2024 unit offering information will be available in November 2023
Introduces students to key financial planning concepts and issues. Students will develop professional skills by engaging in teacher-directed activities and experiences relevant to responsible financial planning and the construction and presentation of a basic financial plan.
Module 1: Financial Planning Introduction, Functions and Processes
Module 2: Financial Planning Frameworks
Module 3: The Regulatory and Legal Framework
Module 4: Ethics and Professional Conduct
Module 5: The Statement of Advice and Financial Plan Development
Module 6: Financial Plan Implementation and Review
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.
|On completion of this unit, students should be able to:|
|1||describe and critically appraise the role (including advisory functions/processes/scopes) of a financial adviser|
|2||outline and explain the regulatory framework which financial advisers operate within and their legal, social, and ethical responsibilities|
|3||demonstrate the importance of the best interests duty, financial adviser-client relationship and effective communication in delivering advice|
|4||construct and present a basic financial plan.|
On completion of this unit, students should be able to:
- describe and critically appraise the role (including advisory functions/processes/scopes) of a financial adviser
- outline and explain the regulatory framework which financial advisers operate within and their legal, social, and ethical responsibilities
- demonstrate the importance of the best interests duty, financial adviser-client relationship and effective communication in delivering advice
- construct and present a basic financial plan.
Teaching and assessment
Commonwealth Supported courses
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Fee paying courses
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