Personal Wealth Management

Qualification: Undergraduate unit
Study mode: Online
Payment options: FEE-HELP may be available
Duration: 13 weeks
Start date: Enquire now for upcoming start dates
Awarded by: RMIT University
Course Unit A course unit is a single subject offered as part of a program of study, but can be completed individually. You may receive Recognition of Prior Learning for studying this unit.

Want more course info?

FREE CALL 1800 063 523

Monday to Friday: 8am - late
Saturday and Sunday: 9am - 5pm

About this unit

This online Personal Wealth Management unit from Open Universities Australia and RMIT University introduces students to the financial planning and wealth management industry, with a special focus on individual financial planning and strategy.

This unit covers a range of essential topics, including risk analysis and return of investments, taxation, the investment planning process, insurance, superannuation and retirement planning, social security, and estate planning.

Through engagement with online resources including discussion forums and quizzes, students will develop a thorough understanding of key financial concepts, and an ability to perform analyses and evaluate individual financial plans.

Eligibility

Before enrolling in this course, it is recommended that students have completed the following unit, or possess equivalent knowledge:

Areas of study

In this personal finance unit, the topics you will study include:

  • Introduction to financial planning environment in Australia
  • Analysing the risk and return of investments
  • Taxation 1
  • Taxation 2
  • The investment planning process
  • Direct investments
  • Indirect investments
  • Analysis of investments
  • Risk management and insurance
  • Superannuation and retirement planning
  • Social security
  • Estate planning

Course pathways

This unit is a core requirement in the following course:

Content may also be relevant to other courses, and could qualify you for Recognition of Prior Learning (RPL) for a course offered by another institution.

Get more information

Want more information about this unit? Fill out the enquiry form to the right and a study consultant will contact you with the details you need.

How will this unit advance my career?

This unit will equip you with the necessary tools for designing and executing a successful personal financial plan and strategy, as well as managing and analysing key areas in the field of personal wealth management. These skills are important for ensuring your financial health, regardless of age or occupation, in both the short and long term.

You will be able to understand the various aspects of financial planning, as well as the economic, political and regulatory factors that influence the field: knowledge that will stay with you throughout and beyond your career.

How else will I benefit from this unit?

  • Upon successful completion of this unit you will receive credit for competencies in Personal Wealth Management from RMIT University.
  • Studying online means you can study where you want, at your own pace.
  • Gain industry-relevant skills and transferrable knowledge.
  • Government financial support through FEE-HELP is available.
  • Studying single units allows you the flexibility to work towards a qualification at your own pace.
  • Receive Recognition of Prior Learning (RPL) for this unit across a number of OUA’s full degree programs.

Get more information

Want more information about the career benefits of this unit? Fill out the enquiry form to the right and a study consultant will contact you with the details you need.

Financial assistance

If you are an Australian citizen you may be eligible to receive FEE-HELP for this unit, meaning you can defer payment of your fees.

Get more information

Want more information about financial and student support? Fill out the enquiry form to the right and a study consultant will contact you with the details you need.

You may be eligible to receive FEE-HELP for this course!

This course can be paid for through the FEE-HELP government loan scheme. If you are an Australian citizen or hold a permanent humanitarian visa, this means you don’t need to pay upfront.

Instead, the Australian government will pay your course fees on your behalf. You’ll begin repaying your loan through the tax system once you start earning more than the minimum threshold of $54,869 (2016-17 income year).

Find out more about government study loans here.
For two decades, Open Universities Australia (OUA) has partnered with leading Australian educators to make tertiary-level courses easier to access for people, no matter their background, their work status or their other life commitments. OUA has built up their reputation by making education more flexible, easier to tailor and available almost entirely online.

OUA's devotion to online education remains to this day, but where they once focused on higher education, today they offer the broadest set of post-secondary education and training programs in Australia.
Open Universities Australia offers a range of administrative and student support options. As a student of OUA you will have access to four hours of free expert tutoring support for each unit undertaken through the tutoring service SMARTHINKING. This on-demand service allows you to get fast, detailed feedback on your assignment drafts and gives you access to your tutor in real time.

The My OUA portal is an online student medium that allows you access to all your course and enrolment information as well as access to student forums and assessment tips.

Get more information

Want more information about the career benefits of this course?
Fill out the enquiry form to the right and a study consultant will contact you with the details you need.

FREE CALL 1800 063 523

Monday to Friday: 8am - late
Saturday and Sunday: 9am - 5pm

Over 1,000 accredited online courses from leading Australian universities, TAFEs and colleges