Undergraduate GRF-AFE322-2023

Financial Planning, Construction and Review

From

$1,892 $2,142

Your upfront cost: $0

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Duration

14 weeks

Study method

100% Online

Available loans

HECS-HELP
FEE-HELP

Assessments

100% online

Prior study

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

After successfully completing this course you should be able to:

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

Additional requirements

Equipment requirements - 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.Â

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

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