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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.
Before enrolling in this course, it is recommended that students have completed the following unit, or possess equivalent knowledge:
In this personal finance unit, the topics you will study include:
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.
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.
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.
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.
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.
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.
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.
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.