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AFC3440 - Pension and financial planning

6 points, SCA Band 0 (NATIONAL PRIORITY), 0.125 EFTSL

Undergraduate Faculty of Business and Economics


Clayton First semester 2009 (Day)


Topics covered include superannuation economics and demographics, industry structure and regulation, products available from fund managers, life offices and superannuation trusts, actuarial mathematics, the mortality table, factors affecting selection, endowments, assurances, single, joint and longest life annuities, application to comparative evaluation of commercial retirement products, financial planners and the financial planning function, accreditation, responsibilities and duties, determination of client objectives and risk profiles, and strategies for superannuation and social security.


The learning goals associated with this unit are to:

  • describe financial planning activities, and legal compliance requirements for financial planners
  • demonstrate specialist skills required for interaction with financial planning clients
  • demonstrate generic knowledge of the Australian and global investment environments, together with specialist knowledge in the areas of superannuation, financial planning, securities and managed investments
  • prepare financial plans for clients with different financial objectives
  • apply critical thinking, problem solving and presentation skills to individual and/or group activities dealing with pension and financial planning.


Within semester assessment: 30%
Examination (3 hours): 70%

Contact hours

3 hours per week





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