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Undergraduate | GRF-AFE223-2023

Financial Planning 2

Study method

100% online


100% online

Entry requirements

Part of a degree


13 weeks

Start dates

  • 06 Mar 2023
  • 17 July 2023

Price from


Upfront cost


HECS-HELP and FEE-HELP available

About this subject

What you'll learn

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

  1. Apply various portfolio management models to critically evaluate investment fund performance.
  2. Analyse asset class data and valuations, market trends and behaviour, and client's needs and objectives to formulate investment strategy and product recommendations.
  3. Discuss the regulatory and ethical obligations of financial advisers when providing investment advice to clients.


This subject evaluates student performance for Assurance of Learning purposes for the program learning objective (PLO):  

This course has been designed to collect data regarding your capacity to identify and critically analyse sources of data to inform evidenced-based decision making.

    • The Financial Systems Learning Outcomes.
    • Market Efficiency and Behavioural Finance.
    • Investment Products and types of Managed Funds.
    • Equity Investments.
    • Fixed Income Investments.
    • Portfolio and Investment Strategies.
    • Other types of Investments/Asset Classes.
    • Margin lending.
    • Managed accounts and Discuss details on assignment.
    • Understanding Call and Put Options.
    • Advice to action.
    • Beware of scams and Course Revision.
  • This course studies the fundamental concepts and principles in finance which serve as the bases for investment analyses and decisions. It explores the trade-off between risk and return as well as the quantitative tools that are essential to analyse this trade-off. The course is intended to provide students with a general overview of both the context and the content of Investment Planning especially as it relates to Financial Planning in Australia.

    • Online Quiz (20%)
    • Case Study (Part A Group & Part B Individual) - Research-based Assignment (50%)
    • Take home Exam - Problem Solving Assignment (30%)
  • 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.

    Learn more about Griffith.

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    Times Higher Education Ranking 2023: 16

Entry requirements

Part of a degree

To enrol in this subject you must be accepted into one of the following degrees:


  • GRF-AFA-DEG-2023 - Bachelor of Applied Financial Advice

Prior study

You must have successfully completed the following subject(s) before starting this subject:

Additional requirements

  • Equipment requirements - Audio/Visual equipment

Related degrees

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

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Bachelor of Applied Financial Advice