Key facts
UNE unit code: AFM404
*You are viewing the 2026 version of this unit which may be subject to change in future.
- Trimester 2 - On Campus
- Trimester 2 - Online
- Trimester 3 - Online
- Armidale 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 | 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 specialist knowledge of the theory and practice of personal and business finance concepts 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 review critically, analyse, consolidate and synthesise relevant theories, concepts and information drawn from a range of sources in order to demonstrate critical thinking and judgement 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 business.
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 | 15% | All offerings | Online Quiz |
| Assignment 2 | Yes | 35% | All offerings | Calculations and Essay Questions No. Words: 3000 equiv |
| Final Examination - Assurance Task | Yes | 50% | All offerings | There is a supervised exam during the teaching period in which you are enrolled. The exam will be offered online with supervision via webcam and screen sharing technology. Coordinated by UNE Exams Unit. Students must obtain 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
ISBN: 9781394286164
McKeown, W., Kerry, M., Olynyk, M., Ciancio, L., and La, D., John Wiley & Sons Australia, Ltd 2nd Edition 2024
Text refers to: All offerings
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