This course is designed to help you in the task of incorporating your knowledge of financial planning, taxation, superannuation, retirement planning, estate planning, insurance, risk management and investments into a financial plan (statement of advice) that is informative and useful in identifying and addressing the needs of a client. The regulator ASIC and professional responsibilities impact heavily on the statement of advice. The first weeks explore the legal and ethical responsibilities of financial plan construction and data collection issues, and the need to know the client and to know the financial product. The first assignment is based on these weeks and requires you to answer questions on the legal, ethical requirements and data collection issues of preparing a statement of advice. Later weeks explore the essential elements of different types of financial plans, and you will need to adapt the information in these modules to your own plan. The fourth module requires you to consider the implementation of the financial plan and the need to regularly review the performance of the recommendations.
- Semester of offer*:
- Sunshine Coast: Semester 2
- Student contribution band:
- Band 3
- Census date:
- Academic Calendar
- Class Timetable:
- View class timetables for this course
* Semester of offer is subject to change.
Students enrolled in this course should check the course Blackboard site to ensure that they are accessing the most recent approved version of the course outline.