fin5afp advanced financial plan
ADVNACED FINANCIAL PLANNING
FIN5AFP
Not currently offered
Credit points: 15
Subject outline
This subject is the capstone subject within the financial planning major and is designed to provide students with the appropriate body of knowledge and skills required of a professional financial planner. The subject material is focused on developing both the analytical and the interpersonal skills required to advise individuals on how best to achieve their financial needs and objectives. This subject will also work on extending and applying the knowledge and skills introduced in earlier financial planning subjects and related disciplines such as Taxation, Finance, Economics and Accounting. Issues will be discussed in the context of real-life work-based practical problems and presented via a case study methodology. Students will also cover the legislative and ethical considerations in compiling a financial plan or Statement of Advice (SOA).
FacultyFaculty of Business, Economics and Law
Credit points15
Subject Co-ordinatorEdward Podolski-Boczar
Available to Study Abroad StudentsYes
Subject year levelYear Level 5 - Masters
Exchange StudentsYes
Subject particulars
Subject rules
PrerequisitesN/A
Co-requisites FIN5FFP
Incompatible subjects FIN5FPL
Equivalent subjectsN/A
Special conditionsN/A
Learning resources
Readings
| Resource Type | Title | Resource Requirement | Author and Year | Publisher |
|---|---|---|---|---|
| Readings | Australia Master Financial Planning Guide - latest edition | Prescribed | CCH Australia | CCH AUSTRALIA |
| Readings | Australian Financial Planning Handbook 2010-2011 | Recommended | Thomas Reuters Australia (2010) | SYDNEY, THOMSON REUTERS |
| Readings | Australian Superannuation Handbook -latest edition | Recommended | Jones S., (2010) | THOMSON REUTERS, |
| Readings | Financial Planning, | Recommended | McKeown W., Kerry M., Olynyk M., (2011) | JOHN WILEY |
Subject options
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