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

• Study resources

  • Instructional methods

    • Audio/Video conferencing
    • Chat Rooms
    • Discussion forum/Discussion Board
    • Online assignment submission
    • Standard Media
    • Web links
    • Podcasting/Lecture capture

  • Online materials

    • Online Assessment

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

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

• Initial Client Interview (20%)
• Full SoA (50%)
• SoA Presentation (30%)