Course Display

A-Z study guide

Course code

AMPF600

Level

6

Credits

15.0

Estimated hours

150.0

To enable students to gain an understanding of the concepts and the laws and regulations relevant to financial planning and the provision of retirement income.

Learning outcomes

Discuss the professional ethics and compliance requirements related to the financial planning industry in New Zealand.

Apply personal budgeting tools to the evaluation of financial management problems.

Apply quantitative analyses in the evaluation of a range of investments.

Articulate the overall process of personal financial planning.