Undergraduate GRF-AFE122-2023
Financial Planning 1
$1,892 $2,142
Your upfront cost: $0
Duration
13 weeks
Study method
100% Online
Available loans
- HECS-HELP
- FEE-HELP
Assessments
100% online
Prior study
Not required
Start dates
- 17 Jul 2023
With a network of campuses spanning three cities in South East Queensland, Griffith University is committed to progressive multidisciplinary teaching and research and a valuable online provider with Open Universities Australia. Already attracting students from over one hundred countries, Griffith's dedication to academic excellence is available across Australia through OUA.
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QS Ranking 2023
19
Times Higher Education Ranking 2023
16
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Subject details
At the completion of this subject students will be able to:
- Evaluate the regulation of financial advice and the legal and ethical obligations required of financial advisers when providing advice to clients.
- Use client information and market data to perform a range of calculations to evidence achievement of a client's goals.
- Analyse financial results in terms of assumptions underpinning their modelling and related theories of finance, including, for example, modern portfolio theory and behavioural finance.
- 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.
- Demonstrate development of professional skills, including written and oral communication skills, in the research, creation and delivery of client advice and client-relationship management.
ASSURANCE OF LEARNING
This course has been designed to evaluate data regarding your capacity to effectively communicate with diverse audiences through a variety of modes and media.
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- Personal Financial Planning - The Advice Process.
- Personal Financial Planning - The Advice Environment.
- Financial Planning Skills - Numeracy.
- Taxation Planning.
- Engaging Clients and Goal Setting.
- Investment Choices.
- Investments - Direct Investing.
- Investments - Indirect Investing.
- Risk Management & Insurance.
- Superannuation & Retirement.
- Social Security.
- Estate Planning.
No eligibility requirements
Additional requirements
- Equipment requirements - Audio/Visual equipment
This course provides students with a broad overview of personal financial advice and the role of financial advisers in a dynamic environment. Students apply the knowledge and skills covered in this course to discussions of contemporary issues, such as ethics, regulation, technology and government policy, and authentic financial planning tasks.
- Online Quiz (10%)
- Assignment (30%)
- Practice-based Assignment (40%)
- Online Quiz (20%)
For textbook details check your university's handbook, website or learning management system (LMS).