Course overview
This course undertakes a holistic examination of the set of financial decisions and constraints that learners face—personal spending, saving, income taxation, insurance cover, credit and debt, and investments—across stages in their (financial) life cycles. By focusing on personal financial planning as an evolving process and providing appropriate financial tools and techniques—time value of money, personal financial statements, comprehensive analysis of interest rates, returns and risk—it aims to improve their personal budgeting, tax management, insurance, consumer debt, and investment decision making.
- Personal Financial Planning, Processes, Tools, and Techniques
- Managing Personal Insurance And Debt
- Personal Investment Decisions
Course learning outcomes
- Demonstrate proficiency in the application of time value of money concepts and methods to personal financial management decisions
- Evaluate borrowing and personal investment alternatives and their implications for the accumulation of personal wealth
- Formulate and use personal financial budgets as devices for the planning and control of personal finances
- Explain fundamental concepts related to risk and return and their relevance to personal investment planning, taxation, and financial management decisions
Availability
Class details
Adelaide City Campus East
Class number 29489
Section SE01
Size 25
Available 23
Class number 29491
Section SE03
Size 25
Available 23
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