Unit details
Prerequisites
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
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Learning Outcomes
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. |
Assessment
Assessment type | Description | Grade |
---|---|---|
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.
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