Courses & Units

Investment Planning BFA607

Note:

The 2020 unit offering details for the Graduate Diploma of Financial Planning are currently being confirmed. In the meantime, please contact U.Connect@utas.edu.au with any queries regarding this course.

Introduction

In this unit, you will be introduced to the basic principles of investing. A discussion will be made of the main characteristics of investments with an emphasis on risk and return and the trade-off between the two. The unit focuses on the concepts of portfolio investment and the importance of risk management, plus addresses the issues of correlation and diversification. Identification of the risk profile of an investor is of critical importance in selecting an investment portfolio. The process of asset allocation is a very subjective one and particular to the needs of individual investors. You will study the process of asset allocation, as well as some basic investment approaches. While most people would have a number of basic investment objectives, few people are in a position to be able to devise a plan to help them achieve their objectives. A key ingredient to being able to implement a comprehensive financial plan is determining the investment products that may be appropriate for an investor. We will review the characteristics of individual investment products.

Summary

Unit name Investment Planning
Unit code BFA607
Credit points 12.5
Faculty/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Accounting and Corporate Governance
Coordinator

Roger Colbeck

Level Postgraduate
Available as student elective? No
Breadth Unit? No

Availability

This unit is currently unavailable.

Note

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* The Final WW Date is the final date from which you can withdraw from the unit without academic penalty, however you will still incur a financial liability (see withdrawal dates explained for more information).

Unit census dates currently displaying for 2020 are indicative and subject to change. Finalised census dates for 2020 will be available from the 1st October 2020.

About Census Dates

Learning Outcomes

LO1Identify the role of the financial system, its function, and the key participants within the finance system.
LO2Assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance.
LO3Construct and defend a multi-asset portfolio.
LO4Apply the knowledge of behavioural finance to identify typical behaviour patterns exhibited by investors while making investment decisions.
LO5Evaluate funding methods for investing.

Fees

Domestic

Band Field of Education
3 080101

Fees for next year will be published in October. The fees above only apply for the year shown.

Please note: international students should refer to this page to get an indicative course cost.

Teaching

Assessment

Internal Assessments (40%); Examination (60%).

TimetableView the lecture timetable | View the full unit timetable

Textbooks

Required

Details of any required textbooks will be available in the Unit Outline.

The University reserves the right to amend or remove courses and unit availabilities, as appropriate.