Financial Planning, Construction and Review
UndergraduateGRF-AFE3222021
Course information for 2021 intake View information for 2025 course intake
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
- Loan available
- HECS-HELP and FEE-HELP available
Financial Planning, Construction and Review
About this subject
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
- 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
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
- Reflective Journal and Remarkable Me Video (20%)
- Group Report and Peer & Self Assessment (40%)
- Problem Solving & Timed Assignment (40%)
For textbook details check your university's handbook, website or learning management system (LMS).
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Entry requirements
To enrol in this subject, you must be admitted into a degree.
Prior study
You must have successfully completed the following subject(s) before starting this subject:
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.