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Unit of Study FIN10252 - Financial Planning (2014)

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Unit Snapshot

Unit description

Provides an overview of financial planning; investments; retirement; and cash-flow planning; taxation; legal structures; risk assessment; and insurance, focusing on critical aspects of the financial planner-client relationship.

Unit content

Topic 1: Role and Scope of Financial Planning
Topic 2: Contemporary Issues in the Financial Planning Industry
Topic 3: Legal & Ethical Framework
Topic 4: Examining the Financial Planning Process
Topic 5: Investment Fundamentals, Asset Classes and Financial Products
Topic 6: Taxation Fundamentals
Topic 7: Superannuation and Retirement Planning
Topic 8: Social Security Applications
Topic 9: Risk Management & Insurance
Topic 10: Estate Planning

Availabilities

Location Domestic International
China - Shanghai STVU N/A Session 2
China - TUST N/A Session 2
Gold Coast Session 2 Session 2
Hong Kong N/A Session 2
Online Session 2 N/A
Papua New Guinea - IBSU Port Moresby N/A Session 2
Singapore - MDIS N/A Session 2
Singapore - SIPMM N/A Session 2

Learning outcomes and graduate attributes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

On completion of this unit, students should be able to:

GA1: Intellectual rigour, GA2: Creativity, GA3: Ethical practice, GA4: Knowledge of a discipline, GA5: Lifelong learning, GA6: Communication and social skills, GA7: Cultural competence
Learning outcome count Learning outcome description GA1 GA2 GA3 GA4 GA5 GA6 GA7
1 describe and critically appraise the role of a financial planner
2 describe the range of financial services provided by a financial planner
3 explain the importance of the financial planner-client relationship
4 develop appropriate financial planning strategies for a range of clients
5 evaluate the role of various types of investment products for inclusion in a client wealth building strategy
6 advise client's on their exposure to investment and financial risk
7 outline and explain the taxation and legal framework which financial planners operate within.

On completion of this unit, students should be able to:

  1. describe and critically appraise the role of a financial planner
    • GA1:
    • GA4:
  2. describe the range of financial services provided by a financial planner
    • GA1:
    • GA4:
  3. explain the importance of the financial planner-client relationship
    • GA1:
    • GA3:
    • GA4:
  4. develop appropriate financial planning strategies for a range of clients
    • GA1:
    • GA3:
    • GA4:
    • GA6:
  5. evaluate the role of various types of investment products for inclusion in a client wealth building strategy
    • GA1:
    • GA3:
    • GA4:
  6. advise client's on their exposure to investment and financial risk
    • GA1:
    • GA3:
    • GA4:
    • GA6:
  7. outline and explain the taxation and legal framework which financial planners operate within.
    • GA1:
    • GA4:

Prescribed learning resources

Prescribed Texts
  • No prescribed texts.

Prescribed Learning Resources may change in future Teaching Periods.