Courses & Units
Investment Planning BFA607
In 2023 this unit is offered twice however each offering is restricted to specific cohorts.
- C6D GradDipFinPlan students should enrol in this unit in Winter School, 2023. Self-enrolment is not enabled for this unit in Winter School so please contact UConnect for assistance with your enrolment in this unit.
- Non-C6D GradDipFinPlan students should enrol in this unit in Semester 2, 2023.
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 |
| College/School | College of Business & Economics Tasmanian School of Business and Economics |
| Discipline | Finance |
| Coordinator | Doctor Faisal Khan |
| Delivered By | University of Tasmania |
| Level | Postgraduate |
Availability
| Location | Study period | Attendance options | Available to | ||
|---|---|---|---|---|---|
| Hobart | Semester 2 | On-Campus | International | Domestic | |
| Online | Semester 2 | Off-Campus | International | Domestic | |
| ECA Melbourne | Semester 2 | On-Campus | International | ||
Key
- On-campus
- Off-Campus
- International students
- Domestic students
Note
Enrolment in units available at ECA Melbourne, Hong Kong Universal Ed, and Shanghai Ocean University is only available to eligible students studying at those corresponding locations.
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Units are offered in attending mode unless otherwise indicated (that is attendance is required at the campus identified). A unit identified as offered by distance, that is there is no requirement for attendance, is identified with a nominal enrolment campus. A unit offered to both attending students and by distance from the same campus is identified as having both modes of study.
Key Dates
| Study Period | Start date | Census date | WW date | End date |
|---|---|---|---|---|
| Semester 2 | 22/7/2024 | 16/8/2024 | 9/9/2024 | 27/10/2024 |
* 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 (refer to How do I withdraw from a unit? for more information).
Unit census dates currently displaying for 2024 are indicative and subject to change. Finalised census dates for 2024 will be available from the 1st October 2023. Note census date cutoff is 11.59pm AEST (AEDT during October to March).
Learning Outcomes
- Describe the role of the financial system, its function, and the key participants within the finance system.
- Assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and long-term economic performance using financial tools and techniques.
- Construct and defend a multi-asset portfolio.
- Apply the principles of behavioural finance to identify typical behaviour patterns exhibited by investors while making sustainable investment decisions.
- Evaluate funding methods for investments and communicate investment recommendations.
Fee Information
| Field of Education | Commencing Student Contribution 1,3 | Grandfathered Student Contribution 1,3 | Approved Pathway Course Student Contribution 2,3 | Domestic Full Fee 4 |
|---|---|---|---|---|
| 081101 | $2,040.00 | $1,597.00 | not applicable | $2,979.00 |
1 Please refer to more information on student contribution amounts.
2 Please refer to more information on eligibility and Approved Pathway courses.
3 Please refer to more information on eligibility for HECS-HELP.
4 Please refer to more information on eligibility for FEE-HELP.
If you have any questions in relation to the fees, please contact UConnect or more information is available on StudyAssist.
Please note: international students should refer to What is an indicative Fee? to get an indicative course cost.
Teaching
| Assessment | Application questions and case study (30%)|Mid-semester test (30%)|Final Exam - take home (40%) |
|---|---|
| Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
| Required |
You will need the following text: Bodie, Z., Kane, A. and Marcus, A.J., (2023). Investments, McGraw-Hill, 13th edition, ISBN: 9781264412662, 1264412665 |
|---|---|
| Recommended | Saunders, M., Lewis, P. and Thornhill, A., 2019. Research Methods for Business Students, Pearson education, 8th edition, ISBN: 9781292208787, 1292208783. Ackert, L. and Deaves, R., 2010, Behavioral Finance: Psychology, Decision-Making, and Markets, 1st edn, Cengage Learning. Taylor, S., and Juchau, R., 2020, Financial Planning in Australia: Advice and Wealth Management 9th edition Administration, LexisNexis Butterworths, Sydney. Valentine, T., and Scott, C., 2011, Modern Financial and Investment Planning 2nd edition, Pearson Australia. Jordan, B., Miller, T., and Dolvin, S., 2021. Fundamentals of Investments: Valuation and Management, McGraw-Hill, 9th Edition, (ISBN10: 1260013979 | ISBN13: 9781260013979). | Links | Booktopia textbook finder |
The University reserves the right to amend or remove courses and unit availabilities, as appropriate.