Uws Learning Guide for Financial Planning

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Financial Planning

200627
Autumn 2011

Learning Guide

© Copyright of the University of Western Sydney, 2011

No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without the prior written permission from the Head of School, School of Accounting. Copyright for acknowledged materials reproduced herein is retained by the copyright holder. All readings in this publication are copied under licence in accordance with Part VB of the Copyright Act 1968.

Table of Contents

My lecturer and tutor3
Staff details3
Student consultation3
Introduction to the learning guide4
Key learning outcomes4
Activities and resources to support your learning5
Academic misconduct7
Schedule of weekly learning activities: Autumn 20119
Assessment information10
Satisfactory attendance and appropriate behaviour10 Tutorial homework (0%)10
Fact Finder assignment (10%)11
Mid-Semester test (20%)11
Statement of Advice/Financial Plan assignment (20%)12 Final examination (50%)12
Week 1 (beginning 28 February 2011).
Week 2 (beginning 7 March 2011).
Week 3 (beginning 14 March 2011).
Week 4 (beginning 21 March 2011).
Week 5 (beginning 28 March 2011).
Week 6 (beginning 4 April 2011).
Week 7 (beginning 11 April 2011) No classes this week: Mid semester exam Saturday 17 April 2011 Week 8 & 9 (beginning 18- 29 April 2011) BREAK.
Week 10 (beginning 4 May 2011).
Week 11 (beginning 9 May 2011).
Week 12 (beginning 16 May 2011).
Week 13 (beginning 23. May 2011).
Week 14 (beginning 30 May 2011).
APPENDIX: Assignments13

My lecturer and tutor

Lecturer’s name: ______________________________________

Tutor’s name: _________________________________________

Tutor’s contact details: _________________________________

Staff details

Unit Coordinator:

Sharon Taylor

Email: Sharon.taylor@uws.edu.au

Building EDG, Room 15 Parramatta Campus
Phone: 02 96859861

Lecturing and tutoring staff:

Suzanne Wagland (Parramatta)

Email: s.wagland@uws.edu.au

Building EDG, Room 201, Parramatta Campus
Phone: 02 9685 9865

Student consultation

Refer to vUWS site for consultation times of teaching staff

Introduction to the learning guide

This Learning Guide supplements the Unit Outline and is designed to help you navigate through the unit. It will help you focus each Week on what you need to do to prepare for lectures and tutorials as well as the various assessment tasks throughout the unit.

Each week, you should consult the relevant section of this Learning Guide as you plan your study. The Learning Guide will highlight the main things that you should be getting out of the textbook reading set for the Week. It will also provide guidance on what will be covered in the Week’s lecture and how to prepare effectively for the Week’s lecture and tutorial.

The Learning Guide also assists you in developing the skills and techniques of an effective learner at University level. In addition to acquiring information and skills relevant to accounting, a key focus that you should have in this Unit is developing the habits and tools of a successful University student. These are essential in your successful progress, not only through this Unit, but through the degree program that you ultimately pursue.

Related to this aim, each Week the Learning Guide will provide a checklist to help you monitor your progress on various study tasks as well as the specific learning outcomes relevant to each...
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