6 points, SCA Band 3, 0.125 EFTSL
Postgraduate - Unit
Refer to the specific census and withdrawal dates for the semester(s) in which this unit is offered.
Not offered in 2017
This unit provides knowledge and skills in advanced topics in financial planning, such as: setting up and running a practice; ethics, professionalism and compliance; dealing with clients; managing client accounts; insurance and risk management; alternative assets; setting up and running a self-managed super fund; advanced estate planning, and behavioural finance.
The learning goals associated with this unit are to:
- develop a practical understanding at an advanced level of various important and topical subjects in financial planning, with emphasis on client and practice issues
- develop skills in analysis and problem solving that are critical in satisfying client objectives
- develop skills in effectively managing and communicating with clients through research into current issues and reporting of results.
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