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Undergraduate GRF-AFE122-2021

Financial Planning 1

From

$1,812 $2,062

Your upfront cost: $0

International student?

Duration

13 weeks

Study method

100% online

Available loans

  • HECS-HELP
  • FEE-HELP

Assessments

100% online

Prior study

Not required

Study terms

  • 08 Mar 2021
  • 19 Jul 2021
Griffith University - Logo

With a network of campuses across Brisbane and the Gold Coast, Griffith University is committed to progressive multidisciplinary teaching and research and a valuable online provider with Open Universities Australia. Already attracting students from more than 122 countries, Griffith's dedication to academic excellence is available across Australia through OUA.

QS RANKING 2021

18

Times Higher Education Ranking 2021

13

  • 2021

Subject details

What you'll learn

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

  1. Explain how financial planners are regulated and their legal obligations when providing advice to a client
  2. Perform, present and analyse a range of calculations to support a client's goals
  3. Provide appropriate taxation strategies for a client
  4. Provide appropriate wealth creation strategies for a client that take into account their risk tolerance, risk capacity, investment timeframe and the benefits of diversification (where applicable)
  5. Provide appropriate wealth protection (insurance) strategies for a client using a needs based approach
  6. Provide appropriate retirement and estate planning strategies for a client
  7. Calculate a client's age pension entitlement and advise strategies for increasing this.
Topics covered
    • Personal Financial Planning
    • Financial Planning Skills
    • Taxation Planning
    • Goal setting / investment choices
    • Investing directly in Cash, Fixed Interest, Shares & Property
    • Investing in Managed Investment Schemes
    • Risk Management & Insurance
    • Superannuation
    • Estate Planning
    • Social Security
    • Development of a Statement of Advice
Entry requirements

No eligibility requirements

Special requirements

  • EquipmentDetails - Audio/Visual equipment
Description

This course provides students with a broad overview of personal financial planning and what is required of a financial planner. It also provides students with an opportunity to practically apply the knowledge and skills learnt in this subject to a real-life financial planning task.

Assessments

  • Online Quiz (15%)
  • Assignment (35%)
  • Final Exam (50%)
Textbooks

Check the learning management system (LMS) of your university for textbook details.

Check the learning management system (LMS) of your university for textbook details.

Related degrees

Undergraduate GRF-AFA-DEG-2020

Bachelor of Applied Financial Advice

Undergraduate GRF-AFA-DEG-2021

Bachelor of Applied Financial Advice

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