Advanced Financial Planning (6561.5)

Please note these are the 2014 details for this unit
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Advanced Financial Planning
Available teaching periods Delivery mode Location
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EFTSL Credit points Faculty
0.125 3 Faculty Of Business, Government & Law
Discipline Study level HECS Bands
School Of Information Systems & Accounting Level 3 - Undergraduate Advanced Unit Band 4 2021 (Commenced After 1 Jan 2021)
Band 4 2021 (Commenced After 1 Jan Social Work_Exclude 0905)
Band 5 2021 (Commenced Before 1 Jan 2021)
The unit aims to provide students with the knowledge and skills to prepare a best practice Statement of Advice, as well as implement and review recommendations made to clients. Students will have an understanding of the ethical, legal and professional requirements of providing comprehensive financial advice and be able to demonstrate effective client communication skills, conduct client and product research, and develop strategies for clients with unique needs. This unit is designed to meet the Australian Securities and Investments Commission requirements for knowledge, skills and integrity at an appropriate educational level relative to the types of activities graduates undertake.

Learning outcomes

1) the specific legal requirements governing the provision of financial advice in Australia and the preparation of Statements of Advice
2) demonstrate effective communication skills in dealing with clients
3) explain the importance of client and product research
4) evaluate financial strategies and products
5) develop best practice Statements of Advice


Prerequisites

Strategic Financial Planning
Year Location Teaching period Teaching start date Delivery mode Unit convener
Not available

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Information is provided in the Academic Integrity Policy, Academic Integrity Procedure, and University of Canberra (Student Conduct) Rules 2023. For further advice, visit Study Skills.