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



Incompatible subjects FIN5FPL

Equivalent subjects FIN5FPL

Special conditionsN/A

Learning resources


Resource TypeTitleResource RequirementAuthor and YearPublisher
ReadingsAustralia Master Financial Planning Guide - latest editionPrescribedCCH Australia Ltd.SYDNEY, CCH AUSTRALIA
ReadingsAustralian Financial Planning Handbook - latest editionRecommendedThomson Reuters Australia (2011)SYDNEY, THOMSON REUTERS
ReadingsAustralian Superannuation Handbook - latest editionRecommendedJones, S.N/A
ReadingsFinancial Planning,RecommendedMcKeown W., Kerry M., Olynyk M., (2012)JOHN WILEY.

Subject options

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Start date between: and    Key dates

Melbourne, 2014, Semester 1, Day


Online enrolmentYes

Maximum enrolment sizeN/A

Enrolment information

Subject Instance Co-ordinatorEdward Podolski-Boczar

Class requirements

Seminar Week: 10 - 22
One 3.0 hours seminar other recurrence on weekdays during the day from week 10 to week 22 and delivered via face-to-face.


Assessment elementComments%
one 1500-word analytical case study20
one 3-hour examination70
seminar participation and presentation10