Unit

School Of Business

Personal Asset ManagementWestern Sydney University Unit Code: 200265.2

Discipline: INVESTMENT AND SECURITIES

Student Contribution Band: 3

Level: 2

Credit Points: 10

Co ordinator
Greg Cunningham


Assumed Knowledge
Basic principles of finance


Incompatible Units
CO201A - Investments

Teaching Periods

PeriodOffered  Campus  Contact
2020 Spring  Yes  Parramatta City Campus-Macquarie Street - DAY  Greg Cunningham  Timetable.   Print Unit Outline*
2021 Autumn  Yes  Parramatta City Campus-Macquarie Street - DAY  Penny Janson  Timetable not available  
2021 Spring  Yes  Parramatta City Campus-Macquarie Street - DAY  Greg Cunningham  Timetable not available  
2021 Spring  Yes  Parramatta City Campus-Macquarie Street - EVENING  Greg Cunningham  Timetable not available  

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About this Unit
This unit provides students with necessary knowledge and skills to construct and manage a portfolio of personal assets. Emphasis is placed on how the individual, rather than the firm, approaches financing and investing decisions. The unit will consider the theories of portfolio construction, concepts of investment risk, return and diversification, matching asset allocation based on client's individual risk profile, design and management of a personal investment portfolio and the law as it relates to investments.


Courses
2727.4Bachelor of Financial AdvisingCONTINUING
2739.2Bachelor of Business and CommerceCONTINUING
2739.5Bachelor of Business and CommerceCONTINUING
2753.1Bachelor of Business and CommerceCONTINUING
2753.2Bachelor of Business and CommerceCONTINUING
2753.3Bachelor of Business and CommerceCONTINUING
2753.4Bachelor of Business and CommerceCONTINUING
2783.1Bachelor of AccountingCONTINUING
2783.2Bachelor of AccountingCONTINUING
2783.3Bachelor of AccountingCURRENT
2785.2Bachelor of Accounting/Bachelor of LawsCONTINUING
2785.3Bachelor of Accounting/Bachelor of LawsCURRENT


Specialisations

MT2016.1Financial PlanningCONTINUING
MT2018.1Financial Planning and TaxationCONTINUING
MT2031.1Financial PlanningCONTINUING
MT2033.1Financial Planning and TaxationCONTINUING
MT2037.1Financial PlanningCURRENT
MT2039.1Financial Planning and TaxationCURRENT
S08FP.1Financial PlanningCONTINUING
SM2006.1Financial PlanningCONTINUING
SM2042.1Financial PlanningCONTINUING




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