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
| Year | Location | Period | Internal | Area External | Central External | | 2003 | Bentley Campus | Semester 1 | Y | | | | 2003 | Bentley Campus | Semester 2 | Y | | 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. |
