|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||Group Assignment Presentation||15%|
Financial Planning in Australia 2019 (Essentials ed.).
Taylor, S. (2019).
Chatswood, N.S.W.: LexisNexis Butterworths Australia.
Where to next?
VU takes care to ensure the accuracy of this unit information, but reserves the right to change or withdraw courses offered at any time. Please check that unit information is current with the Student Contact Centre.