FIN30017 · Swinburne University of Technology
Investment and Financial Planning Project
- Credit points
- 12.5
- Level
- 3
- Workload
- ≈ 13 h / week
- Faculty
- Business
What it covers
This unit aims is to provide students with the knowledge of investment theories, strategies and instruments and their applications in construction of Statement of Advice. In particular, the unit focuses on the understanding and the applications of modern finance theories and how these theories influence investment planning decisions. Students will use relevant technologies and learn to construct and present a comprehensive Statement of Advice that fulfils the legal and ethical obligations of a financial advisor.
Assessment
| Task | Type | Weight |
|---|---|---|
| Assignment | Group | 40% |
| Assignment | Individual | 35% |
| Presentation | Group | 35% |
| Online Quizzes | Individual | 20% |
When and where
Not offered in 2027, or offerings not published yet.