Module Outline
Date retreived
22/07/2026 2:32 PM AWST
22/07/2026 2:32 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Personal Financial Planning and Investment
Personal Financial Planning and Investment
Module
National Code
State Code
16005
16005
DTWD Status
Approved
Approved
State Implementation and Classification
Approved Date
14/12/1995
Field of Education
081199 - Banking, Finance And Related Fields, N.e.c.
Nominal Hours
34
Description
To provide training in the development of a detailed
knowledge of the investment alternatives available
to the personal investor; the taxation implications
of these alternatives; to create an investment plan
for an individual and to monitor the progress of the
various investments.
knowledge of the investment alternatives available
to the personal investor; the taxation implications
of these alternatives; to create an investment plan
for an individual and to monitor the progress of the
various investments.
No information
Evidence Guide
Internal Assessment 20%
Examination 80%
The internal assessment for 20% of the total grade
will be at the lecturer's discretion and related to
the performance criteria nominated at commencement
of the semester. The end of semester examination
for 80% of the total grade will be one, three hour
written examination.
Examination 80%
The internal assessment for 20% of the total grade
will be at the lecturer's discretion and related to
the performance criteria nominated at commencement
of the semester. The end of semester examination
for 80% of the total grade will be one, three hour
written examination.
Elements and Performance Criteria
No information
No information
Associated Qual/Courses
| State Code | National Code | Title | Type |
|---|---|---|---|
| 8196 | 2226 | Diploma of Business (Banking and Finance) | Accredited course |
| 8197 | Business Banking and Finance | Accredited course |