Unit details
Contact us
- Visit a student service centre
- 1300 VIC UNI (1300 842 864)
- Chat with us online
- Ask questions at GOTOVU
Find a different unit
Learning Outcomes
1. | Examine and explain the process and standards of holistic, professional and ethical financial planning practice impacting on the client relationship; | ||
2. | Articulate and apply the legal and operational components of superannuation, insurance, estate planning and social security entitlements relevant to providing financial planning advice; | ||
3. | Identify and analyse the benefits and risks of a range of investment options which consider economic influences and the diversity of the financial goals and risk tolerances of clients; and, | ||
4. | Use financial planning software, tools and/or financial mathematics during research, analyse and present financial planning solutions as a limited scope Statement of Advice. |
Assessment
Assessment type | Description | Grade |
---|---|---|
Assignment | Foundation Professional Financial Planning Knowledge and Skills (500 words) | 10% |
Portfolio | Financial Planning Activities [Including Initial Client Interview Plan and Simulation] (2000 words) | 40% |
Project | Scaled Statement of Advice - Non-Super [Medium Term] Wealth Accumulation (2500 words) | 50% |
Where to next?
As part of a course
This unit is studied as part of the following courses. Refer to the course page for information on how to apply for the course.
Study a single unit
This unit can be studied on its own, without enrolling in a full degree. Learn more about single units of study at VU.
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.