Faculty of Business and Economics

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Monash University

Monash University Handbook 2011 Postgraduate - Unit

6 points, SCA Band 3, 0.125 EFTSL

Refer to the specific census and withdrawal dates for the semester(s) in which this unit is offered.

FacultyFaculty of Business and Economics
OfferedCaulfield First semester 2011 (Evening)
Coordinator(s)Mr Andrew Child


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:

  1. define the legislative framework pertaining to the financial services sector and how it applies in practice in financial planning
  2. develop skills in analysis and problem solving that are critical in the preparation of financial plans and related documents
  3. 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)
  1. develop skills in the use of best practice financial planning software such as VisiPlan.


Within semester assessment: 100%

Chief examiner(s)

Professor Madhu Veereraghavan

Contact hours

3 hours per week