Financial Planning, Construction and Review

• • Advice Process and Client Relationships
  • Ethics and Regulations
  • Wealth Protection - Preparing the Recommendations
  • Wealth Protection - Selecting the Provider - XPlan
  • Wealth Creation - Preparing the Recommendations
  • Wealth Creation - Selecting the Provider - XPlan
  • Preparing the Recommendations - Other strategies
  • Preparing the SoA and XPlan workshop
  • Managing the Client Relationships

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

• GRF-AFE227-Superannuation and Retirement

• GRF-AFE329-Estate Planning

• GRF-AFE222-Risk Management and Insurance

• GRF-AFE223-Financial Planning 2

Additional requirements

• Equipment requirements - Audio/Visual equipment

This subject focuses on the application of prior knowledge to the development of the necessary capacity to assess clients needs; prepare, present, evaluate and implement tailored, comprehensive financial plans. Students will also be able to recognise the implications of legal and ethical codes that relate to financial planners and to apply them to their own work activities. 

Prerequisites: AFE227 Superannuation and Retirement and AFE329 Estate Planning, AFE222 Risk Management and Insurance, AFE223 Financial Planning 2

• Reflective Journal and Remarkable Me Video (20%)
• Group Report and Peer & Self Assessment (40%)
• Problem Solving & Timed Assignment (40%)

Current study term: 07 Nov 21 to 11 Feb 22