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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.
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