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Applied Financial Planning

Undergraduate | USA-BANK3015 | 2024

Enrol today with instant approval and no entry requirements

Study method
100% online
100% online
Enrol by
16 June 2024
Entry requirements
No ATAR needed,
No prior study
10 weeks
Start dates
24 June 2024

Price from


Upfront cost


FEE-HELP available

Applied Financial Planning

About this subject

  • By the end of this 10-week course, you’ll be able to: 

    1. Outline the financial planning process, and examine the professional, ethical, and legal requirements associated with the client-adviser relationship.
    2. Examine the requirements for the construction of a Statement of Advice (SOA), and evidence an ability to provide SOAs. 
    3. Explain the importance and role of cash flow analysis and budgeting to the creation and disposition of wealth over the client's financial life-cycle.
    4. Identify the relevant taxation impacts on the investor or entity that arise from the selection of alternative investment products or processes to distribute income, and their strategic implications for the investor (entity) over their financial life-cycle.
    5. Highlight the relevant issues and considerations, including taxation and social security, required for the development of client-specific wealth creation and retirement planning strategies.
    6. Demonstrate Business Enterprise Skills in the context of the Financial Planning discipline: i) Oral Communication (advanced level); and ii) Written Communication (advanced level).

Entry requirements

No entry requirements

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.

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