Hobart
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 2021
| Unit name | Investment Planning |
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| Unit code | BFA607 |
| Credit points | 12.5 |
| Faculty/School | College of Business & Economics Tasmanian School of Business and Economics |
| Discipline | Accounting and Accountability |
| Coordinator | Unit Coordinator TBA |
| Level | Postgraduate |
| Available as student elective? | No |
| Breadth Unit? | No |
Availability
Note
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TNE Program units special approval requirements.
* 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).
Learning Outcomes
| LO1 | Identify the role of the financial system, its function, and the key participants within the finance system. |
| LO2 | Assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance. |
| LO3 | Construct and defend a multi-asset portfolio. |
| LO4 | Apply the knowledge of behavioural finance to identify typical behaviour patterns exhibited by investors while making investment decisions. |
| LO5 | Evaluate funding methods for investing. |
Fees
Teaching
| Assessment | Mid-semester Exam 15%, Application Questions and Case Study 35%,Capstone Project 50%. |
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| Timetable | View the lecture timetable | View the full unit timetable |
Textbooks
| Required | Details of any required textbooks will be available in the Unit Outline. |
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