Course

Wealth Management - FINS2643

Faculty: Australian School of Business

School: School of Banking and Finance

Course Outline: FINS2643 Course Outline

Campus: Sydney

Career: Undergraduate

Units of Credit: 6

EFTSL: 0.12500 (more info)

Indicative Contact Hours per Week: 3

Enrolment Requirements:

Prerequisite: FINS2624

CSS Contribution Charge: 3 (more info)

Tuition Fee: See Tuition Fee Schedule

Further Information: See Class Timetable

View course information for previous years.

Description

Examines the investment and financial issues arising from the wealth management activities of retail clients (private individuals). Commences with an introduction of the financial planning industry, then explores the most important components in wealth management - setting financial plans, investment planning and strategies, managed funds and portfolio management, risk management and insurance, superannuation, tax planning, leveraged investments, estate planning and social security. Also evaluates the decision-making processes of institutional superannuation fund trustees, given their role as stewards of member assets.


Scientia

Study Levels

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