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UG Coursework Unit
Faculty & College
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:
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.
Prescribed learning resources
- McKeown, W, Olynyk, M, Ciancio, L and La, D, 2020, Financial Planning Essentials, 3rd edn, John Wiley & Sons, Milton, QLD. ISBN: 9780730385738.
- No prescribed resources/equipment.
Prescribed Learning Resources may change in future Teaching Periods.
Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.