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

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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.