FINA306

Personal Wealth Management

2018

20

300

B Trimester, and other teaching periods

Hamilton, Tauranga

FINA201

To see available locations for each teaching period, view the teaching periods and locations table.

This paper focuses on the nature, usage and regulations on the advice of various financial products and legal instruments for developing personal wealth management plan. Participants gain an appreciation of personal goals and how wealth creation and risk management assist in attaining these. Prior knowledge of securities and bond valuation and portfolio management is assumed.

Teaching Periods and Locations
18B (HAM)
Paper outline 		B Trimester :
09 Jul 2018 - 04 Nov 2018 		Hamilton On-campus 50% internal assessment, 50% examinations
18B (TGA)
Paper outline 		B Trimester :
09 Jul 2018 - 04 Nov 2018 		Tauranga On-campus 50% internal assessment, 50% examinations
18XB (HAM)
Paper outline 		09 Jul 2018 - 04 Nov 2018 Hamilton On-campus 50% internal assessment, 50% examinations
18XB (TGA)
Paper outline 		09 Jul 2018 - 04 Nov 2018 Tauranga On-campus 50% internal assessment, 50% examinations

This paper will be delivered to Tauranga via video-conference.

Timetabled lectures

18B (HAM) 18B (TGA) 18XB (HAM) 18XB (TGA)
Name Day Time Room Dates
Lecture 1 Thur 12:00 PM - 2:00 PM S.1.04, Hamilton Jul 12 - Oct 14
Visit the online timetable for this paper for more details
Name Day Time Room Dates
Lecture 1 Thur 12:00 PM - 2:00 PM TGA.DT.104, Tauranga Jul 12 - Oct 14
Visit the online timetable for this paper for more details
Name Day Time Room Dates
Lecture 1 Thur 12:00 PM - 2:00 PM S.1.04, Hamilton Jul 12 - Oct 14
Visit the online timetable for this paper for more details
Name Day Time Room Dates
Lecture 1 Thur 12:00 PM - 2:00 PM TGA.DT.104, Tauranga Jul 12 - Oct 14
Visit the online timetable for this paper for more details

Indicative Fees

    • You will be sent an enrolment agreement which will confirm your fees. Tuition fees shown are indicative only and may change. There are additional fees and charges related to enrolment - please see the Table of Fees and Charges for more information.

Domestic
International
18B (HAM) $1,077
18B (TGA) $1,077
18XB (HAM) $1,077
18XB (TGA) $1,077

You will be sent an enrolment agreement which will confirm your fees. Tuition fees shown are indicative only and may change. There are additional fees and charges related to enrolment - please see the Table of Fees and Charges for more information.
18B (HAM) $4,528
18B (TGA) $4,528
18XB (HAM) $4,528
18XB (TGA) $4,528

You will be sent an enrolment agreement which will confirm your fees. Tuition fees shown are indicative only and may change. There are additional fees and charges related to enrolment - please see the Table of Fees and Charges for more information.

Available subjects

Finance

Additional information

  • Paper details current as of 31 May 2024 19:40pm
  • Indicative fees current as of 13 Sep 2024 01:20am