Faculty of Business and Economics

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Monash University

Monash University Handbook 2010 Postgraduate - Unit

6 points, SCA Band 3, 0.125 EFTSL

FacultyFaculty of Business and Economics
OfferedCaulfield First semester 2010 (Day)
Caulfield Summer semester A 2010 (On-campus block of classes)


This unit provides advanced skills in financial planning, construction of a plan, and review of the plan. Coverage includes: preparation of various financial planning documents including the Financial Services Guide, Privacy Statement and Statement of Advice; aspects of the client relationship; gathering data and identifying goals, objectives and financial issues; assessing strategies, preparing recommendations, and writing the Statement of Advice; implementing the plan; reviewing, updating and maintaining the plan.


The learning goals associated with this unit are to:

  • define the legislative framework pertaining to the financial services sector and how it applies in practice in financial planning
  • develop skills in analysis and problem solving that are critical in the preparation of financial plans and related documents
  • develop skills in effectively managing and communicating with clients
construct a comprehensive, best practice, compliant Financial Services Guide (FSG), Privacy Statement (PS) and Statement of Advice (SoA)
  • develop skills in the use of best practice financial planning software such as VisiPlan.


Within semester assessment: 100%

Chief examiner(s)

Andrew Child

Contact hours

3 hours per week