FINS2643 Wealth Management Notes | Assignment Help | Syllabus
University: University Of New South Wales
This course teaches how to handle personal finances, loans, investments, and other wealth management activities using a professional financial planning approach. The course is divided into four sections: First, a brief overview of the financial planning business, its processes, and regulatory frameworks. Second, basic issues such as taxes, social security, property ownership, and credit management will be discussed. Third, particular issues that must be addressed in order to build a complete financial plan include tax planning, investment strategies, risk management and insurance, superannuation, and estate preparation. Fourth, the course looks at the ethical framework and how it applies to financial planning guidance. This course’s content is tailored to meet professional and regulatory standards.
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