BAO6001 - Principles of Personal Financial Planning and Advice and
BAO6002 - Superannuation and Retirement Wealth Planning and
BAO6004 - Risk Management Insurance and Estate Planning and
BAO6005 - Taxation Law of Australia
|1.||Gather and evaluate client data and apply critical judgement in planning, solving and making decisions pertaining in the construction and review of a complex Statement of Advice;|
|2.||Articulate the legal, professional and ethical principles to the financial planning process, file construction and retention;|
|3.||Synthesise broad technical knowledge and employ clear, communication skills to build client relationships and effectively present financial advice to a client; and|
|4.||Consolidate and analyse client data and use financial planning software to model and review a range of client scenarios.|
|5.||Learn and work independently and collaboratively as a basis for self-managed lifelong learning.|
|Assignment||Risk Management Essentials (500 words)||10%|
|Portfolio||Portfolio of Risk Management and Estate Planning Situation Review and Application Activities (2000 words)||40%|
|Presentation||Scaled Statement of Advice - Retirement Planning (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.
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.