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Financial Planning 1

Undergraduate | GRF-AFE122 | 2024

An introduction to the processes, rules, and issues relevant to financial advisers. You’ll cover important skills and strategies that form the basis for personal financial advice. Learn to provide tailored and ethical advice to clients.

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Study method
100% online
100% online
Enrol by
7 July 2024
Entry requirements
No ATAR needed,
No prior study
13 weeks
Start dates
4 Mar 2024,
15 July 2024

Price from


Upfront cost


HECS-HELP and FEE-HELP available

Financial Planning 1

About this subject

  • At the completion of this subject students will be able to:

    1. Evaluate the regulation of financial advice and the legal and ethical obligations required of financial advisers when providing advice to clients.
    2. Use client information and market data to perform a range of calculations to evidence achievement of a client's goals.
    3. Analyse financial results in terms of assumptions underpinning their modelling and related theories of finance, including, for example, modern portfolio theory and behavioural finance.
    4. Recommend simple, tailored strategies for wealth creation, wealth protection (insurance), taxation, superannuation and retirement, and estate planning taking into account the client's circumstances and goals.
    5. Demonstrate development of professional skills, including written and oral communication skills, in the research, creation and delivery of client advice and client-relationship management.

Entry requirements

No entry requirements

Additional requirements

  • Equipment requirements - Audio/Visual equipment

Study load

0.125 EFTSL
This is in the range of 10 to 12 hours of study each week.

Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.

Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.

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What to study next?

Once you’ve completed this subject it can be credited towards one of the following courses

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Bachelor of Applied Financial Advice

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