fin5fpl fund. of financial planning
FUNDAMENTALS OF FINANCIAL PLANNING
FIN5FPL
Not currently offered
Credit points: 15
Subject outline
In this subject, students are provided with an overview of the financial planning industry and an appreciation of the process by which financial planning can be used to better plan, manage and protect the wealth of individuals. Students are introduced to the knowledge, competencies and skills required of a financial planner to prepare, present and monitor a basic financial plan for an individual client. Students will gain an understanding of a range of finance planning topics including investment planning, superannuation, retirement planning, risk management and insurance and estate planning. An understanding of these concepts will be developed within a structured process that will develop skills in analysis and problem solving based on satisfying the financial goals and objectives of a client. The principles of financial planning will be illustrated through practical and real-life situations.
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-requisitesN/A
Incompatible subjects FIN5FPL
Equivalent subjects FIN5FPL
Special conditionsN/A
Learning resources
Readings
| Resource Type | Title | Resource Requirement | Author and Year | Publisher |
|---|---|---|---|---|
| Readings | Australian Financial Planning Handbook - latest edition | Prescribed | Thomson Reuters Australia (2011) | SYDNEY, THOMSON REUTERS |
| Readings | Financial Planning, | Prescribed | McKeown W., Kerry M., Olynyk M., (2012) | JOHN WILEY. |
| Readings | Australia Master Financial Planning Guide - latest edition | Recommended | CCH Australia Ltd. | SYDNEY, CCH AUSTRALIA |
Subject options
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