Studying online

There are now 3 possible online modes for units:

Units with modes Online timetabled and Online flexible are available for any student to self-enrol and study online.

Units available in Online Restricted mode have been adapted for online study only for those students who require the unit to complete their studies and who are unable to attend campus due to COVID border closures. To be enrolled in a unit in Online Restricted mode, students should contact their Student Advising Office through askUWA and include which of the below criteria applies:

  • You are a student who is currently offshore and unable to enter Australia.
  • You are a student in Australia who is impacted by state or regional border closures.

Click on an offering mode for more details.

FINA2209 Financial Planning

Credit
6 points
Offering
(see Timetable)
AvailabilityLocationMode
Semester 2UWA (Perth)Face to face
Semester 2OnlineOnline Restricted
Details for undergraduate courses
  • Level 2 option in the Finance major sequence
  • Level 2 elective
Content
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, the importance of superannuation and estate planning; and likely regulatory and financial markets developments in the field and a survey of the most promising areas for research. The unit also covers the structure and the design of a typical financial plan.
Outcomes
Students are able to (1) identify the obligations of the provider of personal financial advice and discuss ethical considerations faced by personal financial advice providers; (2) identify and critically review the regulatory, investment, budgeting and personal advisory issues impacting the provision of personal financial advice; (3) identify available investment opportunities utilising rapidly-changing innovations to construct an investment portfolio for a client; (4) demonstrate the role of taxation and superannuation in financial planning; (5) outline the importance and components of an effective estate plan and asset protection plan; and (6) develop effective communication skills.
Assessment
Indicative assessments in this unit are as follows: (1) in-class activities ; (2) group assignment ; and (3) examination. Further information is available in the unit outline.
Unit Coordinator(s)
Elizabeth Ooi
Unit rules
Prerequisites:
FINA1221 Introduction to Finance; or FINA2221 Introduction to Finance
Co-requisites:
Nil.
Incompatibility:
Nil.
Contact hours
lectures/tutorials/seminars/workshops: up to 3 hours per week
  • The availability of units in Semester 1, 2, etc. was correct at the time of publication but may be subject to change.
  • All students are responsible for identifying when they need assistance to improve their academic learning, research, English language and numeracy skills; seeking out the services and resources available to help them; and applying what they learn. Students are encouraged to register for free online support through GETSmart; to help themselves to the extensive range of resources on UWA's STUDYSmarter website; and to participate in WRITESmart and (ma+hs)Smart drop-ins and workshops.
  • Unit readings, including any essential textbooks, are listed in the unit outline for each unit, one week prior the commencement of study. The unit outline will be available via the LMS and the UWA Handbook one week prior the commencement of study. Reading lists and essential textbooks are subject to change each semester. Information on essential textbooks will also be made available on the Essential Textbooks. This website is updated regularly in the lead up to semester so content may change. It is recommended that students purchase essential textbooks for convenience due to the frequency with which they will be required during the unit. A limited number of textbooks will be made available from the Library in print and will also be made available online wherever possible. Essential textbooks can be purchased from the commercial vendors to secure the best deal. The Student Guild can provide assistance on where to purchase books if required. Books can be purchased second hand at the Guild Secondhand bookshop (second floor, Guild Village), which is located on campus.