PERSONAL WEALTH MANAGEMENT Semester 1, 2018 Practical Assessment— Case Study Assignment Individual or a Group of 2 Students Due date: 29th April 2018 11:59pm Weighting: Case Study and Poster – 30% Word Length: No more than 2000 words (part A only). Content Coverage Lecture Materials 1 to 6. Learning outcomes Understand and perform simple financial need analysis. Understand concepts associated with portfolio theory. Appreciate the effects of taxation on financial planning and calculate tax

| February 14, 2018

PERSONAL WEALTH MANAGEMENT Semester 1, 2018 Practical Assessment— Case Study Assignment Individual or a Group of 2 Students Due date: 29th April 2018 11:59pm Weighting: Case Study and Poster – 30% Word Length: No more than 2000 words (part A only). Content Coverage Lecture Materials 1 to 6. Learning outcomes Understand and perform simple financial need analysis. Understand concepts associated with portfolio theory. Appreciate the effects of taxation on financial planning and calculate tax

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