Enrolments for 2023 have closed.

View information for 2024 course intake.

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Financial Planning Skills

Postgraduate | TAS-BFA610 | 2023

Course information for 2023 intake

View information for 2024 course intake
Study method
100% online
Assessments
100% online
Entry requirements
Part of a degree
Duration
14 weeks

FEE-HELP available

Financial Planning Skills

About this subject

  • Upon successful completion of this subject, the student should be able to:

    1. Explain the evolution of behavioural finance in a financial advice context.
    2. Describe individual behavioural patterns as applied across different societal and demographic contexts.
    3. Communicate effectively both verbally and non-verbally and engage positively in dealings with clients and peers.
    4. Analyse and evaluate ethical practice, sustainable principles and professional standards in providing financial advice.
    5. Construct and present a compliant comprehensive Statement of Advice.

Entry requirements

Part of a degree

To enrol in this subject you must be accepted into one of the following degrees:

Core

  • TAS-MFP-GDI-2023 - Graduate Diploma of Financial Planning

Prior study

You must either have successfully completed the following subject(s) before starting this subject, or currently be enrolled in the following subject(s) in a prior study period; or enrol in the following subject(s) to study prior to this subject:

Please note that your enrolment in this subject is conditional on successful completion of these prerequisite subject(s). If you study the prerequisite subject(s) in the study period immediately prior to studying this subject, your result for the prerequisite subject(s) will not be finalised prior to the close of enrolment. In this situation, should you not complete your prerequisite subject(s) successfully you should not continue with your enrolment in this subject. If you are currently enrolled in the prerequisite subject(s) and believe you may not complete these all successfully, it is your responsibility to reschedule your study of this subject to give you time to re-attempt the prerequisite subject(s).

Additional requirements

  • Other requirements - Prerecorded lectures - 2 hrs weekly Online workshop - 1 hr weekly (12 times)

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

University of Tasmania logo

PostgraduateTAS-MFP-GDI

Graduate Diploma of Financial Planning

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