UNSW Handbook Course - Wealth Management

Wealth Management - FINS2643


	Faculty: Faculty of Commerce and Economics
	School: School of Banking and Finance
	Contact: Fong,Kingsley Yuen Lung
	Campus: Kensington Campus
	Career: Undergraduate
	Units of Credit: 6
	Contact Hours per Week: 3
	Enrolment Requirements:
	Prerequisite: FINS1613; Prerequisite or corequisite: FINS2624
	Offered: Session Two
	Fee Band: 2

Description

Examines the investment and financial issues arising from the wealth management activities of retail clients (private individuals). Commences with an introduction of the financial planning industry, then explores the most important components in wealth management - setting financial plans, investment planning and strategies, managed funds and portfolio management, risk management and insurance, superannuation, tax planning, leveraged investments, estate planning and social security. Also evaluates the decision-making processes of institutional superannuation fund trustees, given their role as stewards of member assets.

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