Open Universities Australia 13 6736 Favourites
Open Universities Australia
  • Study online
    • Explore study online
    • Architecture & construction
    • Art & creative design
    • Business & management
    • Community services & care
    • Education & teaching
    • Engineering
    • Health & medical science
    • Humanities & social science
    • IT & computer science
    • Law & justice
    • Media & communication
    • Psychology & mental health
    • Science
    • Search all courses
    • Study types
    • Undergraduate degrees
    • Postgraduate courses
    • Pathways and pre-university
    • Single subjects
    • Short courses
    • Choosing a course
    • Help me choose a course
    • Chat with a student advisor
    • Compare courses
    • Degrees vs single subjects
  • How OUA works
  • Your studies
    • Getting started
    • Key dates
    • Minimum age requirements
    • How to enrol
    • Applying for credit
    • Study planning
    • Textbooks & study materials
    • Computer requirements
    • Exams
    • International students
    • Financial options
    • Student loans
    • Study allowances
    • Fees
    • Support
    • Getting advice
    • Study preparation
    • Disability support
    • Smarthinking
    • Special Circumstances
    • COVID-19 & Study
  • Advice
13 6736
Favourites
Sign in
  • OUA
  • Subjects

Undergraduate GRF-AFE322-2021

Financial Planning, Construction and Review

From

$1,812 $2,062

Your upfront cost: $0

International student?

Duration

14 weeks

Study method

100% online

Available loans

  • HECS-HELP
  • FEE-HELP

Assessments

100% online

Prior study

Required

Study terms

  • 08 Nov 2021
Griffith University - Logo

With a network of campuses across Brisbane and the Gold Coast, Griffith University is committed to progressive multidisciplinary teaching and research and a valuable online provider with Open Universities Australia. Already attracting students from more than 122 countries, Griffith's dedication to academic excellence is available across Australia through OUA.

QS RANKING 2021

18

Times Higher Education Ranking 2021

13

  • 2021

Subject details

What you'll learn

Competently use financial planning software to research and model financial planning scenarios.

Construct a comprehensive, best practice and compliant Statement of Advice.

Demonstrate a high standard of written and oral communication and management skills in the research, creation and delivery of client advice and client-relationship management.

Demonstrate a high level of compliance, ethics and best practice in the management of client relationships and business processes, including complaints

Topics covered
    • 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
Entry requirements

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

GRF-AFE227-Superannuation and Retirement and GRF-AFE329-Estate Planning and GRF-AFE222-Risk Management and Insurance and GRF-AFE223-Financial Planning 2 ;

Special requirements

  • EquipmentDetails - Audio/Visual equipment
Description

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

Assessments

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

Check the learning management system (LMS) of your university for textbook details.

Related degrees

Undergraduate GRF-AFA-DEG-2021

Bachelor of Applied Financial Advice

Tell us a little about yourself

Open Universities Australia
Facebook Twitter Instagram LinkedIn YouTube
  • Contact us
  • About us
  • OUA Blog
  • Media centre
  • Partnerships
  • Universities
  • Your career
  • FAQ and glossary
  • Work with us
  • Courses
  • MBA online
  • COVID-19 and study
  • Partner Hub
  • Open2Study

Open Universities Australia is a not-for-profit organisation.
© Open Universities Australia 2021. All rights reserved.

  • Cookies
  • Copyright
  • Disclaimer
  • Privacy
  • Terms of use
  • Site map