Undergraduate - UnitBFG3210 - Financial planning

This unit entry is for students who completed this unit in 2014 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

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

Level	Undergraduate
Faculty	Faculty of Business and Economics
Organisational Unit	Department of Banking and Finance
Offered	Not offered in 2014
Coordinator(s)	Mr Peter Lambourn

Synopsis

This unit provides an introduction to the process and environment of financial planning, essential to anyone pursuing a career in the financial planning industry. Students gain skills and knowledge regarding the role of financial service advisers and the client/adviser relationship; compliance and ethics; securities and managed funds, and related taxation implications; social security; superannuation, pensions and other retirement issues; and estate planning. These topics are integrated through the study of financial plan construction and the actual preparation of a financial plan.

Outcomes

The learning goals associated with this unit are to:

explain the role of financial planning and the legal compliance requirements for financial planners
demonstrate specialist skills required for interaction with financial planning clients
demonstrate knowledge of the Australian and global investment environments, together with specialist knowledge in the areas of superannuation, financial planning, securities and managed investments
create and evaluate financial plans for clients with different financial objectives
apply critical thinking, problem solving and presentation skills to individual and/or group activities dealing with financial planning and demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the topics covered by BFG3210.