FINC101-18S1 (C) Semester One 2018

Personal Finance

15 points

Details:
Start Date: Monday, 19 February 2018
End Date: Sunday, 24 June 2018
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Friday, 2 March 2018
  • Without academic penalty (including no fee refund): Friday, 18 May 2018

Description

Personal financial literacy and decision making, including consumption and investment, debt, insurance, retirement and estate planning.

Learning Outcomes

  • 1.  DESCRIPTION OF COURSE
    The objective of the course is to increase the financial literacy and motivate personal financial planning.  Students will be exposed to several practitioners on different topics and will have an opportunity to set their own personal financial goals and do financial planning to enable them to meet these goals.  
             LEARNING OUTCOMES
    Upon successful completion of this course, students will be able to:
  •       Demonstrate understanding of financial planning concepts
  •       Complete personal financial statements
  •       Demonstrate understanding of compound interest from both an investor and creditor
  •       Demonstrate understanding of the benefits and costs of consumer credit
  •       Make a rent vs buy decision for housing
  •       Demonstrate understanding of the benefits and costs of various kinds of insurance
  •       Demonstrate an understanding of wealth building using simple investment opportunities
  •       Demonstrate the application of financial concepts to consumption/savings/investment plans to meet short-term, medium-term and long-range goals.

      • University Graduate Attributes

      This course will provide students with an opportunity to develop the Graduate Attributes specified below:

      Critically competent in a core academic discipline of their award

      Students know and can critically evaluate and, where applicable, apply this knowledge to topics/issues within their majoring subject.

Course Administrator

Debra Reed

Guest Lecturer

Haileslasie Gebremarium

Assessment

Assessment Due Date Percentage  Description
Project 45% A comprehensive project which will consist of a personal financial plan
Test 15% On-line mini-test 45 mins duration
Test 15%
Test 15%
Tutorial participation 10% Homework and tutorial participation

Indicative Fees

Domestic fee $790.00

International fee $3,350.00

* All fees are inclusive of NZ GST or any equivalent overseas tax, and do not include any programme level discount or additional course-related expenses.

Minimum enrolments

This course will not be offered if fewer than 40 people apply to enrol.

For further information see Department of Economics and Finance .

All FINC101 Occurrences

  • FINC101-18S1 (C) Semester One 2018
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