Course Title: Investment Planning

Part A: Course Overview

Course ID: 001157

Course Title: Investment Planning

Credit Points: 12

Course Code




Learning Mode

Teaching Period(s)


City Campus


615H Accounting & Law


Sem 1 2006,
Sem 2 2006,
Sem 1 2007,
Sem 2 2007

Course Coordinator: Antony Young

Course Coordinator Phone: +61 3 99255752

Course Coordinator Email:

Pre-requisite Courses and Assumed Knowledge and Capabilities

Successful completion of VCE English Units 3 and 4 or equivalent.
The requirement is for students to be able to demonstrate the ability to comprehend and communicate information in accurate, clear, concise and coherent English.
Students should also demonstrate an awareness of the business environment and the ability to be self-disciplined and organised in their approach to study in this course.

Course Description

Investment Planning provides an opportunity for students to develop the ability to: analyse investment alternatives; provide an awareness of the circumstances which affect investment decisions of different investors; understand the principles behind selection and evaluation of investment products and appreciate the impact of taxation and other factors decisions; and, to understand the alternative forms of investment available;

Investment Planning is an elective unit in the Bachelor of Business (Accountancy) degree. A student who has completed BAFI1042 Investment or is currently enrolled in BAFI1042 is not eligible to enrol in this course.

Objectives/Learning Outcomes/Capability Development

Successful completion of Investment Planning means that students should be able to:

Demonstrate an ability to analyse investment alternatives and to provide an awareness of the circumstances which affect investment decisions of different investors

In addition, the course provides an opportunity for students to develop generic capabilities. These include the ability to:

Critically analyse, reason logically and conceptualise issues
Identify, understand, and apply investment planning techniques to solve real world problems using a creative and innovative approach
Clearly communicate analysis and reasoning in both written and oral form.
Act as independent learners.

The main aim of this course is to develop an understand the principles behind the selection and evaluation of investment products, appreciate the impact of taxation, inflation, and various other factors on investment returns and personal investment plans, understand the alternative forms of investments available, be familiar with various investment strategies available to investors, understand the ethical component of the investment advisory industry and its regulations, controls and current practices.

In addition, the course provides an opportunity for students to develop generic capabilities. These include the ability to:
Identify, understand an apply investment planning concepts
Make judgments and decide on appropriate treatments
Clearly communicate their analysis and reasoning
Gather (research) to obtain appropriate information for decision-making.

Overview of Learning Activities

Learning activities use the assumption that set tutorial work, based around case-study. short answer questions, multiple choice questions and true/false questions will be completed by students prior to attending tutorials. This ensures that valuable discussion, extension of concepts and issues requiring clarification can be attended to in the tutorial. This discussion in tutorial groupings is critical to the development of the student’s ability to match case study facts with practical problems and to develop the confidence to deal with investment planning decisions.

Overview of Learning Resources

Students will be advised of the prescribed text for this course and other reading materials upon enrolment.

During the semester, you will be expected to obtain access to and regularly use:
- the prescribed text;
- extra material provided or recommended by the teaching team of this course. This material may be supplied in hard copy and/or via RMIT internet resources found at Online@RMIT.

Overview of Assessment

Assessment in Investment Planning may take the form of an in-semester oral presentation, designed to test the student’s comprehension and understanding of the course material and ability to effectively communicate that understanding. An in-semester assignment which provides an opportunity for students to research industry issues and to develop innovative and creative solutions. An end of semester exam will provide an opportunity for students to demonstrate their ability to analyse, interpret and critically evaluate problem based questions, using extended written responses