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 | |
| Hobart | Winter school | On-Campus | International | Domestic | |
| Online | Semester 2 | Off-Campus | International | Domestic | |
| Online | Winter school | Off-Campus | International | Domestic | |
Key
- On-campus
- Off-Campus
- International students
- Domestic students
Note
Please check that your computer meets the minimum System Requirements if you are attending via Distance/Off-Campus.
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 | 10/7/2023 | 8/8/2023 | 28/8/2023 | 15/10/2023 |
| Winter school | 29/5/2023 | 6/6/2023 | 19/6/2023 | 9/7/2023 |
* 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 2023 are indicative and subject to change. Finalised census dates for 2023 will be available from the 1st October 2022. 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 economic performance.
- Construct and defend a multi-asset portfolio.
- Apply the knowledge of behavioural finance to identify typical behaviour patterns exhibited by investors while making investment decisions.
- Evaluate funding methods for investments.
| 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 | $1,892.00 | $1,482.00 | not applicable | $2,837.00 |
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 |
Required readings will be listed in the unit outline prior to the start of classes. |
Links | Booktopia textbook finder |
|---|
The University reserves the right to amend or remove courses and unit availabilities, as appropriate.