|1.||Articulate an understanding of the financial services industry in Australia; the changing regulatory framework; and how behavioural, economic, political and sociological factors impact upon the financial planning process and individual circumstances;|
|2.||Scrutinise the principles of strategic and ethical financial planning, and the range of financial planning decisions involved in developing a personal financial plan;|
|3.||Appraise the diversity of financial products and services available and the basis of selection to meet the specific goals and objectives of client and use this information to produce a financial plan and substantiate decision making;|
|4.||Apply basic financial planning skills in formulating a financial plan designed to meet the needs and objectives of a specific client;|
|5.||Investigate the impact of risk preferences, taxation, superannuation, social security and estate planning considerations in the development of financial plans; and|
|6.||Collaborate with peers, while demonstrating responsibility and accountability for own learning, to deliberate on ideas using effective communication skills in a group setting.|
Students studying under the VU Block Model.
|Test||Online quizzes x 2||10%|
|Assignment||Statement of advice – Group assignment||35%|
|Presentation||Group assignment presentation||15%|
|Test||Problem-based written task (in-class)||40%|
|Presentation||Presentation of Assignment||5%|
Financial Planning in Australia 2019 (Essentials ed.).
Taylor, S. (2019).
Chatswood, N.S.W.: LexisNexis Butterworths Australia.
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