Financial Planning Skills
PostgraduateTAS-BFA6102025
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- Study method
- 100% online
- Assessments
- 100% online
- Entry requirements
- Part of a degree
- Duration
- 14 weeks
- Start dates
- 21 July 2025
- Loan available
- FEE-HELP available
Financial Planning Skills
About this subject
Upon successful completion of this subject, the student should be able to:
- Explain the evolution of behavioural finance in a financial advice context.
- Describe individual behavioural patterns as applied across different societal and demographic contexts.
- Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.
- Analyse and evaluate ethical practice, sustainable principles and professional standards in providing financial advice.
- Construct and present a compliant comprehensive Statement of Advice.
- Building Rapport
- Behavioural Finance
- Advisers' Legal Requirements
- The Financial Planning Process and the Client Interview
- Establish the Client Relationship
- Gathering Data
- Identify Client Objectives and Financial Position
- Analyse Client Objectives
- Research Methodologies
- Develop Strategies
- Present Strategies
- Implement Strategies
- Ongoing Advice
The purpose of this subject is to provide you with guidelines on how to communicate effectively with your clients and to ensure that you have the appropriate information from them to provide them with the best possible advice in your role as a Financial Adviser.
This subject has been designed to provide you with suggested questions and formats for compliance to the current legislative requirements of “knowing your client” before you provide them with a detailed financial plan or statement of advice. The object of this subject, therefore, is to assist you to gain the skills necessary to establish a harmonious rapport with your clients that will, in turn, build a lasting relationship.
- Take Home Examination - Capstone Project (40%)
- Reflective Journal (25%)
- Application Questions and Research Project (35%)
For textbook details check your university's handbook, website or learning management system (LMS).
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Entry requirements
Part of a degree
To enrol in this subject you must be accepted into one of the following degrees:
Elective
- TAS-MPA-MAS-2025 - Master of Professional Accounting
Additional requirements
- Other requirements - Teaching Arrangement: Prerecorded lectures - 2 hrs weekly. Online workshop - 1 hr weekly (12 times per semester)
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.
Related degrees
Once you’ve completed this subject it can be credited towards one of the following courses
Master of Professional Accounting
PostgraduateTAS-MPA-MAS