COURSE: FINC 204
CREDITS: 18 points
Pre-requisite: 108 points.
Principles and techniques for handling personal financial decisions. This course will equip you with specialised knowledge across diverse areas including investments, risk management, taxation, estate planning, social security and retirement planning.
This paper aims at providing students with the ability to plan, analyse and evaluate alternatives of personal financial decision. The course commences from the roots of financial planning – “life cycle” theory of consumption and savings. We will delve into the matter of income and expenditure over a lifetime. Then we will learn by doing how to construct a comprehensive personal financial plan.
While building up a financial plan we will incorporate several important blocks such as taxes, use and cost of credit, insurance, savings and investments considerations, and superannuation.
Classroom contribution: 5%
In-class quizzes x 3 (15% each): 45%
Group case written report: 20%
Group case presentation: 30%
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