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Financial Planning
Postgraduate | UNE-AFM502 | 2022
Course information for 2022 intake
- Study method
- Online & on-campus
- Assessments
- Subject may require attendance
- Entry requirements
- Part of a degree
- Duration
- 16 weeks
FEE-HELP available
Financial Planning
About this subject
Upon completion of this subject, students will be able to:
- demonstrate an advanced understanding of the financial planning advisory processes and apply expert knowledge of relevant ethical and professional responsibilities;
- demonstrate and apply expert knowledge of the industry and the external environment in which financial planners operate, including the economic, legal, compliance and disclosure requirements when providing advice;
- independently apply suitable theories of investment, portfolio management, superannuation, the associated taxation issues, and the management of investment risk to plan strategies for building and managing wealth for clients; and
- demonstrate at a high level the ability to communicate to clients all relevant and appropriate advice and recommendations in a clear and concise manner, in a systematic and complying format and at a level appropriate for the client.
- Topics will be available to enrolled students in the subjects Learning Management System site approximately one week prior to the commencement of the teaching period.
The financial planning industry is rapidly evolving. To safeguard your career in this dynamic sector, you need an in-depth understanding of financial planning processes, industry operations and management, as well as practical skills in providing advice. In studying this subject, you will explore, in detail, the fundamental requirements of financial planning including professional ethics, the client-adviser relationship, regulations, and the associated economic environment. You will examine the financial planning process from constructing financial plans and preparing Statements of Advice, to implementing and reviewing recommendations. You will also explore specialist topics of superannuation and retirement, risk management and insurance, estate planning, and the operation and management of the industry.
Client Interview and Report: 1500 words. Relates to Learning Outcome 1
Essay and Calculations: 3500 words (or equivalent). Relates to Learning Outcomes 1, 2, 3, 4
Final Examination: 2 hrs 15 mins. Students must obtain at least 50% in the exam (and at least 50% overall) to receive a pass or better in the subject. Relates to Learning Outcomes 1, 2, 3, 4
There is a supervised exam at the end of the teaching period in which you are enrolled. The exam will be offered online with supervision via webcam and screen sharing technology. Coordinated by UNE Exams Unit.
UNE manages supervised exams associated with your UNE subjects. Prior to census date, UNE releases exam timetables. They’ll email important exam information directly to your UNE email address.- Client Interview and Report (10%)
- Essay and Calculations (60%)
- Final Examination (30%)
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.
Others
Candidature in the Master of Professional Accounting.
Additional requirements
- Equipment requirements - Headphones or speakers (required to listen to lectures and other media) Headset, including microphone (highly recommended) Webcam (may be required for participation in virtual classrooms and/or media presentations).
- Software requirements - It is essential for students to have reliable internet access in order to participate in and complete your units, regardless of whether they contain an on campus attendance or intensive school component. For additional information please visit UNE Hardware Requirements: https://www.une.edu.au/current-students/support/it-services/hardware
- Travel requirements - Travel may be required to attend the Final Examination for this subject.
- Other requirements -
Textbook requirements:
Textbook information is not available until approximately 8 weeks prior to the commencement of the Teaching period.
Students are expected to purchase prescribed material.
Textbook requirements may vary from one teaching period to the next.
Where calculators are permitted in examinations, it must be selected from an approved list, which can be accessed from the Further Information link below.
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.