Postgraduate - UnitAFF5390 - Advanced financial planning

This unit entry is for students who completed this unit in 2013 only. For students planning to study the unit, please refer to the unit indexes in the the current edition of the Handbook. If you have any queries contact the managing faculty for your course or area of study.

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6 points, SCA Band 3, 0.125 EFTSL

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Level	Postgraduate
Faculty	Faculty of Business and Economics
Organisational Unit	Department of Accounting and Finance
Offered	Caulfield First semester 2013 (Evening)
Coordinator(s)	Mr Andrew Child

Synopsis

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.

Outcomes

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.

Assessment

Within semester assessment: 100%

Chief examiner(s)

Professor Philip Gray

Contact hours

3 hours per week

Prerequisites

AFF9130