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Unit of Study FINC2005 - Principles of Financial Planning (2023)

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Learning outcomes

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:

describe and critically appraise the role (including advisory functions/processes/scopes) of a financial adviser

outline and explain the regulatory framework which financial advisers operate within and their legal, social, and ethical responsibilities

demonstrate the importance of the best interests duty, financial adviser-client relationship and effective communication in delivering advice

construct and present a basic financial plan.

Prescribed learning resources

Prescribed Texts
  • McKeown, W, Olynyk, M, Ciancio, L and La, D, 2020, Financial Planning Essentials, 3rd edn, John Wiley & Sons, Milton, QLD. ISBN: 9780730385738.
Prescribed Resources/Equipment
  • No prescribed resources/equipment.

Prescribed Learning Resources may change in future Teaching Periods.