Undergraduate | GRF-AFE122 | 2024
Financial Planning 1
Course information for 2024 intakeView information for 2023 course intake
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
- Entry requirements
- No ATAR needed,
- No prior study
- 13 weeks
- 04 Mar 2024,
- 15 July 2024
HECS-HELP and FEE-HELP available
About this subject
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.
- Personal Financial Planning - The Advice Process & Environment
- Financial Planning Skills - Numeracy
- Taxation Planning
- Engaging Clients and Goal Setting
- Investment Choices
- Investments - Direct & Indirect Investing
- Risk Management & Insurance
- Superannuation & Retirement
- Social Security
- Estate Planning
This subject 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 subject to discussions of contemporary issues, such as ethics, regulation, technology and government policy, and authentic financial planning tasks.
Students should not enrol in this subject if they have previously completed 2200AFE: Financial Planning 1 at Griffith University.
- Online Quiz 1 (10%)
- Practice-Based Assignment - Client Interview & Self Reflection (30%)
- Practice-Based Assignment - Working Paper (40%)
- Online Quiz 2 (20%)
For textbook details check your university's handbook, website or learning management system (LMS).
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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No entry requirements
- Equipment requirements - Audio/Visual equipment
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.
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Once you’ve completed this subject it can be credited towards one of the following degrees
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