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Introduction to Personal Financial Planning (11228.2)

Level: Level 2 - Undergraduate Intermediate Unit
Credit Points: 3
HECS Bands:

Band 3 2013-2020 (Expires 31 Dec 2020) Band 4 2021 (Commenced After 1 Jan 2021) Band 5 2021 (Commenced Before 1 Jan 2021)

Faculty: Faculty of Business, Government & Law
Discipline: Canberra Business School


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Unit Outlines

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  • Semester 2, 2020, ON-CAMPUS, BRUCE (197489) - View
  • Semester 2, 2019, ON-CAMPUS, BRUCE (184878) - View

If a link to your Unit Outline is not displayed, please check back later. Unit Outlines are generally published by Week One of the relevant teaching period.


This unit aims to provide students with an overview of the financial planning process within the Australian context. It introduces students to the principles of personal financial planning and professional financial advice, the regulatory environment, financial products and basic strategies for wealth creation and protection.

Learning Outcomes

After successful completion of this unit, students will be able to:

1. Discuss the importance of personal financial planning and the financial advisors role within the financial planning process;

2. Identify the need for client and product research in personal financial planning;

3. Explain the role of superannuation, investments and taxation in wealth creation and preservation;

4. Distinguish insurance products and describe their use to manage risk and illustrate the use of margin lending, derivatives and foreign exchange; and

5. Appraise the client's financial situation and recommend suitable strategies to accumulate, preserve and distribute wealth.

Assessment Items

Contact Hours

One 2 hour lecture and one 1 hour tutorial on-campus per week.





Assumed Knowledge


Incompatible Units


Equivalent Units

9987 Introduction to Personal Financial Planning

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