Financial Planning and Investment

Unit code: HBC242N

Related course(s)

A unit of study in the Bachelor of Commerce suite.

At the completion of this unit students will be able to:

Understand and describe the various levels of risks associated with diverse investments
Understand and distinguish between fundamental and technical analysis
Identify and apply taxation planning strategies in an investment environment
Analyse the need and benefits of retirement planning strategies
Associate appropriate risk leveraging investments with the risk profiles of individuals and recommend risk-hedged portfolio
Apply knowledge of investment principles to evaluate companies’ performance from an investment perspective

Lecture (2 hours), Tutorial (1 hour)

Test 10%-20%; group assignment 10%-20%; group work 5%-15%; final examination 50%-60%.

The graduate attributes which relate to this unit help to produce graduates who are:

Capable in their chosen professional, vocational or study areas
Entrepreneurial in contributing to innovation and development within their business, workplace or community
Effective and ethical in work and community situations
Adaptable and able to manage change
Aware of local and international environments in which they will be contributing (eg socio-cultural, economic, natural)

Students are advised to check the unit outline in the relevant teaching period for appropriate textbooks and further reading.