Learn how to succeed in reaching financial objectives, with Personal Financial Planning.
Financial planners assess their clients’ financial positions and then implement strategies to:
In this unit, you will develop the contemporary financial planning concepts and skills necessary to allow you to understand this planning process, the economy and investment markets in order to create a unique plan for clients that maximises their wealth potential.
Personal Financial Planning will provide you with an understanding of the Australian financial services industry, and the tools to know which financial products and services are best suited to a client’s needs.
On successful completion of this unit, students will be able to:
This unit is studied as part of the following course(s):