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 Wealth Management - FINS2643
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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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