Unit description

Provides an overview of financial planning; investments; retirement; and cash-flow planning; taxation; legal structures; risk assessment; and insurance, focusing on critical aspects of the financial planner-client relationship.

Unit content

Topic 1: Role and Scope of Financial Planning
Topic 2: Contemporary Issues in the Financial Planning Industry
Topic 3: Legal & Ethical Framework
Topic 4: Examining the Financial Planning Process
Topic 5: Investment Fundamentals, Asset Classes and Financial Products
Topic 6: Taxation Fundamentals
Topic 7: Superannuation and Retirement Planning
Topic 8: Social Security Applications
Topic 9: Risk Management & Insurance
Topic 10: Estate Planning

Learning outcomes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

Learning outcomes and graduate attributes

Prescribed texts

Session 2

  • McKeown, W, Kerry, M & Olynyk, M, 2014, Financial Planning, 2nd edn, John Wiley & Sons, Milton, QLD. ISBN: 9781118644836.
Prescribed texts may change in future study periods.

Teaching and assessment


Teaching method
Structured online learning 1 hour (12 weeks)
Exam: open book50%

Intensive offerings may or may not be scheduled in every session. Please refer to the timetable for further details.

Southern Cross University employs different teaching methods within units to provide students with the flexibility to choose the mode of learning that best suits them. SCU academics strive to use the latest approaches and, as a result, the learning modes and materials may change. The most current information regarding a unit will be provided to enrolled students at the beginning of the study session.

Fee information


Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2016 Commonwealth Supported only. Student contribution band: 3

Fee paying courses
For POSTGRADUATE or UNDERGRADUATE full fee paying courses please check Domestic Postgraduate Fees OR Domestic Undergraduate Fees


Please check the international course and fee list to determine the relevant fees.