Units

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Sample subject outline - Semester 1 2013

Note: Subject outlines often change before the semester begins. Below is a sample outline.

Rationale

The fields of Financial Planning and Superannuation are growing rapidly in Australia. Both in terms of employment opportunities and personal knowledge the areas are seen as crucial to finance graduates today. This unit seeks to give students a detailed knowledge of the areas of Financial Planning and Superannuation.

Aims

This unit aims to give students a solid grounding in the world of Financial Planning and Superannuation. This will involve gaining knowledge of financial markets and instruments as well as the appropriate regulatory framework.

Objectives

Course Learning Goals (Postgraduate)

The QUT Business School has established the Assurance of Learning (AOL) Goals to meet contemporary industry needs and standards. Achieving these learning outcomes will assist you to meet the desired graduate outcomes set at QUT - aligned with other internationally renowned business schools. Students will develop the following capabilities relevant to a contemporary global and sustainable business environment:

Have knowledge and skills pertinent to a particular discipline (KS)
1.1 Well-researched knowledge and critical understanding applied to issues at the forefront of a specialised discipline area
1.2 Ability to select and use effectively a range of tools and technologies to locate and/or generate information appropriate to the disciplinary context

Be critical thinkers and effective problem solvers (CTA)
2.1 Apply logical, critical and creative thinking and judgement to generate appropriate solutions to problems in the disciplinary context

Be professional communicators in an intercultural context (PC)
3.1 Ability to create and present professional documents and/or reports using high levels of analysis/synthesis/evaluation for a range of contexts and audiences
3.2 Ability to orally communicate and justify ideas and information, at a professional level, for a variety of contexts and audiences, including peers and discipline specialists

Be able to work effectively in a Team Environment (TW)
4.1 Operate effectively and with flexibility to achieve common goals in collaborative settings, using a range of skills, including leadership, negotiation, reflection, proactivity and support for team members

Have a Social and Ethical Understanding (SEU)
5.1 Apply knowledge of the ethical, social and cultural dimensions relevant to business situations, including appropriate standards or codes of practice, to provide courses of action.

Unit Objectives
After completing this unit, all students will:

1. be able to write and deliver a Financial Plan for a client (in a client-centered manner); including reference to taxation position;
2. have a detailed knowledge of the Superannuation industry;
3. have a detailed knowledge of Managed Investments;
4. have a sound understanding of various Insurance products; and
5. have a sound understanding of various Deposit products.

The specific course learning goals and unit objectives that apply to this unit are shown in the assessment section of this unit outline.

Content

The major topics covered in the unit are:

Managed Investment

Superannuation

Insurance Products

Deposit Products

Financial Plans

Approaches to Teaching and Learning

The basic teaching elements of this unit are the lectures, set readings and reference materials.

Lectures introduce substantial new material in addition to providing overview and analysis of set readings and referenced materials, and place these all in context within the overall unit framework. In terms of the unit objectives the lectures, together with set readings and reference materials, provide the knowledge of both the theoretical and practical material (Objectives 1 and 3).

All materials (including tutorials questions) will be provided for students in advance. The materials are available in advance to facilitate discussion within the seminars. In terms of the unit objectives the tutorial questions and the seminar discussion is to assist students in developing their capabilities in applying the relevant knowledge (Objectives 2 and 4).

In accordance with QUT policy, all units are to be subject to Criterion Referenced Assessment (CRA). The unit coordinator will provide students with further details regarding CRA during the course of the semester during class and on the unit's Blackboard site.

Assessment

Students will receive feedback in various forms throughout the semester which may include:

Informal: worked examples, such as verbal feedback in class, personal consultation

Formal: in writing, such as checklists (e.g. criteria sheets), written commentary

Direct: to individual students, either in written form or in consultation

Indirect: to the whole class

Assessment name: Mid-semester Examination
Description: All material covered from Weeks 1-3 is examinable.
Length/Duration: 1 hour + 10 minutes perusal
Formative or Summative: Formative and Summative
Relates to objectives: Unit objectives: 1, 2, 3, 5 and AOL goals: KS (1.1), (1.2) CTA (2.1), PC (3.1)
Weight: 20%
Internal or external: Internal
Group or individual: Individual
Due date: Week 5

Assessment name: Case Study & Presentation
Description: Topic will be chosen by examiner and discussed in class. The oral component of the presentation will be assessed individually.
Due date: Week 8 for assignment receipt; Individual component due thereafter
Length/Duration: 1,500 words
Formative or Summative: Formative and Summative
Relates to objectives: Unit objectives: 1, 2, 3, 4, 6 and AOL goals: KS (1.1), (1.2) CTA (2.1), PC (3.1), SEU (5.1)
Weight: 40%
Internal or external: Internal
Group or individual: Group with Individual Component
Due date: Week 8

Assessment name: End of Semester Examination
Description: All unit material will be examinable (take home examination).
Length/Duration: 2 hours + 15 minutes perusal
Formative or Summative: Summative
Relates to objectives: Unit objectives: 1, 2, 3, 4, 6 and AOL goals: KS (1.1), (1.2) CTA (2.1), PC (3.1), SEU (5.1)
Weight: 40%
Internal or external: Internal
Group or individual: Individual
Due date: Week 13

Academic Honesty

QUT is committed to maintaining high academic standards to protect the value of its qualifications. To assist you in assuring the academic integrity of your assessment you are encouraged to make use of the support materials and services available to help you consider and check your assessment items. Important information about the university's approach to academic integrity of assessment is on your unit Blackboard site.

A breach of academic integrity is regarded as Student Misconduct and can lead to the imposition of penalties.

Resource materials

Additional references can also be found at the unit's Blackboard site http://blackboard.qut.edu.au

Risk assessment statement

There are no out-of-the-ordinary risks associated with lectures or tutorials in this unit. You should, however, familiarise yourself with evacuation procedures operating in the buildings in which you attend classes and take the time to
view the Emergency video.

Disclaimer - Offer of some units is subject to viability, and information in these Unit Outlines is subject to change prior to commencement of semester.

Last modified: 04-Feb-2013