Brief Course Description
1. Course Title:
Advanced Wealth Planning
2. Language of Instruction:
Tiếng Anh
3. Course Code:
AWP0364
4. Credits:
3
5. Course Objectives:
"Understand the investment philosophy of investors and venture capitalists; explain the role of financial planners.
Assess personal financial goals and create a saving plan, discuss and assess risk profiles.
Recommend appropriate asset allocation and long-term investment strategies.
Understand the valuation and selection criteria of major investment products and financial securities in order to implement a financial plan.
Create and assess the effectiveness of retirement strategies such as superannuation funds and self-managed superannuation funds; evaluate and arrange financial affairs to better access social security benefits.
Construct a professional-financial plan.
6. Brief Description of Course Content:
The course aims to provide principles and practices to learners interested in pursuing a career in financial planning and wealth management and examines the investment and financial issues arising from personal wealth management activities. learners will gain knowledge regarding the function, purpose, and regulation of financial institutions, the regulations and requirements governing financial services, and the ethical responsibilities of wealth management professionals. The course covers various topics required for the construction of a comprehensive financial plan including the identification of client financial status and goals, asset allocation, securities trading, managed funds, tax planning, risk management and insurance, superannuation, estate planning and social security.