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.
School: La Trobe Business School (Pre 2022)
Credit points: 15
Subject Co-ordinator: Greg Jamieson
Available to Study Abroad/Exchange Students: Yes
Subject year level: Year Level 3 - UG
Available as Elective: No
Learning Activities: Role plays and student presentations to develop interview and presentation techniques
Capstone subject: Yes
Subject particulars
Subject rules
Prerequisites: FIN2IFP OR FIN2FPL
Co-requisites: FIN3PRE OR FIN3REP
Incompatible subjects: N/A
Equivalent subjects: N/A
Quota Management Strategy: N/A
Quota-conditions or rules: N/A
Special conditions: N/A
Minimum credit point requirement: N/A
Assumed knowledge: N/A
Learning resources
Australian Master Financial Planning Guide
Resource Type: Book
Resource Requirement: Prescribed
Author: CCH Australia
Year: 2020
Edition/Volume: latest edition
Publisher: CCH AUSTRALIA LTD
ISBN: 9781925894295
Chapter/article title: N/A
Chapter/issue: N/A
URL: N/A
Other description: N/A
Source location: N/A
Career Ready
Career-focused: No
Work-based learning: No
Self sourced or Uni sourced: N/A
Entire subject or partial subject: N/A
Total hours/days required: N/A
Location of WBL activity (region): N/A
WBL addtional requirements: N/A