fin3cfp case studies in financial planning
CASE STUDIES IN FINANCIAL PLANNING
FIN3CFP
Not currently offered
Credit points: 15
Subject outline
In this subject you will gain an insight into the type of tasks you are likely to undertake as a professional within the financial planning industry. The subject will have a strong practical focus and you will be exposed to a range of the more common strategies used in the workplace. As well as covering off on the core knowledge expectations, there will be an emphasis on developing skills in analysis and critical thinking as well as in the interpersonal skills required to appropriately deal with and satisfy the needs of a client. This subject is focused on extending and applying the knowledge and skills introduced in other related subjects such as Introduction to Financial Planning, Taxation and Principles of Retirement and Estate Planning, to practical problems presented via a case study methodology. You will also cover the legislative and ethical considerations in compiling a financial plan or Statement of Advice (SOA). The primary focus is on developing a strong foundation in financial planning for those who intend to pursue a career in the financial services or financial planning industry.
SchoolLa Trobe Business School
Credit points15
Subject Co-ordinatorGreg Jamieson
Available to Study Abroad/Exchange StudentsYes
Subject year levelYear Level 3 - UG
Available as ElectiveNo
Learning ActivitiesRole plays and student presentations to develop interview and presentation techniques
Capstone subjectYes
Subject particulars
Subject rules
PrerequisitesFIN2IFP OR FIN2FPL
Co-requisitesFIN3PRE OR FIN3REP
Incompatible subjectsN/A
Equivalent subjectsN/A
Quota Management StrategyN/A
Quota-conditions or rulesN/A
Special conditionsN/A
Minimum credit point requirementN/A
Assumed knowledgeN/A
Learning resources
Australian Master Financial Planning Guide
Resource TypeBook
Resource RequirementPrescribed
AuthorCCH Australia
Year2020
Edition/Volumelatest edition
PublisherCCH AUSTRALIA LTD
ISBN9781925894295
Chapter/article titleN/A
Chapter/issueN/A
URLN/A
Other descriptionN/A
Source locationN/A
Career Ready
Career-focusedNo
Work-based learningNo
Self sourced or Uni sourcedN/A
Entire subject or partial subjectN/A
Total hours/days requiredN/A
Location of WBL activity (region)N/A
WBL addtional requirementsN/A
Graduate capabilities & intended learning outcomes
Graduate Capabilities
Intended Learning Outcomes
Subject options
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