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Unit of Study FIN10252 - Financial Planning (2020)

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

Prescribed learning resources

Prescribed Texts
  • No prescribed texts.

Prescribed Learning Resources may change in future Teaching Periods.