Introductory Personal Finance

Subject 333-203 (2009)

Note: This is an archived Handbook entry from 2009. Search for this in the current handbook

Credit Points: 12.50
Level: 2 (Undergraduate)
Dates & Locations:

This subject has the following teaching availabilities in 2009:

Semester 1, - Taught on campus.
Pre-teaching Period Start not applicable
Teaching Period not applicable
Assessment Period End not applicable
Last date to Self-Enrol not applicable
Census Date not applicable
Last date to Withdraw without fail not applicable


Timetable can be viewed here. For information about these dates, click here.
Time Commitment: Contact Hours: One 2-hour lecture and a 1-hour tutorial per week
Total Time Commitment: Not available
Prerequisites:

333-101 Finance I or 333-201 Business Finance.

Corequisites: None
Recommended Background Knowledge: None
Non Allowed Subjects: None
Core Participation Requirements:

For the purposes of considering request for Reasonable Adjustments under the Disability Standards for Education (Cwth 2005), and Student Support and Engagement Policy, academic requirements for this subject are articulated in the Subject Overview, Learning Outcomes, Assessment and Generic Skills sections of this entry.

It is University policy to take all reasonable steps to minimise the impact of disability upon academic study, and reasonable adjustments will be made to enhance a student's participation in the University's programs. Students who feel their disability may impact on meeting the requirements of this subject are encouraged to discuss this matter with a Faculty Student Adviser and Student Equity and Disability Support: http://services.unimelb.edu.au/disability

Coordinator

Dr Callum Scott
Subject Overview:

This subject is aimed at students envisaging a career as a financial adviser, and also provides a basis for future personal financial decision making. The role of the human life cycle upon personal financial requirements; the role of financial advisers in constructing an appropriate personal financial policy. Alternative investment options and sources of finance (including analysis of risk and effective return), with particular attention to retirement planning and the impact of taxes and government incentives.
Objectives: .
Assessment:

A 2-hour end-of-semester examination (80%) and assignments totalling not more than 2000 words (20%).
Prescribed Texts: None
Recommended Texts:

Information Not Available
Breadth Options:

This subject potentially can be taken as a breadth subject component for the following courses:

You should visit learn more about breadth subjects and read the breadth requirements for your degree, and should discuss your choice with your student adviser, before deciding on your subjects.

Fees Information: Subject EFTSL, Level, Discipline & Census Date
Generic Skills:

  • High level of development: synthesis of data and other information; evaluation of data and other information.

  • Moderate level of development: written communication; collaborative learning; problem solving; interpretation and analysis; critical thinking.

  • Some level of development: oral communication; application of theory to practice; use of computer software; accessing data and other information from a range of sources.
Notes:

Students may not gain credit for both 333-203 Personal Financial Management and either 333-312 Personal Financial Management or 306-312 Personal Financial Management.

Download PDF version.