textbook(s)

Billingsly, R, Gitman, L J, Joehnk, M D 2018, PFIN, 6th edn, Cengage Learning/4LTR Press, Boston

Prerequisite(s)

Nil

Corequisite(s)

Nil

Teaching method

Component Duration
INTERNAL, CITY WEST
Preparatory 1 x 1 week
Seminar 3 hours x 10 weeks
EXTERNAL, CITY WEST, ONLINE
External 30 hours x N/A
INTERNAL, CITY WEST (INTENSIVE)
Seminar 30 hours equiv. x N/A

Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.


Assessment

Task Length Weighting Duration
INTERNAL, CITY WEST
Problem solving exercise 2000 word equivalent 60% N/A
Personal Financial Plan 1500 word equivalent 40% N/A
EXTERNAL, CITY WEST, ONLINE
Problem solving exercise 2000 word equivalent 60% N/A
Personal Financial Plan 1500 word equivalent 40% N/A
INTERNAL, CITY WEST (INTENSIVE)
Problem solving exercise 2000 word equivalent 60% N/A
Personal Financial Plan 1500 word equivalent 40% N/A

Fees

EFTSL*: 0.125
Commonwealth Supported program (Band 3)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
How to determine your Commonwealth Supported course fee. (Opens new window)

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 Division offering the course. To determine the cost of this course, go to:
How to determine the relevant non award tuition fee. (Opens new window)

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

Course Coordinators

Degrees this course is offered in

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