Personal Financial Advice

Postgraduate | 2026

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Mode icon
Mode
Mode
Your study is delivered on campus and/or online
On campus, 100% online
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Area/Catalogue
BAFI 5008
Course ID icon
Course ID
201861
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Campus
Adelaide City Campus East, Adelaide City Campus West, Online
Level of study
Level of study
Postgraduate
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Unit value
6
Course owner
Course owner
Accounting and Finance
Course level icon
Course level
1
Work Integrated Learning course
Work Integrated Learning course
No
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Inbound study abroad and exchange
Inbound study abroad and exchange
The fee you pay will depend on the number and type of courses you study.
Yes
University-wide elective icon
University-wide elective course
Yes
Single course enrollment
Single course enrolment
Yes
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Note:
Course data is interim and subject to change

Course overview

This course introduces learners to the holistic examination of the set of financial decisions and constraints that personal financial planning clients 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 learners understanding of and ability to explain 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 and Biases

Course learning outcomes

  • Demonstrate expert skills in the application of time value of money concepts and methods to personal financial management decisions.
  • Critically evaluate borrowing and personal investment alternatives and their implications for the accumulation of personal wealth.
  • Develop and apply personal financial budgets as devices for the planning and control of personal finances.
  • Research, apply and explain fundamental concepts related to risk and return and their relevance to personal investment planning, taxation, and financial management decisions.

Prerequisite(s)

  • must have completed all of ACCT5001 Accounting Concepts and Methods/BAFI5000 Principles of Finance

Corequisite(s)

N/A

Antirequisite(s)

N/A

Degree list
The following degrees include this course