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.
|Unit name||Investment Planning|
|College/School||College of Business & Economics
Tasmanian School of Business and Economics
|Discipline||Accounting and Accountability|
|Coordinator||Doctor Roger Colbeck|
|Available as student elective?||No|
|Delivered By||Delivered wholly by the provider|
|Location||Study period||Attendance options||Available to|
|Hobart||Semester 2||On-Campus||Off-Campus||International International||Domestic Domestic|
- International students
- Domestic students
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|Study Period||Start date||Census date||WW date||End date|
* 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 2022 are indicative and subject to change. Finalised census dates for 2022 will be available from the 1st October 2021. Note census date cutoff is 11.59pm AEST (AEDT during October to March).
- Identify 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 investing.
|Field of Education||Commencing Student Contribution 1||Grandfathered Student Contribution 1||Approved Pathway Course Student Contribution 2||Domestic Full Fee|
- FEE-HELP is available on this unit, depending on your eligibility4
1 Please refer here more information on student contribution amounts.
2 Information on eligibility and Approved Pathway courses can be found here
3 Please refer here for eligibility for HECS-HELP
4 Please refer here for eligibility for FEE-HELP
Please note: international students should refer to this page to get an indicative course cost.
|Assessment||Test or quiz (15%)|Project (50%)|Case Study (35%)|
|Timetable||View the lecture timetable | View the full unit timetable|
Required readings will be listed in the unit outline prior to the start of classes.
|Links||Booktopia textbook finder|
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