300957 (v.3) Finance (Plan Construction) 319

Area:	School of Economics and Finance
Credits:	25.0
Contact Hours:	3.0
The tuition pattern below provides details of the types of classes and their duration. This is to be used as a guide only. For more precise information please check your unit outline.
Laboratory:	1 x 1 Hours Weekly
Seminar:	1 x 2 Hours Weekly
Prerequisite(s):	2807 (v.5) Finance (Managerial) 212 or any previous version OR 12607 (v.3) Finance (Principles) 215 or any previous version AND 6798 (v.4) Taxation 301 or any previous version OR 11041 (v.4) Taxation 331 or any previous version AND 12972 (v.3) Superannuation and Retirement Planning 321 or any previous version
Syllabus:	Examination of the prospective client. Data gathering, client needs and strategies, plan preparation, developing the plan to certified financial planner (CFP) standard, implementation and review.
To ensure that the most up-to-date information about unit references, texts and outcomes appears, they will be provided in your unit outline prior to commencement.
Field of Education:	081101 Banking and Finance
SOLT (Online) Definitions*:	Informational *Extent to which this unit or thesis utilises online information
Result Type:	Grade/Mark

Availability

Availability Information has not been provided by the respective School or Area. Prospective students should contact the School or Area listed above for further information.