Fin252

Revised Tutorial/Seminar/Workshop Times Please note that tutorial times on the timetable are subject to change. You will be notified of any changes. Tutorial/Seminar/Workshop Program Tutorial Date Topics Covered Readings and Activities Chapter 1 Questions (Q): 1, 3 1 Week 3 The Financial Planning Environment 13 May 2013 Taylor and Juchau – Chapters 1 & 2 Chapter 2 Questions (Q): 1, 8 Chapter 3 Q: 2, 7 2 Week 5 Constructing a Statement of Advice Taylor and Juchau – Chapters 3 to 5 Chapter 4 Q: 1, 2 Chapter 5 Q: 1, 3, 8 Problems (P): 2, 7

Problems (P): 2, 4

P: 4, 6

27 May 2013

P: 3, 5, 8

P: 5b

Chapter 6 Q: 1, 3 3 Week 6 05 Jun 2013 Risk, Credit and asset allocation Taylor and Juchau – Chapters 6 to 8 Chapter 7 Q: 1, 5, 8 Chapter 8 Q: 1, 7

P: 5, 7

P: 7

P: 4, 8

Chapter 9 Q: 1, 2, 3 4 Week 6 06 Jun 2013 Investment Products Taylor and Juchau – Chapters 9 to 11 Chapter 10 Q: 1, 5 Chapter 11 Q: 5, 8 Chapter 13 Q: 4, 5, 6 5 Week 7 Chapter 14 Taxation Q: 2, 3, 4, 7 Taylor and Juchau – Chapters 13 to 15 Chapter 15 Q: 2, 3, 7

P: 2, 5

P: 7

P: 5

P: 7

17 Jun 2013

P: 5, 7

P: 3

FIN 252 Subject Outline

Trimester 2, 2013

Page 1 of 3

Superannuation and social security Taylor and Juchau – Chapters 17 & 18 6 08 Jul 2013 Week 10 Life insurance and estate planning Taylor and Juchau – Chapter 19

Chapter 17 Q: 3, 5, 6

P: 3, 4

Chapter 18 Q: 2, 3, 7

P: 1, 2

Chapter 19 Q: 2, 6, 7, 8

P: 1, 6

7 15 Jul 2013 Week 11 22-28 July 31 July

Oral Presentations

Student Presentations of CS: 3.1, 3.2, 6.2, 7.2, 8.2, 9.1, 10.1, 11.1, 13.1, 14.1, 15.1, 15.2, 17.3, 18.2

Study Week Final Exam at 9.30am

Section B: Assessment
Assessment 1: Tutorial/Lab Tasks - Tutorial Preparation
Graduate Qualities Assessed Informed Innovative and Flexible Socially Responsible Connected Marking Criteria Homework will be checked at each tutorial. The number of questions completed satisfactorily will be recorded each time. A mark out