BFC5913 - Financial planning - 2018

This unit provides an introduction to financial planning. Topics include: the legislative and economic environment; the role of financial service advisers; licensing and disclosure; investment strategies, products, and related taxation implications, with particular reference to securities and managed investments; social security; superannuation, pensions and other retirement issues; estate planning; and the financial planning process.

The learning goals associated with this unit are to:

1. describe financial planning activities and legal compliance requirements for financial planners
2. develop specialist skills required for interaction with financial planning clients; this will recognise an ethical dimension to the giving of financial planning advice
3. demonstrate knowledge of the Australian and global investment environments, together with specialist knowledge in the areas of superannuation, financial planning, securities and managed investments
4. evaluate clients' financial objectives and prepare appropriate financial plans
5. demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the nature of financial planning and its design for individual clients.

Within semester assessment: 40% + Examination: 60%

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