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300957 (v.2) Finance (Plan Construction) 319



 

Area:

School of Economics and Finance

Contact Hours:

3.0

Credits:

25.0

Laboratory:

1 x 1 Hours Weekly

Seminar:

1 x 2 Hours Weekly

Prerequisite(s):

    2807 (v.4) Finance (Managerial) 212 or any previous version
    OR
    12607 (v.2) Finance (Principles) 215 or any previous version
AND
6798 (v.3) Taxation 301 or any previous version
AND
12970 (v.3) Finance (Personal) 220 or any previous version
AND
12973 (v.2) Estate Planning 326 or any previous version

Co Requisite(s):

12972 (v.2) Superannuation and Retirement Planning 321 or any previous version
Examination of the prospective client. Data gathering, client needs and strategies, plan preparation, developing the plan to CFP standard, implementation, and review.


Availability

YearLocationPeriodInternalArea ExternalCentral External
2004Bentley CampusSemester 1Y  
2004Bentley CampusSemester 2Y Y

Area
External
refers to external course/units run by the School or Department, offered online or through Web CT, or offered by research.
Central
External
refers to external course/units run through the Curtin Bentley-based Distance Education Area

 
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