Financial Planning, Construction and Review

About this subject

• What you'll learn

  After successfully completing this course you should be able to:

  1. Research, analyse and model client financial circumstances, strategies and products using appropriate financial planning tools to inform advice.
  2. Develop and justify appropriate financial planning strategies and recommendations that respond to client goals, circumstances, risk and longer-term implications.
  3. Construct professional financial advice and supporting records that clearly communicate recommendations, rationale, risks and implications.
  4. Communicate and respond to clients professionally when presenting financial advice and managing advice interactions.
  5. Apply ethical, regulatory and professional obligations in developing, documenting and communicating financial advice.

• Topics covered

• Description

• Assessments

• Textbooks

• About Griffith University

Entry requirements

Part of a degree

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

Core

• GRF-AFA-DEG-2027 - Bachelor of Applied Financial Advice

Prior study

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 (Not currently available)

Additional requirements

• Equipment requirements - Audio/Visual equipment

Study load

0.125 EFTSL

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.

Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.