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Wealth Management - FINS2643
Scientia

 
Faculty: Australian School of Business
 
 
School:  School of Banking and Finance
 
 
Course Outline: http://banking.web.unsw.edu.au/
 
 
Campus: Kensington Campus
 
 
Career: Undergraduate
 
 
Units of Credit: 6
 
 
EFTSL: 0.12500 (more info)
 
 
Indicative Contact Hours per Week: 3
 
 
Enrolment Requirements:
 
 
Prerequisite: FINS1613; Prerequisite or corequisite: FINS2624
 
 
Fee Band: 3 (more info)
 
 
Further Information: See Class Timetable
 
 

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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© The University of New South Wales (CRICOS Provider No.: 00098G), 2004-2011. The information contained in this Handbook is indicative only. While every effort is made to keep this information up-to-date, the University reserves the right to discontinue or vary arrangements, programs and courses at any time without notice and at its discretion. While the University will try to avoid or minimise any inconvenience, changes may also be made to programs, courses and staff after enrolment. The University may also set limits on the number of students in a course.