Key facts
UNE unit code: AFM104
*You are viewing the 2025 version of this unit which may be subject to change in future.
- Trimester 2 - On Campus
- Trimester 2 - Online
- Trimester 3 - Online
- Armidale Campus
- UNE Sydney Campus
- Yes
- No
- Yes
- 6
Unit information
If you are interested in building wealth for personal and business clients, and for yourself, this unit will give you the foundations to achieve that goal.
Studying this unit will equip you with key practical skills in personal and business finance.
You will develop an understanding of financial skills in areas such as risk/return trade-off, direct and indirect investment in securities and property, risk management, superannuation and retirement planning.
You will also gain an understanding of fundamental financial concepts and their application in personal and business contexts.
Offerings
For further information about UNE's teaching periods, please go to Principal Dates.
| Teaching period | Mode/location |
|---|---|
| Trimester 2 | On Campus, Armidale Campus |
| Trimester 2 | On Campus, UNE Sydney Campus |
| Trimester 2 | Online |
| Trimester 3 | Online |
*Offering is subject to availability
Intensive schools
There are no intensive schools required for this unit.
Enrolment rules
Notes
Please refer to the student handbook for current details on this unit.
Unit coordinator(s)
Learning outcomes
Upon completion of this unit, students will be able to:
- demonstrate a fundamental knowledge of key financial concepts in personal and business finance including budgeting, savings, risk/return trade-off, investment products, wealth management, superannuation and retirement planning, and the ability to apply these concepts in the personal and business finance contexts;
- use a range of cognitive and communication skills to identify, evaluate and synthesise relevant information drawn from a range of sources in order to demonstrate judgement, creative thinking and analytical skills in solving personal and business finance problems;
- work independently and/or collaboratively to plan and execute tasks to enhance professional knowledge and skills; and
- demonstrate the ability to recognise, reflect on, and respond appropriately to a range of ethical, social or environmental issues influencing the practice of personal and business finance.
Assessment information
Assessments are subject to change up to 8 weeks prior to the start of the teaching period in which you are undertaking the unit.
| Title | Must Complete | Weight | Offerings | Assessment Notes |
|---|---|---|---|---|
| Assignment 1 | Yes | 20% | All offerings | Calculations and Essay Questions. Word count not applicable due to quantitative nature of assessment. |
| Assignment 2 | Yes | 30% | All offerings | Calculations and Essay Questions. Word count not applicable due to quantitative nature of assessment |
| Final Examination | Yes | 50% | All offerings | Students must receive at least 50% in the examination (and at least 50% overall) to receive a pass (or better) in the unit. |
Learning resources
Textbooks are subject to change up to 8 weeks prior to the start of the teaching period in which you are undertaking the unit.
Note: Students are expected to purchase prescribed material. Please note that textbook requirements may vary from one teaching period to the next.
Financial Planning, Essentials Edition
ISBN: 9780730385738
McKeown, W., Kerry, M., Olynyk, M., Ciancio, L., and La, D., Wiley 1st ed. 2021
Text refers to: All offerings
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Studying online
At UNE we know it takes more than just being online to be a great online university. It takes time and experience. We pioneered distance education for working adults back in the 1950s, so we’ve been doing this longer than any other Australian university.
We understand the challenges faced by busy adults studying at home. We know that a vital part of online study is your engagement with the learning community. Communication with your classmates, teaching staff and university support staff will enhance your study experience and ensure that your skills extend beyond the subject matter. UNE’s teaching staff are experts in their field which is why UNE consistently receives five stars from students for teaching quality, support and overall experience.*
*The Good Universities Guide
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