units
BFF5390
Faculty of Business and Economics
This unit entry is for students who completed this unit in 2016 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.
Refer to the specific census and withdrawal dates for the semester(s) in which this unit is offered.
Faculty
Organisational Unit
Department of Banking and Finance
Coordinator(s)
Offered
Not offered in 2016
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:
Within semester assessment: 100%
Minimum total expected workload to achieve the learning outcomes for this unit is 144 hours per semester typically comprising a mixture of scheduled learning activities and independent study. Independent study may include associated readings, assessment and preparation for scheduled activities. The unit requires on average three/four hours of scheduled activities per week. Scheduled activities may include a combination of teacher directed learning, peer directed learning and online engagement.
See also Unit timetable information
AFF9130 or BFF5913
AFF5390