fin3cfp case studis in financl plannin
CASE STUDIES IN FINANCIAL PLANNING
FIN3CFP
2014
Credit points: 15
Subject outline
This subject is designed to provide students with the knowledge and skills required of the contemporary financial planning professional. The focus of the subject will be in the examination and application of a range of advanced practical strategies that are utilised within the work environment. This subject is focused on extending and applying knowledge and skills introduced in other related subjects, such as Introduction to Financial Planning, Taxation and Superannuation and Retirement. Planning to solve practical problems presented via a case study methodology. In addition to their financial planning knowledge, students will be introduced to a range of skills essential to the role of financial planner, including interviewing, presentation, and relationship building skills.
FacultyFaculty of Business, Economics and Law
Credit points15
Subject Co-ordinatorMarc Olynyk
Available to Study Abroad StudentsYes
Subject year levelYear Level 3 - UG
Exchange StudentsYes
Subject particulars
Subject rules
Prerequisites FIN2FPL or FIN2IFP
Co-requisites FIN3REP or FIN3PRE
Incompatible subjectsN/A
Equivalent subjectsN/A
Special conditionsN/A
Learning resources
Readings
Resource Type | Title | Resource Requirement | Author and Year | Publisher |
---|---|---|---|---|
Readings | Australian Master Financial Planning Guide - latest edition | Prescribed | CCH Australia | CCH AUSTRALIA LTD |
Subject options
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Melbourne, 2014, Semester 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Enrolment information
Subject Instance Co-ordinatorMarc Olynyk
Class requirements
SeminarWeek: 31 - 43
One 3.0 hours seminar other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
Assessment element | Comments | % |
---|---|---|
presentation of a financial plan | 25 | |
three 1,500-word analytical case-studies | 75 |