Undergraduate GRF-AFE122-2023

Financial Planning 1

From

$1,892 $2,142

Your upfront cost: $0

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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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2023

Subject details

What you'll learn

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.

Topics covered

- 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.

Entry requirements

No eligibility requirements

Additional requirements

Equipment requirements - Audio/Visual equipment

Description

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.

Assessments

Online Quiz (10%)
Assignment (30%)
Practice-based Assignment (40%)
Online Quiz (20%)

Textbooks

For textbook details check your university's handbook, website or learning management system (LMS).

Related degrees

Undergraduate GRF-AFA-DEG-2023

Bachelor of Applied Financial Advice