Personal Wealth Management - FINA306 (2018)

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.

Paper Information

Points: 20.0
Prerequisite(s): FINA201
Internal assessment / examination: 50:50

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

Semesters and Locations

Occurrence Code When taught Where taught
18B (HAM)B Semester : 9 Jul 2018 - 4 Nov 2018 Hamilton
18B (TGA)B Semester : 9 Jul 2018 - 4 Nov 2018 Tauranga
18XB (HAM)XB Semester : 9 Jul 2018 - 4 Nov 2018 Hamilton
18XB (TGA)XB Semester : 9 Jul 2018 - 4 Nov 2018 Tauranga

Timetabled Lectures for Personal Wealth Management (FINA306)

DayStartEndRoomDates
FINA306-18B (HAM)
Thu12:00 PM2:00 PMS.1.04Jul 9 - Oct 14
FINA306-18B (TGA)
Thu12:00 PM2:00 PMTGA.DT.104Jul 9 - Oct 14
FINA306-18XB (HAM)
Thu12:00 PM2:00 PMS.1.04Jul 9 - Oct 14
FINA306-18XB (TGA)
Thu12:00 PM2:00 PMTGA.DT.104Jul 9 - Oct 14

NB:There may be other timetabled events for this paper such as tutorials or workshops.
Visit the online timetable for FINA306 for more details


Indicative Fees for Personal Wealth Management (FINA306)

Occurrence Domestic International
 Tuition Resource 
18B (HAM) $1077 $0 $4528
18B (TGA) $1077 $0 $4528
18XB (HAM) $1077 $0 $4528
18XB (TGA) $1077 $0 $4528
You will be sent an enrolment agreement which will confirm your fees.
Tuition fees shown below 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.

Paper Outlines for Personal Wealth Management (FINA306)

The following paper outlines are available for Personal Wealth Management (FINA306).
If your paper occurrence is not listed contact the Faculty or School office.

Additional Information

Available Subjects:  Finance

Other available years: Personal Wealth Management - FINA306 (2017)

Paper details current as of : 22 July 2019 10:23am
Indicative fees current as of : 5 February 2019 5:10pm

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