|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.|
|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%|
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