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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 2021

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 Accountability

Unit Coordinator TBA

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



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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.




Mid-semester Exam 15%, Application Questions and Case Study 35%,Capstone Project 50%.

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

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