Financial Planning, Construction and Review
UndergraduateGRF-AFE3222025
Enrolments for this course are closed, but you may have other options to start studying now. Book a consultation to learn more.
- Study method
- 100% online
- Assessments
- 100% online
- Entry requirements
- Part of a degree
- Duration
- 14 weeks
- Start dates
- 14 July 2025
- Loan available
- HECS-HELP and FEE-HELP available
Financial Planning, Construction and Review
About this subject
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.
- Regulation, Ethics & Client Interview
- Scope of Advice & Client Goals
- Cashflow & Debt Reduction Strategies
- Insurance Strategy Development, Research & Recommendations
- Superannuation & Estate Planning
- Best Interests Duty & Documentation
- Product Comparison & Replacement
- Investment & Portfolio Construction
- Writing the Statement of Advice
- Presentation Skills
- Implementation & Review Process
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, AFE329 Estate Planning, AFE222 Risk Management and Insurance, and AFE223 Financial Planning 2.
Students should not enrol in this subject if they have previously completed 3202AFE: Financial Planning, Construction and Review at Griffith University.
- Working Papers (20%)
- Statement of Advice (50%)
- SoA Presentation (30%)
For textbook details check your university's handbook, website or learning management system (LMS).
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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-2025 - Bachelor of Applied Financial Advice
Prior study
You must have successfully completed the following subject(s) before starting this subject:
GRF-AFE223-Financial Planning 2 (no longer 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.
Related degrees
Once you’ve completed this subject it can be credited towards one of the following courses
Bachelor of Applied Financial Advice
UndergraduateGRF-AFA-DEG