Introduction to Financial Planning
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The University of South Australia, UniSA, is ranked in the top 10 universities nationally and amongst the very best young universities in the world. They offer over 200 world-class degrees that are informed by industry and delivered with a highly practical approach to teaching and learning. In fact, they are South Australia’s number one university for graduate careers. They are a valuable partner with Open Universities Australia.
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By the end of this 10-week course, you’ll be able to:
Outline the functions of the financial planning industry and the legislative requirements within which the participants conduct their business.
Identify the skills and ethical requirements required of the financial planner.
Evaluate the impact of investor characteristics and the investor's risk profile on the design of personal investment portfolios.
Introduce and appraise the roles of the various investment classes and types of investments commonly utilised in financial planning.
Enhance communication skills for effective financial presentations
Demonstrate Business Enterprise Skills in the context of the Financial Planning discipline.
- Personal Financial Planning
- Financial Planning Skills
- Investment Choices
- Direct Investment – Fixed Interest and Shares
- Property Investments
- Managed Funds
- Leveraged Investments
- Risk Management and Insurance
- Estate Planning
No eligibility requirements
No additional requirements
Learn about the financial planning industry, its regulatory and ethical requirements, and the techniques and products associated with offering personal investment and financial planning advice. This course requires you to apply various analytical techniques and skills to a range of financial issues which apply to the personal investor.
This area of finance is very dynamic in nature, with much of the evolution of the financial planning industry in Australia driven by government regulation and dis(incentives). As a result, the financial and investment applications developed in this course are based on various taxation incentives or social security exemptions currently available. Throughout your studies, you’ll learn the general principles that financial planners and investors should be aware of, rather than specific taxation/social security issues.
UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.
Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device.
This is a second-year course from UniSA Online’s Financial Planning degree. Please note: you are responsible for completing any relevant prerequisite courses before enrolling in this course.
- Continuous Assessment - 2500 words (55%)
- Examination - 2 hours (45%)